Technical Consultant - CPG SaaS
About The Position
UpClear is seeking a client-focused Technical Consultant to join the Delivery team within its Client Services department. The role guides new clients through implementation of UpClear’s revenue management platform, from the initial workshop through go-live. The consultant learns how each client plans and manages its business, configures the platform to fit client processes, and trains teams to use it. The role also supports the Sales team with product demonstrations and solution scoping. Success is measured by client adoption and the value clients get from the platform. The position requires on-site collaboration and commuting to UpClear’s West 22nd Street office in New York four days per week. UpClear is unable to provide employment authorization sponsorship at this time.
Requirements
- Bachelor’s degree in Business, Information Systems, Supply Chain, Finance, or a related field, or equivalent experience.
- Five years of experience in a client-facing implementation, consulting, or professional services role, ideally with a B2B SaaS company or in a CPG environment.
- Experience delivering software implementations, including requirements workshops, configuration, testing, and go-live.
- Advanced Excel skills, including lookups, pivot tables, and data cleanup, and working knowledge of SQL for querying and validating data.
- Excellent communication and presentation skills, with confidence leading workshops, training sessions, and demonstrations for business users.
- Strong organizational and project management skills, including the ability to manage several client workstreams at once.
- A consultative, client-first approach and ability to explain technical concepts in plain business terms.
- Able to commute to the West 22nd Street office in New York four days per week.
Nice To Haves
- 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 demonstrations or solution scoping.
- Experience creating training materials or delivering user training.
- Familiarity with project tracking tools such as Jira, Azure DevOps, or Smartsheet.
Responsibilities
- Lead new-client implementation workstreams from kickoff and requirements workshops through configuration, testing, and go-live.
- Run workshops with client stakeholders to understand trade promotion, planning, and revenue management processes and translate requirements into platform configuration.
- Configure the platform to meet client needs, including data, hierarchies, and user access.
- Prepare, map, and validate client data using Excel and SQL, collaborating with client teams to resolve data quality issues before go-live.
- Plan and deliver training for client users and administrators, and create training materials and user guides.
- Manage project plans, timelines, and status updates; raise risks early and keep clients informed.
- Serve as a trusted client contact during implementation, building relationships and managing expectations.
- Support Sales with product demonstrations, discovery calls, and scoping implementation effort for prospective clients.
- Document client configurations and facilitate smooth handoffs of live clients to ongoing support.
- Share client feedback and recurring requests with the Product team to help shape the roadmap.
Benefits
- Medical, dental, and vision health care plans.
- Retirement plan with company match (401(k), IRA).
- Paid time off, including vacation, sick time, and public holidays; the package grows with seniority.
- Paid maternity leave.
- Paid parental bonding leave.
- One month of paid sabbatical after five continuous years of work at UpClear.
- Hybrid work model.
- Weekly happy hours and office culture.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
