The Technical Consultant role for Omatic Software is an exciting role that is critical to the success of the company as a lead on Omatic platform onboardings and software customization services for customers. Our mission is to delight our customers in their use of our products and services. This role focuses on time to value and ensuring customers are live successfully with expedience.
Responsibilities include assessing customer data needs, designing and delivering professional and accurate product onboarding to customers in a timely fashion, and ensuring that the Omatic platform is configured and coded to meet customer requirements. The Technical Consultant is a trusted advisor, someone our customers look to for best practices with their Omatic solutions.

Pre-Sales and Scoping Support

• Lead Deep Discovery, Design and Architecture (DDDA) for enterprise customers
• Assist the Pre-Sales team in providing technical sales and solutions and become a trusted advisor to the customer early in the qualification period
• Assist PS team with SOWs and provide final SOW solution approval for strategic accounts, including line-item deliverables and corresponding level of effort (estimates)

Integrations and Technical Consulting

• Develop expertise on Omatic solutions and remain well-versed on product features and functionality
• Conduct remote software onboarding and training engagements on all Omatic Software solutions
• Accurately assess customer requirements
• Write and deliver professional documentation customized to the individual needs of each customer
• Deliver engagements on time and within budget
• Configure systems and provide testing support
• Create quality, functional code-based solutions based on specific requirements
• Test code before deployment
• Support and troubleshoot solutions post-deployment
• Accurately track and report project hours, notes, and status within Omatic’s internal systems
• Provide product training to the Professional Services team
• Provide product feedback to the Product Management team
• Identify and execute creative technical solutions to complex data issues across the Customer Experience (CX) team
• Ensure that CX systems satisfy quality standards and procedures
• Share best practices across and within the CX team
• Other responsibilities as defined by CX leadership

System Integrator and Partner Support

• Serve as the primary point of contact for Omatic System Integrators and partners, offering timely and effective support
• Troubleshoot and resolve technical issues or challenges faced by Omatic System Integrators and partners
• Conduct training for Omatic System Integrators and partners
• Maintain strong relationships with Omatic System Integrators and partners, fostering open communication and providing an escalation path

What You Will Bring:

• Self-motivated learner with the ability to self-manage advancing product knowledge
• Proven work experience as Technical Consultant or Project Manager
• Experience in cloud computing and cloud technologies
• Excellent written and verbal communication skills, with the ability to identify and target needs, define technical concepts, and deliver accurate project deliverables
• Project Management skills including scheduling, task management and the ability to work with multiple customers /projects simultaneously
• Demonstrated success working in a collaborative, cross-team capacity – both internally and externally
• Attention to detail with a strong ability to organize, manage, and execute projects as assigned
• Hands-on experience in software development and / or system administration
• Knowledge of strategic IT solutions
• Strong knowledge with programming languages like JavaScript, Python, SQL, and C#
• Knowledge of BBCRM and BBCRM development framework (SDK)
• Knowledge of Microsoft Azure DevOps
• Demonstrated ability to leverage AI in coding and technical projects
• Entrepreneurial spirit with an agile mindset
• Extremely comfortable with ambiguity
• High degree of conceptual ability
• Analytical ability / Structured thinker

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