Customer Technical Solutions Consultant

Overview

Are you someone who loves solving problems, shaping solutions, and working directly with customers to bring their ideas to life? If you thrive at the intersection of technology, process design, and customer delivery, this role offers the perfect blend.

This is a hands-on, customer-facing role where you’ll act as the bridge between customer needs and the platform’s technical capabilities. You’ll work closely with Sales, Product, and Development teams to shape solutions, design workflows, and ensure customers achieve measurable value from the platform.

Key Responsibilities

• Pre-Sales & Solution Design: Work with the sales team to understand customer requirements to help shape tailored solutions. Join customer calls to understand their processes and identify where automation can add value. Map out logical, scalable workflows that reflect how each customer operates.
• Implementation & Onboarding: Take ownership of configuring customer workflows using APIs, integrations, and automation tools by converting unstructured inputs. Lead customers through structured onboarding plans, ensuring timelines and expectations are well managed. Test and validate each workflow to ensure a smooth and successful go‑live.
• Customer Success & Adoption: Act as a trusted advisor, helping customers refine and optimise their workflows post‑launch. Encourage adoption by identifying opportunities to enhance or expand customer usage. Support customers in achieving measurable value and clear ROI.
• Cross-Functional Collaboration: Work closely with Product and Development teams to share customer insights and influence future improvements. Provide feedback on integration needs, workflow enhancements, and onboarding processes. Contribute to the ongoing development of delivery frameworks and best‑practice approaches.

Skills & Experience

Essential:

• Strong understanding of APIs, integrations, and data flows.
• Experience working with SaaS platforms such as CRM, FSM, or automation tools.
• Ability to design logical workflows and translate business processes into technical solutions.
• Exceptional communication skills with an ability to explain technical concepts clearly.
• Customer-facing experience with an ability to manage multiple stakeholder relationships.
• A structured, detail-driven approach with strong problem-solving skills.

Desirable:

• Experience with tools such as HubSpot, Salesforce, Zapier.
• Exposure to field service, facilities management or service-based industries/systems.
• Background in pre-sales, implementation, or customer success engineering.
• Commercial awareness and confidence in sales-led conversations.
• Experience delivering fast-paced onboarding or implementation projects.

Benefits

• 30 days holiday (increasing by one day per year of service, up to 35) + Bank Holidays + Work Anniversary Day Off
• Excellent career growth opportunities in a thriving start-up environment
• Benefits include Wellbeing Support, Bright Exchange Discounts, Free Onsite Parking & Regular Team Socials

How to Apply

Submit your CV via the form below or contact Matt at [Employer hidden — sign up to reveal] about this role. Our Promise: Thank you for taking an interest in the role advertised. We'd like to confirm that each CV received is read thoroughly by a trained consultant; if your application is shortlisted then you will be contacted via telephone in the first instance. If we have not contacted you within 5 working days of your application, please understand that the CV received, and the information provided does not meet the requirements of the role. However, we endeavour to consider all applicants for future opportunities; should you wish to speak to the named consultant about your application, please contact us directly.