Sr. Consultant, Advisory Services
Role Summary
Kantata is looking for a Sr. Consultant, Advisory Services to serve as the services and implementation expert during the sales cycle. Working hand-in-hand with our Account Executives, you'll translate a prospect's business needs into a credible, well-scoped implementation plan—covering solution architecture, project structure, customizations, and integrations—and present it in a way that builds confidence and helps close the deal. This is a customer-facing, pre-sales role that sits at the intersection of sales, delivery, and technical solutioning. You win by ensuring that what we sell is something we can deliver, on scope and on budget, and that the customer understands the path from signature to go-live and beyond.
Primary Responsibilities
Partner with Sales to close deals
Join Account Executives and Solution Engineers on discovery calls, demos, and prospect meetings to represent the services and implementation side of the engagement.
Build trust with prospects by clearly articulating how the solution will be deployed and what their implementation journey will look like.
Develop and present Statements of Work (SOWs), services proposals, and implementation plans that support the overall deal strategy.
Collaborate on deal strategy, pricing, and risk assessment to keep deals moving while protecting deliverability and margin.
Scope and Estimate Implementations
Lead scoping conversations to understand the prospect's environment, goals, timelines, and constraints.
Estimate the effort, cost, timeline, and resourcing required to implement the solution, and document assumptions and dependencies clearly.
Translate scope into pricing in partnership with Sales and Services leadership, balancing competitiveness with realistic delivery.
Define Solution Architecture and Implementation Structure
Design the high-level architecture of the proposed solution to fit the customer's technical and business landscape.
Define the structure and phasing of the implementation—milestones, workstreams, and the recommended delivery approach.
Recommend the right team composition and engagement model for a successful rollout.
Define Customization and Integration Requirements
Identify any customizations needed to meet the customer's use cases.
Assess integration needs with the customer's existing systems (e.g., CRM, ERP, HRIS, finance, data warehouses) and define the technical approach at a level sufficient for scoping and estimation.
Surface technical risks, feasibility concerns, and trade-offs early, and propose alternatives where appropriate.
Bridge Sales and Delivery
Ensure a clean handoff to the delivery team after close, so commitments, scope, and assumptions carry through to kickoff.
Capture patterns from the field and feed them back into reusable scoping models, templates, and best practices.
What You Bring To The Role
Experience 5-7+ years in professional services, solution consulting, implementation, sales engineering, or a related customer-facing role at a SaaS company.
Demonstrated experience scoping and estimating software implementation projects, including effort, cost, and timeline.
Strong understanding of how SaaS solutions are architected, configured, customized, and integrated with other systems.
Excellent discovery and requirements-gathering skills—able to ask the right questions and turn answers into a concrete plan.
Confident, polished communication and presentation skills with both technical and business audiences, including executives.
Comfort operating in a sales environment: responsive, deadline-driven, and motivated to help close deals without overcommitting delivery.
Able to collaborate cross-functionally across Sales, Delivery, Product, and Legal.
Flexibility to support a global business with the majority of opportunities based in North America and UK/Europe.
Nice to Have
Experience writing or contributing to Statements of Work and services proposals.
Familiarity with the Professional Services Automation market.
Background in a delivery or consulting role (so you've lived the downstream impact of scoping decisions).
Experience with common integration patterns and tooling (APIs, middleware, iPaaS).
Project management or services-delivery methodology exposure (e.g., Agile, waterfall, hybrid).
Compensation
The base salary for this position ranges from $100,000 - $115,000. This position is eligible to participate in a Company Wide Bonus Plan.
EEOC Statement
Kantata is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All employment decisions at Kantata are based on business needs, job requirements, and individual qualifications, without regard to race, color, religion or belief, family or parental status, or any other status protected by the laws or regulations in the locations where we operate.