Technical Consultant - CPG SaaS

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

Benefits offered by this job

Health Plans

401k match

Paid Time Off

Maternity leave

Parental bonding leave

Sabbatical after 5 years

Hybrid work model

Salary $150K-$190K

Job summary

UpClear in New York specializes in SaaS revenue management software for consumer brands. We seek a client-focused Technical Consultant to guide new clients through implementing our platform from kickoff to go-live, configuring data, hierarchies, and access, and training teams to use the system with confidence.

You will support the Sales team with demos and scoping, and success is measured by client adoption and value realization.

Qualifications

• Bachelor's degree in Business, Information Systems, Supply Chain, Finance, or related field.
• 5 years in client-facing implementation, consulting, or professional services.
• Experience delivering software implementations: workshops, configuration, testing, go-live.
• Advanced Excel (lookups, pivots) and SQL querying.
• Excellent communication and presentation skills for workshops and demos.
• Strong organizational and multi-workstream project management.
• Consultative, client-first approach and ability to explain technical concepts.

Responsibilities

• Lead implementation workstreams from kickoff to go-live.
• Run workshops to map trade promotion and revenue processes for config.
• Configure platform data, hierarchies, and user access.
• Prepare and validate client data using Excel and SQL.
• Plan and deliver training; create training materials.
• Manage project plans, timelines, and status updates.
• Act as trusted client contact during implementation.
• Support Sales with demos and scoping.
• Document configurations and hand over to support.
• Feedback to Product to shape roadmap.

Skills

Communication

Presentation skills

Project management

Client-facing experience

Analytical thinking

Education

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

Tools

Excel

SQL

Jira

Azure DevOps

Smartsheet

Job description

ABOUT UPCLEAR

UpClear makes a SaaS revenue management software that is used by some of the most recognizable consumer goods brands in the world. Our system supports Trade Promotion Management, Trade Promotion Optimization, Integrated BusinessPlanningand Revenue Management.

We serve more than 80 brands in over 20 countries. Our growth issubstantialand consistent; we have been on the Inc 5000 list of fastest growing private companies for nine years.

UpClear'sglobal headquarters is in New YorkCityand we have international offices in London, Paris, and Singapore.

Please note:
We are not able to provide sponsorship for employment authorization at this time.
This role requireson sitecollaboration. 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.

• 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.

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.