About the Role
Professional Services team members are critical to our customers success. They combine enterprise-grade project ownership deep Klaviyo and martech expertise and consultative engagement skills to deliver high-impact implementations and strategic technical solutions for complex customers. They lead scoped post-sales engagements shaping how work is delivered and scaled.
In this role you will:
- Own strategic customer engagements end-to-end from shaping delivery in partnership with Sales to driving successful implementation and long-term adoption alongside Customer Success and Partner teams.
- Operate as a senior individual contributor who is trusted by customers and internal stakeholders to lead through complexity influence at the executive level and consistently deliver measurable outcomes for enterprise accounts.
- Combine strong delivery/project leadership with technical depth and solution design.
How Youll Make a Difference
Core Responsibilities
Shape and scope strategic engagements
- Assist in defining Statements of Work (SOWs) that clearly articulate scope deliverables timelines dependencies and success metrics for complex technical engagements ensuring alignment between customer goals and Klaviyo delivery capabilities.
- Lead consultative conversations with customers to clarify business objectives identify risks and translate desired outcomes into actionable technical implementation plans.
Lead strategic technical engagements
- Serve as the owner for key technical phases of the customer journey ensuring projects are delivered on time on budget and in line with agreed outcomes.
- Build strong stakeholder relationships and communicate effectively with internal and external stakeholders to maintain visibility accountability and momentum toward customer goals.
- Anticipate risks build mitigation strategies and adjust plans to keep enterprise projects on track.
Act as a strategic advisor and subject-matter expert
- Become a deep expert in the Klaviyo platform and surrounding martech ecosystem from data models and integrations to messaging channels (Email SMS) and CDP use cases.
- Translate customer business goals into technical and operational solutions that leverage platform capabilities and best practices.
- Educate and enable internal teams and customer stakeholders becoming the go-to resource for complex questions best practices and solution tradeoffs.
Drive repeatable scalable solutions and continuous improvement
- Approach engagements with a highly analytical mindset - solving for the specific customer first then identifying patterns and codifying repeatable solutions or feeding insights to internal product and engineering teams.
- Contribute to internal initiatives and process improvements that elevate overall Professional Services delivery quality and consistency.
- Maintain excellent operational hygiene by regularly updating tools and systems (e.g. project status risks timesheets) without management reminders.
Lead through influence and mentorship
- Demonstrate executive presence and the ability to articulate solution tradeoffs securing buy-in from technical and non-technical stakeholders across all organizational levels.
- Provide informal coaching and mentorship to peers sharing best practices and supporting skill development across the team.
Technical Solution Leadership
- Serve as an ongoing technical advisor for enterprise customers translating business goals into robust technical designs that align with objectives and industry best practices.
- Take full ownership of technical deliverables and their project milestones collaborating with customer teams and internal teams to ensure high-quality outcomes.
- Use your technical expertise to design and prototype tailored and scalable solutions for internal and external projects.
- Quantify and communicate business cases for product enhancements using evidence from customer usage to inform roadmap discussions for enterprise needs.
- Act with urgency and precision to troubleshoot complex technical issues ensuring customers receive best-in-class support during critical moments.
Who You Are
Experience
- 4 years in SaaS Professional Services implementation solution consulting or similar customer-facing technical roles with a track record of leading enterprise-level projects or solutioning.
- Proven success working with multiple stakeholders across diverse teams and departments in complex often global environments.
Consultative & Commercial Acumen
- Comfortable articulating how Professional Services accelerate time to value and business impact.
- Adept at balancing technical depth with commercial clarity ensuring proposed engagements are both feasible to deliver and impactful for customers.
Domain & Technical Skills
- Hands-on experience with modern web development languages/frameworks (eg. HTML CSS JavaScript) and general-purpose programming languages (eg. Node Python) and a proven ability to learn new languages and technical concepts with minimal guidance.
- Strong understanding of the martech landscape and surrounding technologies including Email SMS/Mobile and how to leverage a CDP for advanced use cases.
- Demonstrated familiarity with APIs webhooks and integrating SaaS platforms into complex enterprise tech stacks; able to guide customers toward best-practice architectures.
Leadership & Collaboration
- Demonstrated executive presence and ability to engage influence and align C-level and senior stakeholders.
- Excellent communicator across written verbal and virtual channels able to convey and translate technical and marketing concepts to a range of audiences (project managers marketers developers executives).
- A strong collaborator with a positive attitude curiosity and eagerness to learn who thrives in a rapidly changing environment.
- Experience acting as a technical advisor or architect for complex implementations especially in martech CDP or B2C CRM contexts.
Working Style
- Proactive resourceful problem-solver who takes ownership and drives solutions forward autonomously.
- Consistently maintains operational rigor (status updates risks time tracking) without management reminders.
- Interested in mentoring others and contributing to team-level execution and enablement beyond individual delivery.
We use Covey as part of our hiring and / or promotional process. For jobs or candidates in NYC certain features may qualify it as an AEDT. As part of the evaluation process we provide Covey with job requirements and candidate submitted applications. We began using Covey Scout for Inbound on April 3 2025.
Please see the independent bias audit report covering our use of Covey here
Required Experience:
Senior IC
About the RoleProfessional Services team members are critical to our customers success. They combine enterprise-grade project ownership deep Klaviyo and martech expertise and consultative engagement skills to deliver high-impact implementations and strategic technical solutions for complex customers...
