[Remote] Sales Technology Consultant

Note: The job is a remote job and is open to candidates in USA. Warner Pacific Insurance Services is seeking a Sales Technology Consultant to support brokers and agencies in adopting their technology platform. The role focuses on training, customer success, and collaboration with sales to ensure smooth transitions and measurable outcomes.ResponsibilitiesDeliver hands-on training and onboarding for brokers and agencies on our platformAct as a Customer Success partner by helping brokers reach early value milestones (e.g., first transaction, key workflow adoption) and reinforcing best practices over timeMonitor adoption signals (logins, workflow completion, feature usage) and proactively re-engage partners who need additional supportSupport Sales during the deal cycle with technical discovery, product demos, and proof-of-concepts; translate needs into recommended workflowsCoordinate post-sale handoffs with Sales, ensuring broker goals, and agreed-upon workflows carry into onboarding and ongoing success touchpointsCapture common questions, and success blockers; share actionable feedback with internal key partners improve the experienceSkillsExperience in onboarding, training/enablement, implementation, sales engineering, Customer Success or similar customer-facing rolesAbility to build credibility with customers and lead structured conversations focused on goals, outcomes, and adoption progressAbility to explain technical concepts in plain language and lead live trainings and demosStrong discovery skills: can uncover workflows, pain points, and goals and map them to product capabilitiesStrong cross-functional coordination skills (Sales, Product, Operations, Support)Strong organization and follow-through; ability to manage multiple priorities and commitmentsComfort using data and adoption signals to prioritize work and measure progressExperience working with brokers/agencies or in insurance/fintech (or another workflow-heavy B2B platform environment)Experience with CRM and Customer Success tools (e.g., Salesforce, Gainsight, HubSpot) and product analyticsComfort supporting POCs, integrations, or workflow configuration in partnership with technical teamsExperience updating enablement content (guides, videos, FAQs) and facilitating ongoing customer educationBenefitsMerit increasesPaid holidaysPaid Time OffMedicalDentalVisionShort- and long-term disability benefits401(k) + matchLife insuranceCompany OverviewWarner Pacific was founded as a family business over 40 years ago and has since expanded to serve brokers all across our nation. It was founded in 1983, and is headquartered in Westlake Village, California, USA, with a workforce of 501-1000 employees. Its website is http://www.warnerpacific.com.



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