Professional Services Sales Consultant

Remote (designated states)

Department: Professional Services

This position is fully remote and may be performed from one of the following U.S. states: AL, AZ, FL, GA, IN, KS, MA, MI, MS, NC, NV, OR, PA, SC, TN, TX, VA.

We are currently seeking a highly organized and motivated individual to join our team as a Professional Services Sales Consultant, supporting both new and existing client sales opportunities.  In this role, you will be responsible for supporting the sales team in various aspects of the sales process, with a focus on coordinating activities related to professional services. You will play a key role in ensuring smooth communication between multiple parties including Sales, Product, Clients, and the Professional Services team to facilitate successful sales transactions and project delivery.

Duties and Responsibilities

• Support the professional services and sales teams by attending and/or participating in meetings and appointments with clients.
• Collaborate with multiple parties to gather information, develop estimates and scope documentation.
• Act as a liaison between the sales team and professional services team to ensure clear communication and alignment on project scope, timelines, and deliverables.
• Assist in the preparation of client facing materials and presentations.
• Deliver presentations to prospective clients to educate on the New Business delivery methodology and project expectations
• Maintain accurate records of client interactions, sales activities, contracts and project progress.
• Coordinate the onboarding process for new clients, including gathering necessary documentation and facilitating introductions between the client and project team.
• Provide ongoing support to clients throughout the sales cycle, addressing any questions or concerns related to implementation and ensuring a positive client experience.
• Support internal and external documentation (Confluence, presentations, etc) of processes and references (like agreed pricing tables) to keep alignment between Sales and Professional Services
• Partner with implementation teams to Identify project risk themes that should be addressed upstream in the sales process
• Ensure new roadmap functionality has the right services and supporting documentation included into to the upsell or new business scope process

Position Proficiencies and Requirements

• Bachelor's degree in a relevant field (e.g., Business Administration, Engineering, Computer Science) or equivalent work experience. 
• Proven experience in sales support, customer service, or project coordination.
• Excellent organizational skills with the ability to manage multiple tasks and priorities simultaneously.
• Strong communication skills, both written and verbal, with the ability to effectively interact with clients and internal teams.
• Proficiency in CRM software (e.g., Salesforce, HubSpot) and Microsoft Office Suite.

• Detail-oriented with a focus on accuracy and quality of work.
• Ability to work independently and as part of a team in a fast-paced, dynamic environment.
• Prior experience in the professional services industry is a plus.
• Flexibility to adapt to changing priorities and deadlines.
• Strong problem-solving skills and a proactive approach to finding solutions.

Our Core Values

We put our Clients First - We are Open and Honest - We are Disciplined, Yet Flexible

We love to Solve Problems - We are Committed to Greatness - We are a High Performance Team

About Us

Work with a World-Class Healthcare Team.  Raintree Systems is the leading provider of both efficiency tools and engagement features that are built to manage ALL aspects of the healthcare industry.  By way of high-level automation, intuitive analytics and simplified reporting, our platform eases practice staff's workload and optimizes business operations. 

Our team of Rainees is built on expertise in their respective areas with a core understanding of teamwork and collaboration. Plus, our Rainees have an enthusiasm for excellence, growth, and continuous improvement in our process and the ways in which we support our valued clients. 

If you align with our company values and seek to join a team of friendly and passionate people who are dedicated to excellence, Raintree may be the perfect fit for you!

Our Perks

• Remote Work/Work From Home
• Paid Time Off/11 Paid Holidays/Year-End Holiday Break
• Health, Dental, Vision, HSA/FSA
• 401K with Company Match
• Disability & Life Insurance
• Employee Assistance Program
• Paid Parental Leave

Raintree Systems provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.