Services Consultant

As a Services Consultant you will bridge the gap between Sales and Post-Sale delivery. This role partners closely with Account Executives (AEs) and Account Managers (AMs) throughout the sales process to scope, position,  and package post-sale and professional services that accelerate customer time-to-value. You’ll help design the right solution for each customer, ensure services are aligned with business outcomes, and support seamless handoffs into delivery.

The ideal candidate combines sales acumen and post-sale experience — someone who can both sell the value of our services and understand how those services are executed once the deal closes.

What You'll Do:

• Partner with Sales: Collaborate with upmarket AEs and AMs to identify where post-sale and Professional Services can enhance customer outcomes and drive adoption.
  
  


• Scope & Solution Design: Translate customer objectives into service recommendations (bundles, packs, or custom projects) aligned with business value and delivery feasibility.
  
  


• Proposal Support: Develop statements of work (SOWs), estimates, and supporting documentation for inclusion in sales opportunities.
  
  


• Sales Enablement: Train and guide Sales teams on service offerings, positioning, and pricing strategies to increase attach rates.
  
  


• Cross-Functional Collaboration: Work with  Professional Services, Product, and other cross-functional teams to ensure services are deliverable, scalable, and aligned to evolving product capabilities.
  
  


• Pipeline Visibility: Maintain accurate service scoping documentation and contribute to forecast insights on services demand.
  
  


• Customer Advocacy: Develop and maintain a deep understanding of the customer’s needs, representing the customer’s voice during the sales cycle to ensure what's sold is achievable and sets both sides up for success.
  
  


• Performance Support: Participate in deal reviews, QBRs, and go-to-market initiatives, acting as a trusted advisor to consult on the customer’s GTM transformation goals.
  
  

What You Bring:

• 5+years of experience in Professional Services, Solution Consulting, Customer Success, or Pre-Sales roles
  
  


• Strong understanding of SaaS onboarding, implementation, and/or GTM systems preferred
  
  


• Proven ability to translate business objectives into scoped service solutions
  
  


• Excellent communication and presentation skills, including executive-level discussions
  
  


• Experience collaborating cross-functionally with Sales, Product, and Delivery teams
  
  


• Detail-oriented, self-directed, and comfortable in fast-moving environments
  
  

Performance Metrics

While this role does not carry a direct sales quota, success will be measured by:

• Services attach rate (services sold per opportunity)


• Proposal accuracy and delivery success
  


• Sales enablement and deal support effectiveness


• Cross-team collaboration and customer satisfaction with scoped solutions

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