Requirements
- 4+ years in SaaS Professional Services, implementation, solution consulting, or similar customer‑facing technical roles, with a track record of leading enterprise‑level projects or solutioning
- Proven success working with multiple stakeholders across diverse teams and departments in complex, often global, environments
- Consultative & Commercial Acumen
- Comfortable articulating how Professional Services accelerate time to value and business impact
- Adept at balancing technical depth with commercial clarity, ensuring proposed engagements are both feasible to deliver and impactful for customers
- Domain & Technical Skills
- Hands‑on experience with modern web development languages/frameworks (eg. HTML, CSS, JavaScript) and general‑purpose programming languages (eg. Node, Python), and a proven ability to learn new languages and technical concepts with minimal guidance
- Strong understanding of the martech landscape and surrounding technologies, including Email, SMS/Mobile, and how to leverage a CDP for advanced use cases
- Demonstrated familiarity with APIs, webhooks, and integrating SaaS platforms into complex enterprise tech stacks; able to guide customers toward best‑practice architectures
- Leadership & Collaboration
- Demonstrated executive presence and ability to engage, influence, and align C‑level and senior stakeholders
- Excellent communicator across written, verbal, and virtual channels, able to convey and translate technical and marketing concepts to a range of audiences (project managers, marketers, developers, executives)
- A strong collaborator with a positive attitude, curiosity, and eagerness to learn, who thrives in a rapidly changing environment
- Experience acting as a technical advisor or architect for complex implementations, especially in martech, CDP, or B2C CRM contexts
- Working Style
- Proactive, resourceful problem‑solver who takes ownership and drives solutions forward autonomously
- Consistently maintains operational rigor (status updates, risks, time tracking) without management reminders
- Interested in mentoring others and contributing to team‑level execution and enablement beyond individual delivery
What the job involves
- Professional Services team members are critical to our customers’ success
- They combine enterprise‑grade project ownership, deep Klaviyo and martech expertise, and consultative engagement skills to deliver high‑impact implementations and strategic technical solutions for complex customers
- They lead scoped, post‑sales engagements, shaping how work is delivered and scaled
- Own strategic customer engagements end‑to‑end, from shaping delivery in partnership with Sales to driving successful implementation and long‑term adoption alongside Customer Success and Partner teams
- Operate as a senior individual contributor who is trusted by customers and internal stakeholders to lead through complexity, influence at the executive level, and consistently deliver measurable outcomes for enterprise accounts
- Combine strong delivery/project leadership with technical depth and solution design
- Shape and scope strategic engagements
- Assist in defining Statements of Work (SOWs) that clearly articulate scope, deliverables, timelines, dependencies, and success metrics for complex technical engagements, ensuring alignment between customer goals and Klaviyo delivery capabilities
- Lead consultative conversations with customers to clarify business objectives, identify risks, and translate desired outcomes into actionable technical implementation plans
- Lead strategic technical engagements
- Serve as the owner for key technical phases of the customer journey, ensuring projects are delivered on time, on budget, and in line with agreed outcomes
- Build strong stakeholder relationships and communicate effectively with internal and external stakeholders to maintain visibility, accountability, and momentum toward customer goals
- Anticipate risks, build mitigation strategies, and adjust plans to keep enterprise projects on track
- Act as a strategic advisor and subject‑matter expert
- Become a deep expert in the Klaviyo platform and surrounding martech ecosystem, from data models and integrations to messaging channels (Email, SMS) and CDP use cases
- Translate customer business goals into technical and operational solutions that leverage platform capabilities and best practices
- Educate and enable internal teams and customer stakeholders, becoming the go‑to resource for complex questions, best practices, and solution tradeoffs
- Drive repeatable, scalable solutions and continuous improvement
- Approach engagements with a highly analytical mindset – solving for the specific customer first, then identifying patterns and codifying repeatable solutions or feeding insights to internal product and engineering teams
- Contribute to internal initiatives and process improvements that elevate overall Professional Services delivery quality and consistency
- Maintain excellent operational hygiene by regularly updating tools and systems (e.g., project status, risks, timesheets) without management reminders
- Lead through influence and mentorship
- Demonstrate executive presence and the ability to articulate solution tradeoffs, securing buy‑in from technical and non‑technical stakeholders across all organizational levels
- Provide informal coaching and mentorship to peers, sharing best practices and supporting skill development across the team
- Technical Solution Leadership
- Serve as an ongoing technical advisor for enterprise customers, translating business goals into robust technical designs that align with objectives and industry best practices
- Take full ownership of technical deliverables and their project milestones, collaborating with customer teams and internal teams to ensure high‑quality outcomes
- Use your technical expertise to design and prototype tailored and scalable solutions for internal and external projects
- Quantify and communicate business cases for product enhancements, using evidence from customer usage to inform roadmap discussions for enterprise needs
- Act with urgency and precision to troubleshoot complex technical issues, ensuring customers receive best‑in‑class support during critical moments
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