AI Deployment Strategist
San Francisco, CACustomer SuccessHybrid3+ YOE
Summary
Leads post-sale deployments of AI sales assistant platform, managing customer implementations from discovery to launch. Requires 3-5 years SaaS onboarding experience, sales tech stack expertise including Salesforce, and strong stakeholder management skills.
About the role
Responsibilities
- Lead customer deployments, from kickoff to launch
- Manage multiple stakeholders from Rev Operations, Sales, and Marketing, providing a positive experience and ensuring their goals are met
- Develop and manage a project plan that delivers quick time to value and on-time delivery
- Conduct discovery sessions to understand customer goals, success metrics, GTM initiatives, workflow, and prospect lead requirements that drive setup decisions
- Guide customers through configuration and testing based on their requirements and Nooks best practices
- Collaborate with Engineering on migration and cutover when launching Nooks
- Coordinate technical integrations with Salesforce and other sales tools
- Set up and configure AI-powered signals, workflows, and email templates
- Proactively identify implementation barriers and collaborate with the internal & external teams to address them
- Guide customers through user adoption activities, including launch communications, and deliver end-user training
- Collaborate with the Customer Success Manager in sharing results, insights, and recommendations during check-in and QBR meetings
- Collaborate with the Customer Success Manager in post-implementation services, as required
- Collaborate with internal teams to continuously improve the product, implementation process, and customer experience across all touchpoints
- Help build our pre and post-sale implementation practice by developing processes, best practices guides, documentation, and internal enablement
Requirements
- 3-5 years of enterprise SaaS implementation and onboarding experience with Fortune 500 customers
- Domain expertise in Revenue or Sales Operations with a deep understanding of sales prospecting tools and workflow
- Experience with the sales tech stack (workflow and integrations), including Salesforce, HubSpot, Outreach, Salesloft, and Gong
- Outstanding customer management skills (discovery, advisory, project management, and stakeholder management)
- Experience managing multiple customer engagements simultaneously and ensuring a successful and timely completion
- Excellent written and verbal communication skills, with the ability to simplify complex technical concepts for non-technical audiences
- Proven success at an early-stage company, demonstrating adaptability and the ability to thrive in a fast-paced, ambiguous environment
- Highly collaborative and proactive problem-solver with excellent organizational skills
Compensation: Competitive compensation relative to the market, plus equity, generous perks, and comprehensive benefits.
Skills
SalesforceHubSpotOutreachSalesloftGongSalesforce integrationsAI workflowsSales OperationsRevOpsProject Management