Bachelor's degree in Business, Information Systems, Supply Chain, Finance, or related field; or equivalent experience.
5 years in a client-facing implementation, consulting, or professional services role, preferably in B2B SaaS or CPG.
Experience in software implementations, including workshops, configuration, testing, and go-live.
Advanced Excel skills and working knowledge of SQL for data validation.
Excellent communication and presentation skills for leading workshops and training sessions.
Strong organizational and project management skills to handle multiple client workstreams.
Consultative, client-first approach with the ability to simplify technical concepts.
Responsibilities
Lead implementation workstreams for new clients from kickoff to go-live.
Run workshops to understand client processes and translate them into platform configuration.
Configure UpClear's platform to meet specific client requirements.
Prepare and validate client data using Excel and SQL, resolving quality issues pre-launch.
Plan and deliver training for users and create training materials.
Manage project plans and timelines, proactively addressing risks and keeping clients informed.
Act as a trusted contact for clients, building relationships and managing expectations.
Support Sales with product demos and scoping for prospective clients.
Document client configurations and ensure smooth handover to support post-launch.
Share client feedback with the Product team to influence future developments.
Benefits
Be part of a growing global SaaS company with offices in major cities.
Enjoy a vibrant office culture with weekly happy hours and cross-team collaboration.
Work with the latest Cloud technology in a fast-growing tech environment.
Access to various health care plans tailored to your needs.
401k retirement plan with company match.
Generous Paid Time Off that increases with seniority.
Paid maternity and parental bonding leave.
One month paid sabbatical after five continuous years of service.
Hybrid work model allowing flexibility.
Full Job Description
Please note: We are not able to provide sponsorship for employment authorization at this time. This role requires on site collaboration. You must be able to commute 4 days a week to our West 22nd Street office in New York.
About The Role
We are seeking a client-focused Technical Consultant to join the Delivery team within our Client Services department. In this role, you will guide new clients through implementing UpClear's platform, from the first workshop to go-live. You will learn how each client plans and manages their business, configure the platform to fit the way they work, and train their teams to use it with confidence. You will also support our Sales team with demos and solution scoping. You will need to be comfortable with data and configuration, but your success will be measured by how well your clients adopt the platform and get value from it.
Responsibilities
Lead implementation workstreams for new clients, from kickoff and requirements workshops through configuration, testing, and go-live.
Run workshops with client stakeholders to understand their trade promotion, planning, and revenue management processes, and translate what you learn into platform configuration.
Configure UpClear's platform to meet client requirements, including setup of data, hierarchies, and user access.
Prepare, map, and validate client data using Excel and SQL, working with client teams to resolve data quality issues before go-live.
Plan and deliver training for client users and administrators, and create clear training materials and user guides.
Manage project plans, timelines, and status updates for your workstreams, raising risks early and keeping clients informed.
Act as a trusted point of contact for clients during implementation, building strong relationships and managing expectations.
Support the Sales team with product demonstrations, discovery calls, and scoping of implementation effort for prospective clients.
Document each client's configuration and hand live clients over smoothly to ongoing support.
Share client feedback and recurring requests with the Product team to help shape the roadmap.
Requirements
Bachelor's degree in Business, Information Systems, Supply Chain, Finance, or related field; or equivalent experience.
5 years of experience in a client-facing implementation, consulting, or professional services role, ideally with a B2B SaaS company or within a CPG environment.
Experience delivering software implementations, including requirements workshops, configuration, testing, and go-live.
Advanced Excel skills (lookups, pivot tables, data cleanup) and working knowledge of SQL for querying and validating data.
Excellent communication and presentation skills, with confidence leading workshops, training sessions, and demos for business users.
Strong organizational and project management skills, with the ability to manage several client workstreams at once.
A consultative, client-first approach and the ability to explain technical concepts in plain business terms.
Preferred Qualifications
Experience with Trade Promotion Management, Revenue Growth Management, or Integrated Business Planning software.
Knowledge of CPG sales, trade, and finance processes.
Experience supporting pre-sales activities such as demos or solution scoping.
Experience creating training materials or delivering user training.
Familiarity with project tracking tools such as Jira, Azure DevOps, or Smartsheet.
Benefits
WHY UPCLEAR ?
Be part of a growing global SaaS company, with offices in NYC, London, Paris, Singapore.
Weekly happy hours, good office culture, global cross team collaboration, direct access to executive leadership for guidance.
Work on latest Cloud technology and build architecture for fast-growing Tech
UpClear employees have access to a range of competitive benefits, including
Various Health Care Plans you can choose from to best fits your needs (Medical, Dental & Vision)
Retirement Plan with company match (401k, IRA)
Generous Paid Time Off package that grows with seniority (Vacation, Sick, and Public Holidays)
Paid Maternity leave
Paid Parental bonding leave
One month paid sabbatical after five continuous years of work at UpClear
Hybrid work model
Competitive Salary ($150K - $190K)
The salary range listed is a good faith determination of potential base compensation that may be offered to a successful applicant for this position at the time of this job advertisement and may be modified in the future. When determining a team member's base salary several factors may be considered as applicable including, but not limited to, relevant education, qualifications, certifications, experience, skills, seniority.
