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Professional Services Manager

Forecast · Denver, Colorado · On-site

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About Forecast

Backed by Balderton Capital.

About the role

We're looking for an analytical, solution-oriented Professional Services Manager who loves getting into the technical detail with customers. In this role, you'll serve as both a functional expert and a trusted advisor, guiding clients through the implementation and adoption of our Professional Services Automation (PSA) platform. You'll build deep product expertise, work closely with clients to understand how their business runs, and translate that into the right Accelo configuration for them. Found on 1752vc Careers, the job board for startup and VC roles.

What they're looking for

  • Serve as a primary implementation lead, managing multiple client projects concurrently
  • Conduct customized expert services sessions for current clients who are looking to refine and optimize their deployment
  • Partner with Sales, Customer Success, and Product teams to ensure a smooth transition from sales to onboarding
  • Work closely with clients to understand their business processes and translate them into tailored Accelo configurations
  • Develop and execute structured implementation plans, managing project timelines, milestones, and deliverables
  • Lead engaging and educational training sessions for client teams
More about this role

Job Title: Professional Services Manager

Description

We're looking for an analytical, solution-oriented Professional Services Manager who loves getting into the technical detail with customers. In this role, you'll serve as both a functional expert and a trusted advisor, guiding clients through the implementation and adoption of our Professional Services Automation (PSA) platform. You'll build deep product expertise, work closely with clients to understand how their business runs, and translate that into the right Accelo configuration for them. If you enjoy weighing configuration trade-offs, solving real problems, and driving long-term customer success, this role is a great fit for you.

Key Responsibilities

  • Serve as a primary implementation lead, managing multiple client projects concurrently.
  • Conduct customized expert services sessions for current clients who are looking to refine and optimize their deployment.
  • Partner with Sales, Customer Success, and Product teams to ensure a smooth transition from sales to onboarding.
  • Work closely with clients to understand their business processes and translate them into tailored Accelo configurations.
  • Develop and execute structured...

Read the full posting on Forecast's site ↗

D-3000 - Customer Success

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