Totango Consultant for Configuration & Integration via Zoom

Totango is the core CS platform
Looking for someone who has actually built and configured things in Totango adjacent platforms (Churnzero, Gainsight) to walk me through, via Zoom, the setup.

This is a collaborative, screen-sharing engagement. Not a lecture, a working session.

The Specific Problems I Need Help Solving

1. Timeline Noise Cleanup

My Totango instance is cluttered with low-value system-generated entries (e.g., "Person X added a Zoom for this meeting"). CSMs have stopped trusting the timeline because signal is buried under noise. I need to know:

2. Eliminating Manual Data Entry for CSMs

CSMs currently meet with customers and then manually re-enter everything into Totango. It's become a second job. I need to understand:

3. Salesforce-to-Totango Integration

Salesforce is the CRM. Totango is the CS platform. They need to talk. I need to understand:

4. Building Success Plays (Automated Workflows)

I need to build several specific success plays. Walk me through the mechanics:

5. Health Score Architecture

I need to build a composite, multi-dimensional health score. I need to understand:

6. Data Flowing Out of Totango

My company has a data lakehouse that pulls from Totango.

7. Multi-Language / Global Configuration

I have CSMs in Japan, EMEA, and the Americas. One CSM doesn't know whether to log in English or Japanese, and mixed-language entries mean Totango can't extract value. I need to know:

How the Engagement Works (2 Phases)

Phase 1 — My Instance Audit (2–3 hours)

Once I have access to my company's Totango environment, you join my screen. We go through what's currently configured, identify what's generating timeline noise, review existing success plays and integrations, and build a prioritized punch list of what to fix/build first.

Phase 2 — Build Sessions (Ongoing)

We work through the punch list together. You guide, I drive. Goal is for me to be self-sufficient on day-to-day configuration within a few sessions, with you available for complex builds.

Ideal Candidate
You've been a Totango/Churnzero/Gainsight admin or CS Ops person, you've configured success plays, health scores, integrations, and segments (not just used the platform as an end-user CSM)
You can learn Totango quickly
You can explain things by showing, not lecturing
Available for video calls during US Eastern business hours (some flexibility fine)
Screening Question
Describe one Totango success play you built, what triggered it, what it did, and how you tested it.