Senior Application Consultant - Remote

Overview

We are seeking a Senior Application Consultant to join our Professional Services team. In this customer-facing role, you’ll work closely with clients to successfully implement Engageware’s Appointment Scheduling solution. You will be a trusted advisor and subject matter expert, helping configure and deliver tailored implementations across banking, wealth management, and enterprise clients.

This is a cross-functional role that blends technical expertise, project management, and customer success – ideal for someone who thrives in a dynamic, fast-paced environment.

Project Management & Customer Engagement

• Lead customer onboarding and configuration projects for Engageware’s Appointment Scheduler
• Translate business requirements into technical and functional designs
• Drive customer satisfaction by proactively managing timelines, deliverables, and expectations
• Conduct solution overviews and demos using real customer data (MVPs)
• Provide project status updates and coordinate issue resolution

Technical Configuration & Integration

• Customize solutions using Appointment Scheduler’s administrative interface and tools such as HTML, XML/XSL, JavaScript, Python, SQL
• Map and import client data into Appointment Scheduler using CSV or XML files
• Configure integrations with systems like Microsoft Exchange, Google Workspace, Salesforce, SSO, and conferencing tools
• Work with REST/SOAP APIs for advanced configuration and integrations

Training, Support & Documentation

• Deliver training for users, admins, and stakeholders
• Troubleshoot business and technical issues
• Share client insights and feedback with Product and Engineering teams
• Contribute to internal documentation and knowledge base updates
• Help customers implement best practices based on Engageware’s deep experience as a leader in the appointment scheduling space

Requirements

• 5+ years implementing enterprise applications in a technical or consulting capacity
• Strong technical aptitude with experience in system integrations and APIs
• Post-secondary degree in a technical field
• Excellent communication and customer-facing skills
• Experience with project management tools like JIRA, Confluence, or Wrike
• Ability to work independently while collaborating with cross-functional teams
• Strong analytical and problem-solving skills

Benefits

• SaaS experience, especially with scheduling, workflow, or calendar products
• Financial services industry experience
• Salesforce admin certification or equivalent experience
• Fluent in both English and Spanish