Customer Implementation Specialist
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Job Location:
New York City, NY - USA
Monthly Salary:
Not Disclosed
Posted on:
19 days ago
Vacancies:
1 Vacancy
Job Summary
Role:Customer Implementation Specialist
Location:New York NY.
On site. Full-time.
About the job:
Advantra is partnering with a Series A AI startup to hire a Customer Implementation Specialist to support accounting and deduction teams help customers adopt the platform and translate feedback into product improvements.
About the role:
You will help brands implement Confidos deductions management software troubleshoot challenges collect user feedback and assist the sales team. You will document processes and support product improvements based on real-world customer needs.
Responsibilities:
- Support accounting and deduction teams in onboarding and implementing Confido.
- Troubleshoot user challenges and provide ongoing customer support.
- Collect feedback to inform product improvements and feature prioritization.
- Document retailer/distributor deduction processes and cash application workflows.
- Partner with the sales team on calls to provide domain expertise and support.
- Assist in translating user pain points into actionable product requirements.
- Maintain clear and organized documentation for internal and customer use.
Core requirements:
- 3 years of deductions management experience at a CPG brand with $20M in annual sales.
- Accounting degree or staff-level accounting experience.
- Strong understanding of cash application deductions and financial workflows.
- Excellent communication skills to collaborate with customers and internal teams.
- Ability to translate customer needs into product feedback and documentation.
- Comfortable working full-time in NYC with regular travel.
- Detail-oriented with strong organizational skills.
- Experience supporting software implementation or adoption in a business context.
Nice to have:
- Prior experience in a startup or fast-growing tech environment.
- Familiarity with AI-powered financial or CPG platforms.
- Experience in customer success or implementation roles.
- Proficiency in documenting complex workflows and processes.
- Knowledge of deductions automation or related software tools.
How to apply:
Email with links to shipped work and a short note on what you owned. Company name shared after the intro.
About Us:
Advantra-Upstart Crew is a search program inside Advantra Consulting. We partner with early stage and high growth startups to hire the top 2% in Tech and GTM. We run end to end searches from single role headhunts to full team build outs using domain experts and a vetted network to deliver tight shortlists. We stay close to founders and candidates so the relationship lasts beyond the first hire.
Key Skills
- Employee Orientation
- Dayforce
- Human Capital Management
- Visio
- Business Process Modeling
- Process Mapping
- Ceridian
- Smartsheet
- Salesforce
- Peoplesoft
- Project Management
- Microsoft Project
