Technical Solutions Consultant (Pre-Sales, Western Region)

Company Description

At Casebook PBC, our software makes people’s lives better. Our company is committed to empowering community well-being through the delivery of adaptive, research-based and practice-driven technology. Designed to “help the helpers,” our innovative and award-winning cloud native SaaS solutions help improve outcomes in human services. It's a great time to be at Casebook PBC!

Job Description

Casebook PBC is looking for a Technical Pre-sales Solutions Consultant to join as a key member of the Revenue team.
Candidates must be based in the US Mountain or Pacific time zone. 

This is a remote, territory-based position. Candidates MUST reside in the territory, have access to a home office with high-speed internet and be able to work a standard workday in the local time zone. 

Compensation:  $95,000 - $115,000 Base Salary + Bonus + Equity + Benefits

The Technical Solutions Consultant (TSC) will work as a member of the Revenue Pre-Sales team and is a key stakeholder in the sales process, demonstrating how Casebook can positively impact nonprofits and government organizations by solving a set of challenges common to organizations that serve others. The TSC will be intimately involved with APIs, interoperability tools, sales demo skills, and familiar with AWS cloud concepts. Solutions Consultants regularly collaborate with Casebook’s Software Account Executives and act as a bridge to the Product Development and Customer Experience teams. Documenting internal and external feature requests and advocating for the needs of prospects that meet our ideal customer profile is a big part of the role. 

The person in this role will: 

• Demonstrate Casebook’s software capabilities as a solution for potential customers in a professional presentation format.

• Meet with prospective customers and stakeholders to answer technical questions 

• Act as product expert for the sales team 

• Create meaningful content outlining technical solutions for use within marketing and sales cycle

• Become the company’s primary expert on the functionality of the Casebook platform and the most common use cases of Casebook customers

• Build proofs of concept with Casebook, and demonstrate integration and interoperability use cases that utilize Casebook's API

• Strong understanding and experience configuring cloud security including SSO & MFA. 

• Maintain and expand the company’s Consensus demo video library

• Show prospective customers how to positively impact their growing organizations with Casebook through demonstrations of Casebook (primarily virtually, via Zoom)

• Document needs of prospects you work with in CRM (Hubspot) and collaborate with the Account Executive to develop follow-up materials (demo videos, proposals) as necessary

• Work closely with members of the revenue team initially upon hire, and on an ongoing basis, on sales demo skills and how to demo new features 

• Experience documenting integration and interoperability requirements in an enterprise environment is a plus

• Participate in marketing events such as tradeshows and conferences as well as company and team off-site events (Estimated Travel up to 10%)

Qualifications

• 2+ years experience in a pre-sales role

• Experience or technical-level knowledge of cloud concepts, cloud security, data migration/conversion, integration, and cloud software architecture

• 2+ years human services experience

• Extensive experience presenting to C-level executives in nonprofit and/or government organizations

• Experience demonstrating software in a sales environment

• Light coding skills and ability to quickly learn new technologies at a high-level.
  For example, this role may be called upon to: 

  • Read the requirements of a State IT Security standard and determine if Casebook meets the requirements through your own knowledge and by collaborating with members of the Product Development team

  • Use n8n, Zapier, or similar tool and work with Product Development to create an integration proof-of-concept

  • Create a report or build a complex reporting dashboard prior to a demonstration with Casebook's internal reporting tools.  

• Work well in a team environment that's obsessed with the success of our customers and prospective customers

• Constantly work to improve our prospective customer’s experience

• A common belief in Casebook’s mission of helping human services organizations use technology to improve the lives of those they serve

• Marketing and webinar experience is a plus

Demo of Casebook: https://play.goconsensus.com/ac9bc58df

Additional Information

In addition to salary and sales commission, this position includes a full benefits package including employer funded health insurance for you and a spouse / domestic partner and children, 401k, and three weeks vacation time.