£40,000 - £60,000 per annum, dependent on experience. Leeds – Office Based. 30 days holiday (increasing up to 35) + Bank Holidays + Work Anniversary Day Off. Benefits include Wellbeing Support, Bright Exchange Discounts, Free Onsite Parking & Regular Team Socials.
Pre‑Sales & Solution Design
* Work with the sales team to understand customer requirements and 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
* Configure 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.
Essential Skills & Experience
* 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.
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