Professional Services Consultant

GoFormz – San Diego, CA

GoFormz is a San Diego-based startup leading the mobile data capture industry. We empower businesses to replace paper forms with web and mobile-based digital forms that provide global access to the collected data.

The Enterprise Professional Services Consultant works closely with Customer Enablement Manager focused on our enterprise clients to implement and optimize Goformz as a solution. This role requires a deep understanding of client objectives, strong technical expertise, and the ability to manage complex projects through a full lifecycle. The consultant acts as a trusted advisor, collaborating with internal teams to tackle any technical hurdles that may arise during the project delivery and implementation lifecycle.

Key Responsibilities

CLIENT ENGAGEMENT & NEEDS ASSESSMENT

• Build and maintain relationships with enterprise clients, acting as a primary point of contact for project delivery and support.
• Conduct detailed needs assessments to identify client objectives, pain points, and expectations.
• Develop and communicate implementation plans, ensuring alignment with client goals.

SOLUTION IMPLEMENTATION

• Lead the build, deployment of our solutions and collaborate with our internal technical teams to ensure successful project delivery.
• Configure, test, and customize products to meet client requirements.
• Provide technical guidance and troubleshoot issues during implementation, leveraging GoFormz best practices to optimize system performance.
• Manage multiple, concurrent projects with enterprise clients, ensuring scope, timelines
• Coordinate with internal resources, including sales, product, and support teams, to meet project milestones.
• Prepare detailed project documentation and status reports for internal stakeholders and clients.

TRAINING AND ENABLEMENT

• Develop and deliver training sessions, to ensure client teams are proficient in using the solutions provided.
• Act as a client advocate within the organization, voicing client needs and feedback to improve product and service offerings.
• Maintain regular communication with clients to evaluate the performance of the implemented solutions, ensuring continuous alignment with evolving client goals.
• Identify and recommend additional services, features, or upgrades that could benefit the client, working closely with the sales team on upselling and cross-selling opportunities.
• Conduct periodic reviews of client environments to identify opportunities for optimization and efficiency improvements.

QUALIFICATIONS

• 4 years of experience in professional services, consulting, and implementing software as a service (SaaS)
• Strong project management skills, with a proven track record of managing multiple enterprise client projects concurrently through the full lifecycle.
• Structuring and integrating to SQL Server environments from scratch
• Salesforce experience, specifically integrating, mapping and automating processes
• Deep understanding of enterprise-level cloud solutions, software applications, and custom API integrations
• Excellent communication and presentation skills with the ability to engage with technical and non-technical stakeholders alike.

PREFERRED SKILLS

• Certifications in relevant fields or technologies PMP, SQL,
• Solution optimization and upselling experience
• Familiarity with cloud platforms, such as AWS, Azure, or Google Cloud.
• Experience in creating and managing detailed project documentation.
• Experience customizing Dynamics365, Procore, Smartsheet and Acumatica
• Experience working in a startup environment

Benefits:

• Compensation: $115,000 - $140,000 annual base salary Bonus
• Employee medical and dental paid by the company; you just cover vision.
• 4 weeks (160 hours) accrued paid vacation in your first year.
• Options to work from home or from our vibrant office in downtown San Diego where we provide complimentary underground parking or a monthly MTS pass.
• We care about your physical health. Our office is equipped with automatic sit/stand desks, plus you’ll get a monthly reimbursement for wellness related purchases!
• We have a fantastic team that gets stuff done and is fun to work with!
• The environment is fast-paced, so you will see the results of your work immediately.
• You will have plenty of opportunities to use and learn cutting-edge technologies.

About GoFormz, Inc.

GoFormz is the leading digital forms solution for businesses of any size and industry to digitize their forms and related processes, resulting in significant savings and more productive operations. GoFormz’s Cloud-based platform allows users to create, customize, and manage digital forms. These forms can capture information, automate workflows, and improve business workstreams. Users can create electronic versions of their existing paper forms and documents making it easier to gather and analyze data digitally. GoFormz is backed by leading venture capital firms, including Cloud Apps Capital Partners, Glynn Capital, and Shasta Ventures.

GoFormz, Inc is an Equal Employment Opportunity employer. Please no H-1B applicants at this time.