Senior Professional Services Consultant

Remote (U.S.A.), Seattle, Washington, United States

Reports to:

Diana Cappello, Director Solutions Engineering

We’re hiring Senior Professional Services Consultant to accelerate customer success post‑sale by providing specialized, technical, and advisory support that goes beyond the standard Customer Success model.

In this role, you’ll scope and lead technical implementations and integrations, solve complex reporting workflows, and customize Yoodli to fit customer needs through roleplays, personas, and scorecards. This role is perfect for someone eager to roll up their sleeves as a technical problem solver for Yoodli customers. If you like to build processes and structure to scale the company to new heights, this is for you.

You’ll work closely with Customer Success, Support, and Sales Engineers, clarifying boundaries and delivering high‑impact, billable work that drives adoption and outcomes. You will also design the Professional Services offering, process and possible future team.

• Lead Technical Implementations Own post‑sale onboarding with focus on LMS, HRIS, CRM, Convo Intelligence, SSO, web embed integrations
• Configure complex workflows and reporting solutions
• Serve as the technical lead in customer rollout projects
• Customize and Build Content Create tailored roleplays, personas, and scorecards aligned with customer workflows
• Ensure training and content are embedded and role‑relevant for end users
• Collaborate Across Teams Work with CSMs (adoption and training), Support (technical troubleshooting), and Sales Engineers (pre‑sales and scoping) to create a seamless customer experience
• Clearly delineate responsibilities with other teams to reduce overlap and ensure efficiency
• Define standard operating procedures
• Collaborate on better professional services pricing and packages
• Have 7+ years of experience in professional services, implementation consulting, or sales engineering in SaaS
• Are comfortable with both technical configuration (integrations, reporting workflows, system setup)
• Thrive in cross‑functional environments, balancing Customer Success, Support, and Sales Engineering touchpoints
• Are eager and hungry to learn and teach—excited to share your expertise as a technical advisor while delivering immediate impact
• Enjoy translating customer needs into scalable, high‑quality solutions

• Prior experience with LMS, CRM, or SSO integrations
• Background in sales engineering or technical consulting
• Exposure to customer‑facing training or content customization work

• Competitive compensation ($160,000 - $185,000) + meaningful equity
• High‑impact, mission‑driven work with direct customer feedback loops
• Work with a humble, driven, deeply collaborative team
• A product you’ll use and believe in – every single week

As set forth in Yoodli AI Roleplays’s Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law.