Forward Deployed Engineer, Onboarding Services

About the Team
Our Professional Services team is the main point of contact with Outreach customers after a sale is complete. We are leading experts on AI agent delivery, Sales Engagement, Conversational Intelligence, and Forecasting who bring innovation to implementation each and every day. As a vital part of our customer success ecosystem, we make sure a customer's initial onboarding and implementation are exceptional. We educate our customers on the benefits and features of our core product, inspire their organization, and help them immediately start exceeding their KPIs.

The Role
As a Senior Professional Services Consultant, you are a trusted advisor to customers who have just purchased Outreach, and you ensure their onboarding and services experience is exceptional. You provide strategic insight throughout the implementation and partner with customers on overall platform best practices, GTM strategy, technical configuration, change management methods, and how best to engage their teams to drive adoption. You work across Sales, Presales, Customer Success, Education, Support, Product, and Engineering to keep the customer journey well documented, handoffs seamless, and customer feedback captured.
AI is changing how our consultants work. You will use it to turn discovery conversations into clear requirements faster, spot adoption risk earlier in usage data, and spend more of your time on the strategic guidance customers hire us for.

Location: Candidates based in the Eastern or Central United States are preferred.

Your Daily Adventures Will Include
Serve as the primary point of contact for customers through onboarding and implementation

Deliver implementations on time, keeping customer teams up and running against agreed milestones

Own delivery of Outreach's AI Agents (Research, Revenue, Personalization, Deal, and Meeting Prep) from configuration and prompt engineering through adoption

Demonstrate project management excellence: keep stakeholders on track, stay within budget and margin, manage risk, and secure customer sign-off at project completion

Drive platform and agent adoption during and after go-live

Support existing customers who purchase additional services post-launch, including optimizations, technical audits, and expansions

Identify opportunities for additional services, including Managed Services, and connect customers with the right teams to scope

Document and manage customer information so handoffs between teams and resources are seamless

Own the post-launch handoff of customers to Customer Success

Partner with Support, Product, and Engineering to capture customer feedback and see it through

Contribute to defining and refining Professional Services methodologies, assets, and programs, including how AI is embedded into our delivery workflows

Track your KPIs and adjust quickly to stay on target

Our Vision Of You
3-5 years in professional services, consulting, implementation, or a related customer-facing technical role, ideally in SaaS

Proven track record building trust and client relationships while delivering implementation excellence: inspiring, educating, driving adoption, and managing change

AI-forward: you proactively adopt new AI tools and techniques and bring that expertise into customer conversations

Hands-on experience configuring, tuning, or piloting AI agents, including prompt engineering and agent workflow design

Strong project management: you set clear expectations, manage risk, and hold to timelines

Communicates credibly at every level of a customer organization, from admins to executive leadership

Self-starter, comfortable with ambiguity, quick to pick up complex technical concepts

Breaks down ambiguous problems into concrete, manageable components

Embodies our core values: Trusted Advisor, Win as One Team, and Take Ownership

Preferred Qualifications
Experience implementing Outreach or a comparable sales engagement, conversation intelligence, or forecasting platform

Knowledge of sales processes such as lead generation, pipeline management, and KPIs

Experience with the software delivery lifecycle or application implementation

Experience with CRM administration (Salesforce, Dynamics) and integrations

History of improving processes, methodologies, programs, or frameworks

The annual base salary range for this role is $90,000-$110,000 USD. You may also be offered incentive compensation, bonus, restricted stock units, and benefits. Actual compensation is based on factors such as the candidate's skills, qualifications, location and experience. Final offers are determined through a holistic assessment and will vary within the posted range. Your Recruiter will share specific details based on your location and role during the hiring process.

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Why You’ll Love It Here

• Flexible time off
• 401k to help you save for the future
• Generous medical, dental, and vision coverage for full-time employees and their dependents
• A parental leave program that includes options for a paid night nurse, and a gradual return to work
• Infertility/ assisted reproductive services benefit
• Employee referral bonuses to encourage the addition of great new people to the team
• Snacks and beverages in the Office, along with fun events to celebrate
• Diversity and inclusion programs that promote employee resource groups like Outreach Women's Network, Latinx community, Outreach Black Connection, AAPI community, Pride/LGBTQIA+, Gender+, Disability Community, and Veterans/Military

Outreach is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

Our success is reliant on building teams that include people from different backgrounds and experiences who can elevate assumptions and ideas with fresh perspectives. We're dedicated to hiring the whole human, not just a resume. To that end, we look for a diverse pool of applicants-including those from historically marginalized groups. We would like to invite you to apply even if you don't think you meet all of the requirements listed below. We don't want a few lines in a job description to get between us and the opportunity to meet you.