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!

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 familiar with AWS cloud concepts, APIs and interoperability tools, and sales demo skills. 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: 

• 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
• Review and respond to technical and functional questions posed in-person and through Requests for Proposal (RFPs) and other formal procurement methods
• Work with members of the revenue team initially upon hire, and on an ongoing basis, on sales demo skills and how to demo new features 
• Document requirements for custom integrations between Casebook and other applications
• Occasionally participate in marketing events such as tradeshows and conferences, and 2-3 company or team events annually 
• Meet with technical stakeholders, virtually or in person, to answer questions and show how Casebook can fit into their overall architecture 
• Document and communicate enhancement requests from prospects

• 3+ years in a pre-sales role
• Must live in the continental United States 
• Experience or technical-level knowledge of cloud concepts, cloud security, data migration/conversion, integration, and cloud software architecture
• In the past 2 years, has worked in a human services, social services, or case management organization OR a company that services these types of customers
• Ability to present professional content via Zoom and Google Meet, at conferences, and occasionally in-person
• Experience demonstrating software in a sales environment
• Cloud practitioner, coding skills and/or 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
• Work with the Chief Revenue Officer and other members of the Senior Leadership Team to  help improve upon the current pre-sales process and improve the experience of our soon-to-be customers whenever possible
• A common belief in Casebook’s mission of helping human services organizations use technology to improve the lives of those they serve

Everyone's career and life history are unique. If you don't meet all the requirements, let us know why you're the right person for the job along with your specific traits or experience that can help Casebook in its mission of improving outcomes in human services through technology. 

Compensation ranges for individuals in Colorado, California, and Washington
Position Title(s): Technical Solutions Consultant II

Salary Range: $90k-$110k USD
Sales Incentives: $30,000+ (usd) at target  (% of sales, no limit on incentive earned)
 

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