Senior Professional Services Consultant

This is a fully remote position, open to applicants in United States.

📋 Description

• Assist customers throughout the entire lifecycle, from onboarding to extensive transformational engagements.

• Act as a strategic consultant and proactive solution creator.

• Analyze business workflows and instruct teams on contemporary work management techniques.

• Create and develop solutions in Wrike utilizing configuration, automated rules, and reporting dashboards.

• Oversee around 10–15 simultaneous customer engagements.

• Lead customer interactions and engage in broader global rollouts.

• Propel Discovery, Solution Design, Configuration, Rollout, Education, and Adoption Monitoring.

• Assess customer workflows and implement change management strategies.

• Integrate Wrike with external systems using Wrike Integrate and assist with basic data migrations.

• Leverage AI tools to enhance consulting delivery and facilitate customer adoption of Wrike AI features.

• Assist the sales team with scoping and discovery for intricate engagements.

• Oversee billable utilization, delivery milestones, and engagement records in Wrike, Salesforce, and associated systems.

• Partner with Product and Customer Success teams to shape roadmap priorities and address bottlenecks.

• Manage transitions with sales, customer success, and support teams.

• Add templates, best practices, and use-case blueprints to the knowledge base.

• Guide junior consultants and partake in team learning sessions.

⛳️ Requirements

• More than 5 years of client-facing experience in SaaS professional services, business consulting, or solutions implementation.

• Expertise in strategic business process analysis along with hands-on platform configuration.

• Capability to grasp complex business processes and convert client challenges into effective, well-designed solutions.

• Experience in managing multiple customer accounts at the same time.

• Responsible for billable delivery, project timelines, and engagement milestones.

• Practical understanding of Agile, Scrum, Kanban, or Lean methodologies.

• Familiarity with enterprise team workflows and terminology, encompassing Marketing/Creative, PMO, IT, Professional Services, or Operations.

• Ability to quickly learn low-code tools like Wrike Integrate and set up basic automations.

• Proficiency with structured spreadsheets, CSV/Excel data imports, and field mapping.

• Competence in utilizing AI productivity tools.

• Excellent facilitation and communication skills for customer workshops, stakeholder alignment, and executive presentations.

• Relevant experience within SaaS environments.

• A relevant Master's degree, MBA, or similar qualification is highly regarded.

• Preferred knowledge of CWM, PPM, PSA, or workflow management platforms.

• Preferred familiarity with Salesforce, Jira, ServiceNow, or Workday.

• Preferred experience with Power BI, Tableau, or advanced platform analytics.

• Preferred background in defining success criteria, operational KPIs, or value realization metrics.

• Relevant professional certifications such as PMP, CSM/PSM, Prosci, or similar are significant advantages.

🏝️ Benefits

• Medical, dental, and employer-sponsored vision insurance.

• Life insurance coverage.

• Employer-sponsored short- and long-term disability insurance.

• 401(k) plan with employer matching contributions.

• FSA/HSA benefits available.

• 18 weeks of leave for birth mothers.

• 4 weeks of leave for non-birth parents.

• Access to Wrike Employee Resource Communities (WERC).

• Flexible time off (FTO) policy.

• $500 stipend for working from home.

• 11 paid holidays throughout the year.

• 2 days allocated for volunteering.

• Flexible working arrangements, including remote work, hybrid setups, and co-working spaces across various locations.