Technical Account Consultant - Platform
Consults with customers on reporting, data management, workflow optimization, and platform adoption while coordinating cross-functional implementation projects. Requires 3+ years of SaaS experience in customer success, consulting, implementation, or support.
About the job
Responsibilities
- Project-manage customer engagements by coordinating with internal and external teams.
- Drive customer adoption of key platform features and advise on best practices for incorporating Rippling into workflows.
- Provide attentive, personalized guidance and product enablement.
- Serve as a product expert and resource for customers and coworkers.
Requirements
- 3+ years of SaaS experience in customer success, consulting, implementation, or support.
- Passion for helping customers and colleagues.
- Strong prioritization and time-management skills.
- Excellent project and task management; ability to manage multiple engagements without dropping details.
- Ability to explain complex scenarios clearly in written and verbal communication.
- Strong attention to detail and ability to solve complex, interdependent problems.
- Interest in actively working with product and engineering teams.
Nice-to-haves
- 2+ years of experience building reports, working with data, or enabling customers with reporting needs.
- Advanced spreadsheet and pivot-table skills.
- Experience advising on data-management best practices.
Skills
SaaS, Customer Success, Consulting, Implementation, Customer Support, Data Reporting, Spreadsheets, Pivot Tables, Project Management, Data Management
Similar jobs
Customer Success jobsBuild Bolter’s customer success function from scratch by onboarding operators, translating their business processes into automated blueprints, driving retention, and shaping the product through customer feedback. Requires 5+ years in customer-facing work, strong process-mapping ability, AI fluency, and excellent communication.
Launch Trainer leads virtual and on-site onboarding for dental practices, teaches intraoral scanning and digital workflows, and provides post-launch coaching to drive adoption and successful ordering. The role requires clinical technology training experience, strong facilitation, customer communication, and organization.
Manages strategic SaaS customer relationships to drive product adoption, retention, growth, and renewals. The role requires 3–5 years of customer success or account management experience, strong communication skills, and a willingness to work hybrid night shifts.
The Customer Success Engineer will deploy and scale AI voice agents for enterprise customers, building integrations, debugging production systems, and translating customer needs into product improvements. Requires a technical bachelor's degree, 2–8 years of experience, customer-facing technical communication, and API troubleshooting skills.
Provides expert clinical and technical support for aligner cases, advising doctors, resolving escalations, coordinating with the lab, and improving quality and training. Requires 5+ years in a high-volume dental lab and 3+ years of 3Shape CAD/CAM aligner design experience.