Teams at Outreach

Lead customer onboarding and implementation projects for Outreach’s platform and AI Agents. Configure and tune AI workflows, guide customers on GTM strategy and adoption, manage project timelines, budgets, risks, and sign-offs, and coordinate cross-functional handoffs. Support post-launch optimizations and expansions, capture customer feedback, and improve Professional Services methodologies. The role requires strong consulting, project management, technical configuration, change management, and customer relationship skills.

Own corporate FP&A forecasting, consolidations, cash flow planning, reporting, and financial modeling. Partner with Accounting and cross-functional leaders to analyze variances, improve forecast accuracy, support executive and Board reporting, and guide resource allocation. The role also enhances planning processes, automation, and models covering stock-based compensation, capital expenditures, collections, share count, and long-range planning.

Own the full sales lifecycle for net-new enterprise accounts, from prospecting and discovery through solution demonstrations, negotiation, closing, scoping, and handoff. Build territory and account plans, generate pipeline, forecast accurately, apply MEDDPICC, and sell complex AI-powered SaaS solutions to executive stakeholders. Manage nine- to twelve-month sales cycles and $200,000–$500,000 contracts while partnering with solutions consultants, finance, professional services, and account management.