Totango Consultant Configuration & Integration via Zoom

Totango Consultant for Configuration & Integration via Zoom

Job Status:
Open – Posted 3 days ago | Ends in 4 days

Budget: $250‑750 USD (Paid on delivery)

Totango is the core CS platform for our organization. We need an experienced consultant to walk us through, via Zoom, the setup and configuration of Totango and its adjacent platforms (Churnzero, Gainsight), focusing on:

• Timeline Noise Cleanup – identify and suppress low‑value system‑generated entries that clutter the timeline.
• Eliminating Manual Data Entry for CSMs – automate data capture to reduce duplicate entry effort.
• Salesforce‑to‑Totango Integration – set up or troubleshoot the synchronization between our CRM and Totango.
• Building Success Plays (Automated Workflows) – design and implement specific playbooks.
• Health Score Architecture – create a composite, multi‑dimensional health score.
• Data Flowing Out of Totango – ensure data is exported to our data lakehouse.
• Multi‑Language / Global Configuration – support CSMs in Japan, EMEA, and the Americas with consistent language settings.

Phase 1 – Instance Audit (2‑3 hours):

• Access Totango environment, review current configuration, identify noise generators, evaluate existing success plays and integrations, and produce a prioritized punch list.

Phase 2 – Build Sessions (Ongoing):

• Co‑build the punch list items, guiding the client while they drive configuration. Goal: client becomes self‑sufficient.

Applicants should meet all of the following:

• Extensive experience as a Totango/Churnzero/Gainsight administrator or CS Ops professional.
• Proven track record configuring success plays, health scores, integrations, and segments.
• Ability to learn Totango quickly and explain concepts through hands‑on demonstrations.
• Available for video calls during U.S. Eastern business hours (flexibility acceptable).

Screening Question:
Describe one Totango success play you built, what triggered it, what it did, and how you tested it.