Strategy Consultant

Introduction

Onboarding Strategy Consultants at Optimizely are an important part of the Onboarding team within the broader Customer Success organization. They help guide customers through a successful onboarding experience, accelerate product adoption, and ensure customers get value quickly from Optimizely’s full suite of Content Management, Optimization, AI, and eCommerce solutions.  

Job Responsibilities

• Deliver a high-touch onboarding experience for customers, serving as a trusted product expert on the Optimizely Onboarding team.  

• Manage customer onboarding projects and work closely with implementation partners to ensure successful setup and launch.  

• Drive product adoption by understanding each customer’s goals and helping translate those goals into practical product solutions.  

• Strong discovery skills with the ability to understand customer processes and turn them into practical AI-driven workflows. 

• Gather customer requirements and either configure solutions directly or partner with Solutions Architects and other teams when needed.  

• Manage multiple onboarding projects at once, often across several products, while balancing timelines, priorities, customer satisfaction, and technical quality.  

• Lead onboarding workshops, best practice sessions, product training, and configuration meetings.  

• Identify blockers or product issues early, coordinate the right meetings to resolve them, and escalate enhancement requests or support needs when appropriate.  

• Stay current on Optimizely products and features to provide accurate, consistent guidance across the full product suite.  

• Attend internal product update sessions to learn about upcoming releases and apply new capabilities to customer programs.  

• Partner closely with Account Managers, Solutions Architects, and Solutions Consultants to deliver a smooth onboarding experience.  

• Participate in pre-sales scoping calls to help shape custom service packages and contribute to Statements of Work when needed.  

Knowledge and Experience

• At least 3+ years of customer onboarding or implementation, ideally in a SaaS / PaaS environment   

• 1+ year(s) experience crafting agentic AI workflows for customers. 

• Marketing Technology experience is a huge plus.  Bonus points if familiar with Optimizely products. 

• Ability to manage multiple competing priorities, rapidly adapt and respond to customer requests and timeline changes.     

• Highly collaborative, organized, and execution-oriented with strong presentation skills.    

• Demonstrated ability to communicate with technical, non-technical and executive personnel.   

• Exceptional problem-solving skills and ability to be flexible to project situations.  

• Ability to research, analyze and provide a solution to newly identified issues.     

• Able to be successful in a fast-paced environment that rewards hard work and self-motivation.   

•  Superior relationship and communication skills (both verbal and written).   

• Working knowledge of Content Management Systems with a baseline knowledge of Cloud Computing, B2B & B2C Commerce solutions as well as related analytic, social and marketing tools.     

• Ability to work well under pressure, while retaining focus and composure     

• Drive to learn and share knowledge with customers and teammates     

• Confident; self-motivated and driven to achieve   

• Energetic, lively and have an engaging personality and enjoy working in a team environment    

• Strong work ethic and good organizational skills   

Education

Bachelors or higher equivalent