PROFESSIONAL SERVICES CONSULTANT RESUME EXAMPLE
Updated: Feb 9, 2025 - The Professional Services Consultant leads complex professional services engagements, manages client onboarding milestones, and collaborates with cross-functional teams to ensure smooth hand-offs. This role involves working closely with customers to develop best practices, create reference stories, and build API integrations between Wrike and other solutions. The consultant also acts as a project manager for large-scale implementations, maintains timelines, delegates tasks, and delivers on-time solutions.


Tips for Professional Services Consultant Skills and Responsibilities on a Resume
1. Professional Services Consultant, Insight Solutions Group, Charlotte, NC
Job Summary:
- Deliver consistent, quality training experiences for clients
- Assisting clients with go-live set-up and configuration of software
- Creating and updating technical guides and documentation
- Creating training videos and hosting webinars/online training sessions
- Research and recommend new and innovative ways to deliver training
- Assisting the team with testing new software features
- Participate in the onboarding and integration of new team members by providing training on software.
- Educate partners and customers on scaling up RPA at the enterprise level by designing and implementing the appropriate automaton operating models
- Work with the C-Level Change team to develop an RPA strategy through visioning sessions with the customer leadership team
- Advise and design future state automation operating model frameworks
Skills on Resume:
- Training Delivery (Soft Skills)
- Software Configuration (Hard Skills)
- Documentation Creation (Hard Skills)
- Webinar Hosting (Soft Skills)
- Innovation Research (Hard Skills)
- Software Testing (Hard Skills)
- Team Member Onboarding (Soft Skills)
- Automation Strategy Design (Hard Skills)
2. Professional Services Consultant, BrightPath Consulting, Austin, TX
Job Summary:
- Consult with clients during digital transformation projects
- Guide clients in their growth by recommending best practices to optimize their processes and increase their profits
- Conduct business analyses, gather requirements, and scope out projects
- Implement Salesforce apps from the AppExchange for clients
- Implement Krow Software, a PSA app, within Salesforce
- Collaborate with team to complete projects
- Test and validate client processes before, during, and after deployment
- Train and coach the clients
- Manage projects and present project status and budget updates to clients
- Sharpen skills and remain up to date with the various applications used in Salesforce
Skills on Resume:
- Digital Consulting (Soft Skills)
- Process Optimization (Hard Skills)
- Business Analysis (Hard Skills)
- Salesforce Implementation (Hard Skills)
- PSA App Integration (Hard Skills)
- Team Collaboration (Soft Skills)
- Process Validation (Hard Skills)
- Project Management (Soft Skills)
3. Professional Services Consultant, ElevateTech Services, Denver, CO
Job Summary:
- Lead the most complex professional services engagements for Wrike customers.
- Track and maintain accurate client records and complete key onboarding services milestones using Wrike, Salesforce, and other systems.
- Work with customers to generate reference stories, and lead best practice creation
- Collaborate with Wrike’s Product and other teams to identify short-term solutions to issues/requests and influence the product roadmap.
- Collaborate with Sales, Sales Engineering, and Customer Success to ensure smooth hand-offs before and after onboarding.
- Act as Project Manager for large-scale engagements, maintain timelines and delegate to both internal and client resources to ensure on-time delivery of deployment milestones, training, and launch.
- Scope strategic Professional Services engagements and assist the sales team in positioning the value of those services.
- Build and configure API integrations between Wrike and other solutions.
- Act as a coach/mentor for team members in the organization.
- Self-educate on work management methodologies, and productivity hacks, and share that knowledge with the rest of the team
Skills on Resume:
- Client Engagement Leadership (Soft Skills)
- Onboarding Management (Hard Skills)
- Best Practices Development (Soft Skills)
- Cross-Team Collaboration (Soft Skills)
- Project Management (Soft Skills)
- Professional Services Scoping (Hard Skills)
- API Integration (Hard Skills)
- Team Mentorship (Soft Skills)