About the Role
Professional Services team members are critical to our customers success. They combine enterprise-grade project ownership deep Klaviyo and martech expertise and consultative engagement skills to deliver high-impact implementations and strategic technical solutions for complex customers. They lead scoped post-sales engagements shaping how work is delivered and scaled.
In this role you will:
- Own strategic customer engagements end-to-end from shaping delivery in partnership with Sales to driving successful implementation and long-term adoption alongside Customer Success and Partner teams.
- Operate as a senior individual contributor who is trusted by customers and internal stakeholders to lead through complexity influence at the executive level and consistently deliver measurable outcomes for enterprise accounts.
- Combine strong delivery/project leadership with technical depth and solution design.
How Youll Make a Difference
Core Responsibilities
Shape and scope strategic engagements
- Assist in defining Statements of Work (SOWs) that clearly articulate scope deliverables timelines dependencies and success metrics for complex technical engagements ensuring alignment between customer goals and Klaviyo delivery capabilities.
- Lead consultative conversations with customers to clarify business objectives identify risks and translate desired outcomes into actionable technical implementation plans.
Lead strategic technical engagements
- Serve as the owner for key technical phases of the customer journey ensuring projects are delivered on time on budget and in line with agreed outcomes.
- Build strong stakeholder relationships and communicate effectively with internal and external stakeholders to maintain visibility accountability and momentum toward customer goals.
- Anticipate risks build mitigation strategies and adjust plans to keep enterprise projects on track.
Act as a strategic advisor and subject-matter expert
- Become a deep expert in the Klaviyo platform and surrounding martech ecosystem from data models and integrations to messaging channels (Email SMS) and CDP use cases.
- Translate customer business goals into technical and operational solutions that leverage platform capabilities and best practices.
- Educate and enable internal teams and customer stakeholders becoming the go-to resource for complex questions best practices and solution tradeoffs.
Drive repeatable scalable solutions and continuous improvement
- Approach engagements with a highly analytical mindset - solving for the specific customer first then identifying patterns and codifying repeatable solutions or feeding insights to internal product and engineering teams.
- Contribute to internal initiatives and process improvements that elevate overall Professional Services delivery quality and consistency.
- Maintain excellent operational hygiene by regularly updating tools and systems (e.g. project status risks timesheets) without management reminders.
Lead through influence and mentorship
- Demonstrate executive presence and the ability to articulate solution tradeoffs securing buy-in from technical and non-technical stakeholders across all organizational levels.
- Provide informal coaching and mentorship to peers sharing best practices and supporting skill development across the team.
Technical Solution Leadership
- Serve as an ongoing technical advisor for enterprise customers translating business goals into robust technical designs that align with objectives and industry best practices.
- Take full ownership of technical deliverables and their project milestones collaborating with customer teams and internal teams to ensure high-quality outcomes.
- Use your technical expertise to design and prototype tailored and scalable solutions for internal and external projects.
- Quantify and communicate business cases for product enhancements using evidence from customer usage to inform roadmap discussions for enterprise needs.
- Act with urgency and precision to troubleshoot complex technical issues ensuring customers receive best-in-class support during critical moments.
Who You Are
Experience
- 4 years in SaaS Professional Services implementation solution consulting or similar customer-facing technical roles with a track record of leading enterprise-level projects or solutioning.
- Proven success working with multiple stakeholders across diverse teams and departments in complex often global environments.
Consultative & Commercial Acumen
- Comfortable articulating how Professional Services accelerate time to value and business impact.
- Adept at balancing technical depth with commercial clarity ensuring proposed engagements are both feasible to deliver and impactful for customers.
Domain & Technical Skills
- Hands-on experience with modern web development languages/frameworks (eg. HTML CSS JavaScript) and general-purpose programming languages (eg. Node Python) and a proven ability to learn new languages and technical concepts with minimal guidance.
- Strong understanding of the martech landscape and surrounding technologies including Email SMS/Mobile and how to leverage a CDP for advanced use cases.
- Demonstrated familiarity with APIs webhooks and integrating SaaS platforms into complex enterprise tech stacks; able to guide customers toward best-practice architectures.
Leadership & Collaboration
- Demonstrated executive presence and ability to engage influence and align C-level and senior stakeholders.
- Excellent communicator across written verbal and virtual channels able to convey and translate technical and marketing concepts to a range of audiences (project managers marketers developers executives).
- A strong collaborator with a positive attitude curiosity and eagerness to learn who thrives in a rapidly changing environment.
- Experience acting as a technical advisor or architect for complex implementations especially in martech CDP or B2C CRM contexts.
Working Style
- Proactive resourceful problem-solver who takes ownership and drives solutions forward autonomously.
- Consistently maintains operational rigor (status updates risks time tracking) without management reminders.
- Interested in mentoring others and contributing to team-level execution and enablement beyond individual delivery.
We use Covey as part of our hiring and / or promotional process. For jobs or candidates in NYC certain features may qualify it as an AEDT. As part of the evaluation process we provide Covey with job requirements and candidate submitted applications. We began using Covey Scout for Inbound on April 3 2025.
Please see the independent bias audit report covering our use of Covey here
Required Experience:
Senior IC
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