Customer Technical Solutions Consultant

• 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-

Customer Success & Adoption:

• Act as a trusted advisor, helping customers refine and optimise their workflows post-
• 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.

• 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.

• £40,000 - £60,000 per annum, dependent on experience
• Leeds - Office Based
• 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

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.