CPG SaaS Technical Consultant - Client-Facing, Hybrid NYC

UpClear Inc.; New York (NY); On-site; USD 150,000 - 190,000; Full time

Benefits offered by this job

Healthcare plans

401k with company match

Generous paid time off

Paid maternity leave

Parental bonding leave

Sabbatical after five years

Hybrid work model

Competitive salary

Job summary

UpClear, a NYC-headquartered SaaS revenue management company, seeks a client-focused Technical Consultant for its Delivery team. You will guide new clients from workshops to go-live, configuring the platform to fit client workflows, mapping data, and training teams for confident use.

You'll support Sales with demos and scoping, manage multiple workstreams, and build strong client relationships. A Bachelor's degree and 5 years of SaaS implementation experience are expected.

Qualifications

• 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.

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.

Skills

Client-facing

Workshop facilitation

Project management

Communication

Consultative approach

Education

Bachelor's degree or equivalent experience in Business, Information Systems, Supply Chain, Finance

Tools

Excel

SQL

Jira

Azure DevOps

Smartsheet

Job description

UpClear, a NYC-headquartered SaaS revenue management company, seeks a client-focused Technical Consultant for its Delivery team. You will guide new clients from workshops to go-live, configuring the platform to fit client workflows, mapping data, and training teams for confident use.

You'll support Sales with demos and scoping, manage multiple workstreams, and build strong client relationships. A Bachelor's degree and 5 years of SaaS implementation experience are expected.