Product Consultant

Responsibilities

• Conducting onboarding and discovery meetings for customers, understanding customer context and goals, and providing product information to best serve those goals.
• Assist customers with advanced technology capabilities such as but not limited to keyword searches, near-duplicate/email threading & advanced analytic (AI) searching.
• Design technical workflow and projections for customer success management meetings and executive business reviews.
• Design playbook and best workflow procedures for Casepoint products.
• Improve product adoption, and customer retention, and help foster positive customer relationships that create a loyal customer base.
• Develop and adhere to properly documented projects, including customer workflows, roles and task management, estimations, and process improvements.
• Ensure exemplary customer service and communication management to all internal and external customers; proactively promote customer service throughout the department and among teams; respond to peer requests with recognition that request serves a customer need.
• Collaborate with vendors, consultants, business, and IT personnel to achieve solutions to identified business needs.

• A bachelor’s degree, or equivalent of 4 years’ professional experience
• Minimum 2+ years customer-facing experience in the enterprise software space
• Demonstrated experience in stakeholder management, relationship management, and software implementation
• Analytical, technology, and problem-solving skills to be able to identify, communicate, and troubleshoot technical issues
• Excellent verbal presentation skills and written communication skills
• Advanced knowledge of Microsoft Product Suite
• Must be available for occasional travel to support project or product promotion efforts
• Ability to obtain and maintain Public Trust or higher clearance US Citizenship (non-dual) required