WHO ARE WE?

Sweep is an AI-powered visual workspace for Salesforce and HubSpot that drives speed and control with real-time documentation, data quality engines, and process optimization agents. Using our intuitive platform, teams can build custom CRM functionality such as smart automation, Slack alerts, dashboards, and more in a fraction of the time without compromising the development quality.

We’re looking for a hands-on, Salesforce Consultant to join our New York team, combining customer success responsibilities with technical solution consulting. In this role, you will:

• Serve as a primary point of contact for customers, providing expert support for Sweep and Salesforce-related inquiries.
• Assist customers with Sweep and Salesforce configurations, data model optimization, workflows, and Sweep best practices.
• Deliver onboarding sessions, workshops, and ongoing training to empower customers and ensure successful adoption.
• Diagnose, troubleshoot, and resolve technical issues while ensuring high levels of customer satisfaction.
• Identify opportunities to improve internal processes and contribute to our growing support and solutions operations.
• Manage support tickets, ensuring timely follow-ups, accurate documentation, and alignment with SLAs.
• Collaborate closely with Product, Engineering, and RevOps teams to resolve complex issues and share customer feedback.
• Maintain and expand our knowledge base, FAQs, and support documentation.
• Support pre-sales processes by participating in discovery calls, demos, and technical deep-dives to assess customer needs and advise on CRM and Sweep implementation strategies.