Professional Services Consultant

  • Full-time
  • Department: Customer Success

Company Description

Postal is an offline marketing automation platform and marketplace that helps personalize, automate, and scale direct mail, internal and external events, branded company swag, and personalized gifts to drive better engagement with prospects, customers, partners, and employees.


With over $200B spent annually in B2B offline engagement, Postal’s expansive vendor marketplace, flexible integrations, and comprehensive events portal help companies drive brand loyalty, increase conversions, boost overall employee happiness, and improve customer health scores.


Every business in the world can use Postal.


Postal has raised over $30m in two rounds over the last 24 months from top tier investors Mayfield Fund (Marketo, Outreach) and OMERS Capital (Shopify, Crunchbase). Partners include Salesforce, Hubspot, Adobe, Outreach, Saleloft, Amazon, and Shopify. 


Our nationally recognized founding team has led multiple high-growth startups to over a $1B in market value and exits. Employees come from all walks of life and from various locations across the US and enjoy a comfortable work/life balance. Our headquarters are based in San Luis Obispo, CA and we are focused on taking care of employees, customers, and partners.

Job Description

As a Professional Services Consultant on the Success Team at Postal, you’ll have an opportunity to be the face of Postal to new customers who have just purchased our product. You’ll lead the customers' initial onboarding and ensure they are set up for success. You will capture their KPI’s, educate their users and ensure that Postal is driving value for their users from day 1. As a fast growing business, you will play a pivotal role in impacting our customers' sentiment and allowing us to scale.

Responsibilities

 

  • Work as the first point of contact with Postal customers after the initial sale 

  • Provide a world class onboarding experience to all customers, ensuring each user is up and running at the completion of the process

  • Provide best practices on configuration, processes, and the offline marketing space 

  • Lead discovery sessions with the goal of understanding each business unit and their specific goals/KPIs

  • Successfully manage onboarding projects by demonstrating the ability to keep stakeholders aligned, mitigate risks, complete milestones on schedule, and secure customer sign off at project completion

Qualifications

  • Minimum 2 years experience in a consulting/onboarding/education role

  • Experience in Sales/Marketing SaaS companies is a plus 

  • Experience in developing client relationships both in person and remote

  • Project management expertise with a proven ability to deliver on time and on budget

  • Skilled in transforming customer goals into product configuration and set up 

  • Comfortability leading training sessions across a variety of roles within an organization

  • Ability to translate technical aspects of a product and educate others using simplified explanations

  • High degree of ownership

  • Proficiency with Salesforce.com and Google Apps

  • Experience working on a performance-based compensation structure (base + bonus)

  • Demonstrated excellent written and verbal communication skills

Additional Information

At Postal.io we believe in a strong work/life/spiritual balance that only comes with a strong company culture that supports its people to do their best work.  We don't take ourselves too seriously, but we do have high expectations for our team and we ask that they have the same for us.  We embrace people for who they are, and believe that diversity, inclusion and belonging are our greatest strengths.  Perks include continuous learning opportunities, healthcare benefits, unlimited PTO, team outings, volunteer opportunities, and more.