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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