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Role: Professional Services Consultant

Location: US Wide

What they do

Syncari was born out of frustration. Put simply, we can’t stand the fact that despite the decades of effort poured into integrating and managing data across systems, data confidence keeps getting worse. We built our data automation platform to help business leaders take back control of their data and restore data confidence once and for all.
By combining our unique Operational Data Hub with truly stateful multidirectional synchronization, we’ve created a complete platform for moving your integrated, yet still siloed, revenue applications into an operating system for your business, from leads to billings.
Syncari helps businesses solve costly data inconsistencies by treating the enterprise application stack as one harmonized system, while intelligently cleansing, merging, augmenting, and transforming data across them. It was built for revenue operations professional and requires no code to automate key business process through data flows, rather than triggers.

About the role

  • Perform business and technical discovery with customers and be able to architect/build proposed solutions using Syncari
  • Be our customer’s most trusted advisor by utilizing Syncari platform capabilities to achieve their business outcomes
  • Provide a consultative approach in advising customers, own the implementation process, and create a data architecture tailored to the customers business
  • Articulate and educate on business, technical, and architectural concepts to a variety of audiences, including business users, developers, architects, IT operations professionals, and senior IT management
  • Manage escalations, blockers, and feature enhancements, while collaborating with customers
  • Serve as the primary point of contact when customer issues arise and assemble the right team members to solve the customer’s issue(s)
  • Participate in prioritizing technical issues and product improvements to address most critical issues affecting customer experience
  • Develop and be a Syncari best practice expert
  • Share examples with our community to solve common data automation problems

About you

  • BS or equivalent education
  • 5+ years of experience in consulting, success, support, and direct experience working with a novel product
  • Syncari helps integrate all types of end systems. Experience with CRM applications like Salesforce and Freshsales, MAS applications like Marketo and Hubspot, and/or Financial solutions like Zuora and Netsuite is preferred.
  • Experience in a SaaS/iPaaS organization
  • Hands-on experience with automation technologies, middleware, integration architecture patterns, web services technologies, enterprise messaging patterns, APIs, SOA, ESB, BPM, SDKs, and Databases
  • Experience with cloud technologies – iPaaS, SaaS applications, cloud infrastructure
  • Insane passion for making customers successful and for them to always feel supported on their journey with us
  • Requires an understanding of integration platforms that can solve multiple use cases
  • Excellent communication both upward and with peers
  • Strong problem solving and analytical thinking
  • Ability to build assets, templates, and materials for customers to leverage during an implementation
  • A passion for and belief in the power of data automation to drive cross-organizational business value
  • Ability to learn new concepts, technologies and solve problems
  • Strong interpersonal skills with the ability to convey and relate ideas to others and work collaboratively to get things done.
  • Excellent presentation abilities and composure in front of all levels of technical and business audiences
  • Ability to lead architectural discussions
  • A passion for technology and translating that passion into business impact for customers
  • Excellent verbal communication, written communication, and presentation skills in front of all audiences.


Speak to your contact at Org 3D who can answer any questions you have and set a call up with the client.

Not for you?

Refer somebody else. We’ll give you $1000 if they land the role!


After lunch, our target markets have risen, and so your duties will shift to maximising time with people on the phone. This will involve:

Business development
You’ll take the details gathered in the morning to reach out to new prospects, which may include phoning prospects, then booking in Zoom calls after.

Following up
Some clients and candidates will need a bit of chasing after you’ve spoken to them. This might involve getting interview feedback.

As for the candidates you previously headhunted who haven’t yet responded on LinkedIn, you’ll reach out to them again.

Wrapping up
You’ll perhaps confirm interviews, send calendar invites or proposals for retained projects. There will be a team debrief, and you’ll reflect to enable goal setting for the next day.


Mornings are when all our clients, candidates and prospects are asleep, so this is our preparation time. This consists of mostly marketing activities:

Goal setting
Goal setting for what you will get out of the day is a crucial part of how we work. You should note that things change, so midweek you may have to tweak it to stay on track.

Overnight there may have been offers made, interview feedback, responses to marketing emails, or calls booked in. You’ll reply to these, so recipients will see it first thing their time.

You’ll use the likes of Crunchbase, LinkedIn and ZoomInfo to discover exciting companies and their people’s details in our niche, and the best candidates to network with.

Build projects
This is gathering all the information from the previous step. You’ll set up email campaigns with tailored messaging, as well as create bespoke video pitches.

Need our help?Fill in your details and let us know a little more about the role(s) you’re looking to fill. One of the team will then be in touch to discuss how we can help.

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