Services Consulting Specialist
About the role
About FourKites
At FourKites we have the opportunity to tackle complex challenges with real-world impacts. Whether it’s medical supplies from Cardinal Health or groceries for Walmart, the FourKites platform helps customers operate global supply chains that are efficient, agile and sustainable.
Join a team of curious problem solvers that celebrates differences, leads with empathy and values inclusivity.
Role Overview
As a Services Consulting Specialist (SCS), you will serve as the strategic bridge between our Sales and Professional Services teams — supporting prospects through scoping, risk assessment, and requirements gathering while ensuring a smooth, seamless handoff from Sales into Implementation. This is a full-cycle role spanning both net new business development and expansion within our existing customer base. You’ll partner closely with Sales and Customer Success to position high-value services that accelerate time-to-value and drive meaningful business outcomes for customers across the supply chain ecosystem.
Responsibilities
Pre-Sales & Prospect Engagement
- Partner with Sales and Customer Success to evaluate prospect feasibility and ensure customers can be successfully implemented within FourKites’ delivery model
- Lead prospect and customer design sessions to map current-state operations and define a clear solution path with FourKites
- Engage with high-value, complex prospects to facilitate workshops that identify solution gaps, operational complexities, and a viable path forward
- Support Sales on RFP responses related to implementation and operations activities
- Provide strategic guidance on pilot programs during the pre-sales cycle
- Review and enforce BRD completeness standards before SCS engagement begins; define and publish minimum intake requirements to Sales and Pre-Sales (Solution Advisors)
Scoping & Commercial Support
- Review and approve Rough Order of Magnitude (ROM) outputs for highly complex delivery models
- Own the review and finalization of the Solution Scoping Document (SSD), which drives prospect and customer conversations to confirm final project scope
- Design and facilitate cross-modal business process design sessions; build methodology that progressively transfers facilitation capability from SCS to Implementation Managers
- Build and maintain standard scoping questionnaires, and create RACI matrices covering roles and responsibilities from qualification through contract
- Support Sales, Customer Success, and Implementation teams with Fixed Fee service offerings — including estimated timelines, sample project plans, and hours estimates scoped to each prospect’s requirements
- Provide the legal team with all scope inputs required for Statement of Work (SOW) creation
- Own all redline reviews and responses specific to the SOW
Risk & Opportunity Management
- Identify and flag implementation risk with pipeline opportunities - including ARR-to-complexity mismatches and unrealistic timeline commitments - and escalate appropriately via Deal Desk Reviews
- Partner with Sales and Product on new service offerings and strategic partnerships
- Serve as the implementation team's authority on PS fee requirements and scope commitments; maintain appropriate commercial terms under Sales pressure for concessions, with a defined escalation path to PS leadership when alignment cannot be reached
Enablement & Best Practices
- Lead ongoing training sessions with the Sales organization to elevate Professional Services as a value-add and competitive differentiator
- Partner with the Solution Advisor (SA) team to deliver best practice training on implementation methodology and prospect scoping