Advisory Solution Consultant - CRM Workflows

As a CRM Solution Consultant for the Switzerland market, you are the technical face of a fundamentally different way of selling. Rather than leading with slideware and scripted demos, you embed alongside the customer, run deep Discovery to isolate one high-value problem, and then prove value in the open — building a working Proof of Value (POV) on the customer’s own data using our Agentic workflow capabilities.

You partner with Sales, Product Management, and Executive Leadership to turn a single, well-chosen use case into undeniable, data-backed proof that earns the next phase of the relationship. This role blends the consultative instincts of a Sr. Advisory Solution Consultant with the hands-on, build-it-in-the-field engineering of a forward-deployed engineer: someone who works inside the customer’s own environment, configuring and proving solutions on their live data rather than presenting finished products from the outside. 

The Embedded Approach 

The CRM Solution Consultant inverts the traditional pre-sales motion. Product demonstration is deliberately minimal — just enough to establish credibility and unlock the real work. The center of gravity is the POV: a short, focused cycle where we get access to a slice of the customer’s data, stand up an Agentic workflow against a problem they genuinely care about, and let the outcome speak for itself. Your job is to earn the right to that POV through rigorous Discovery, then deliver it as an embedded engineer, not a presenter. 

What You’ll Do 

As the CRM Solution Consultant, you will lead a Discovery-first, POV-centric engagement model — using your technical depth and Agentic workflow expertise to convert customer data into proven outcomes, while supporting quarterly and annual sales objectives for your region. 

Key responsibilities include: 

• Partner with Sales as the embedded technical lead — someone who wins on proof, not presentation — to drive transformational CRM opportunities. 
• Lead rigorous Discovery to isolate a single, high-value problem worth solving, mapping the customer’s data, systems, and desired outcome before any product is shown. 
• Keep product demonstration minimal and purposeful — use it only to establish credibility and to set up the POV, never as a substitute for proving value on real data. 
• Secure and scope a POV: earn customer sponsorship to engage in a hands-on cycle where we use their data to solve the identified problem with our Agentic workflow capabilities. 
• Build and deliver the POV as an embedded engineer — configuring Agentic workflows against the customer’s environment and producing measurable, data-backed results. 
• Translate POV outcomes into an executive value narrative that quantifies impact and defines the path from a single proven use case to enterprise-wide adoption. 
• Collaborate with Product Management using field and POV learnings to shape Agentic workflow, integration (e.g. ERP), and AI-driven capabilities that address real enterprise needs. 
• Ensure every Discovery and POV engagement aligns with regional data privacy laws, security expectations, and enterprise compliance standards for handling customer data. 
• Codify reusable POV assets, Discovery frameworks, and Agentic workflow patterns so the embedded POV motion scales across the team. 
• Represent the company at enterprise events, technology forums, and leadership summits as a credible, hands-on technical voice for the embedded POV approach.

Department: Sales
Function: Consulting
Experience Level: Not Applicable