Senior Professional Services Consultant

• You are equally comfortable leading clients through a project plan and troubleshooting data configuration and logic issues

• You have a high sense of autonomy and enjoy having ownership of your own projects

• Having the chance to contribute to designing internal processes and workflows excites you

• You thrive at bringing structure and clarity to projects with multiple moving pieces

• Configure, set up, and migrate third-party integrations and SFTP connections for existing customers

• Diagnose and resolve integration issues, data mapping/transformation errors, and sync failures using both the ChartHop UI and API response objects

• Validate data flows end-to-end and ensure outputs meet customer specifications•

Assist with testing and rollout of new integrations and platform capabilities

• Serve as the primary point of contact for customers throughout each engagement

• Set and manage project expectations across stakeholders at all levels, from technical teams to executive sponsors

• Translate complex technical concepts clearly for non-technical audiences; build customer confidence at every stage

• Partner with Customer Success to maintain continuity and a consistent customer experience

• Create and maintain internal documentation; train teammates on processes as they evolve

• Provide structured product feedback to Engineering and Product based on patterns across

engagements

• Contribute to the processes and playbooks we're building to scale the Professional Services function

• Customer satisfaction across professional services engagements

• Data quality and accuracy of deliverables at project completion

• Project timelines: phase duration, time to launch, on-time completion

• Reliability and stability of integration and SFTP configurations post-delivery

• 4-6 years of experience in Professional Services, SaaS, consulting, or a related field

• Proven ability to manage complex, multi-phase projects independently from scoping through delivery

• Direct customer-facing experience across company sizes, from SMB to Enterprise

• Experience configuring or managing third-party integrations and SFTP connections

• Strong aptitude for data structures, technical systems, and software configuration

• Experience with HTML, CSS, or Markdown (used for building compensation letter templates)

• Experience with complex custom formulas (Excel, Python, SQL, or equivalent)

• Familiarity with REST APIs and third-party integration patterns

• Outstanding written and verbal communication skills; equally effective with technical and non-technical audiences

• Bachelor's degree, coding bootcamp, or equivalent military experience

• Experience in compensation planning, total rewards, or HR operations

• Business consulting background

• Hands-on experience with Postman, Zendesk, or similar tools