Solutions Associate

The Solutions Associate is a high-versatility role on a small, fast-moving team building an AI business from the ground up. You will work directly with the Solutions Consultant across the full client lifecycle - from early sales support through onboarding and successful handoff to the Services team. The primary focus is ensuring new clients are set up, trained, and operational on PRESHai deployments, while also supporting sales operations and partner program work as needed.

This role is ideal for someone who thrives in environments where the job description is a starting point, not a boundary. You will context-switch between client onboarding, integration support, pipeline coordination, and operational tasks daily. As PRESHai scales, this role grows with it - the natural career path leads to Solutions Consultant and beyond.

• Own the end-to-end onboarding experience for new PRESHos deployments - from initial environment setup through full user adoption.
• Conduct onboarding sessions with client teams to walk through PRESHos workflows, agent capabilities, and daily usage patterns.
• Develop and maintain onboarding playbooks, quick-start guides, video walkthroughs, and reference documentation tailored to each client’s configuration.
• Lead employee enablement programs that train client staff to use PRESHos effectively in their roles, including role-specific workflow training.
• Track onboarding milestones, flag adoption risks early, and implement corrective actions to ensure successful rollouts.
• Serve as the primary point of contact for clients during the onboarding window, managing expectations and resolving blockers.

• Assist partners in setting up and connecting their systems with pre-built connectors and integrations, ensuring correct configuration and functionality.
• Provide hands-on guidance throughout the integration process, translating technical requirements into clear next steps for non-technical stakeholders.
• Create setup documentation and support materials that enable partners to navigate integration processes independently.
• Troubleshoot and resolve issues during implementation, working with partners and internal teams to maintain project timelines.

• Support the Solutions Consultant with pipeline management, proposal preparation, and prospect follow-up.
• Coordinate the sales-to-services handoff process, ensuring clean transitions and complete documentation for the Services team.
• Assist with lead qualification, meeting preparation, and CRM hygiene.
• Handle inside sales tasks as needed to support business development efforts.

Feedback & Continuous Improvement

• Gather structured feedback from clients on their onboarding experience, product usability, and pain points.
• Synthesize and relay insights to internal product and engineering teams to inform platform improvements.
• Monitor post-onboarding adoption metrics to ensure clients are achieving desired outcomes.
• Continuously refine onboarding processes, templates, and enablement materials based on feedback and results.

• 2+ years of experience in customer onboarding, implementation, sales support, technical support, or client success - ideally within SaaS, IT services, or the technology channel.
• Demonstrated ability to translate technical concepts into clear, accessible language for non-technical audiences.
• Experience creating onboarding documentation, training materials, or process guides.
• Strong communication and interpersonal skills with a bias toward proactive, structured client interactions.
• Comfort working with system integrations, APIs, and connector-based platforms at a functional level.
• Self-directed work style with the ability to manage multiple concurrent engagements and context-switch effectively.
• CRM experience

• Experience working with MSPs, VARs, or IT solution providers.
• Familiarity with platforms common in the IT channel: ConnectWise, Autotask, HubSpot, ServiceNow, Salesforce, or similar PSA/CRM tools.
• Exposure to AI-powered tools, automation platforms, or agent-based systems.
• Experience with enablement or training program design and delivery.

• Clients are fully onboarded and actively using their deployment within defined timelines.
• Onboarding documentation and enablement materials are comprehensive, current, and client-tested.
• Sales-to-services handoffs are clean, complete, and require zero rework from the Services team.
• Client satisfaction and adoption scores are consistently high post-deployment.
• Feedback loops are functioning - client insights reach product and engineering within days, not weeks.