Associate Implementation Consultant

UpSlide is the number one productivity solution provider for financial services. Our software dramatically improves the functionality of PowerPoint, Word, Excel, and Power BI and enables users at firms like Citi, KPMG, and BNP Paribas to focus on high-value tasks rather than formatting or copy-pasting. We’re scaling up with 160+ employees across our offices in New York, London, Paris (HQ), Singapore, and Berlin.

Our values ✨

Our values guide our approach to work and are at the heart of our recruitment process. To join our team, we look for individuals who value:

• Excellence: We think that every detail counts, and we place great importance on the quality of our deliverables.

• Trust: We are passionate, committed, and free to act with autonomy.

• Happiness at work: We enjoy looking on the bright side and we share our enthusiasm with our colleagues and clients.

The team 🧑‍🤝‍🧑

You will be joining the US Professional Services team which is currently made up of 4 consultants; Josephine, Rebecca, James, and Majhon, the Team Lead.

As a team, we often work closely as advisors for each other on projects and regularly help each other out where possible. We run weekly team meetings, set internal initiatives that excite us most, and enjoy an annual mini-teaminar - this year was a Yankees game!

You’ll also be part of the wider US team of about 20 people across Sales, Customer Success, Partnerships, Support, and Marketing.

Here are some of our team rituals:

• We have quarterly social events from happy hours to theater to ultimate frisbee.

• Yearly seminar in Paris: It’s a unique opportunity for teams to connect, collaborate, and enhance the overall cohesion of the UpSlide global family.

• Weekly goûter: Every Wednesday evening the office meets up for snacks, drinks, games, and lively banter.

• Monthly social events: Once a month, we organize an “around-the-world” exploration of diverse foods and cultures in our team lunch. These moments create a relaxed atmosphere for team bonding.

Team goals 🎯

The team is focused on our north star of helping UpSlide grow ARR. We do this by focusing on excellent project deliveries and driving early adoption.

• High client satisfaction on projects delivered

• New users hit usage goals at month three post-deployment

Your responsibilities 🖋️

We are seeking a proactive and detail-oriented Associate Implementation Consultant to join our growing team. This role is ideal for someone with clear communication skills, a passion for problem-solving, and a natural curiosity.

As an Associate Consultant, you will become an expert in UpSlide and the financial services industry while delivering improved workflows and productivity to our clients. You will quickly be onboarded to be autonomous in delivering your own client projects and additionally providing support to Senior Consultants on more complex ones.

A big part of your role will be ensuring clients use the tool and set the account up for success - retaining our 98% renewal rate!

Delivery

• Analyze and define customer's needs and requirements

• Manage the installation and configuration of UpSlide from scratch on a Microsoft platform

• Apply good project management practices to ensure projects remain within the timeline and scope

• Support other team members in the US or internationally on large/complex projects

Securing Adoption

• Responsible for onboarding plans for clients of a smaller size

• Running end-to-end training sessions on the full UpSlide offering

• Following up with Q&A sessions

• Creating and presenting Project Impact Reviews

Advisory Services

• Advise clients and share best practices

• Work with colleagues to design the solution, if needed, to provide in-depth technical solutions to clients

• Identify future opportunities within the account and pass the information across to the relevant sales or presales contact within UpSlide

Client Relations

• Handle client relations through effective communication throughout the project duration

• Lead requirement gathering scoping meetings

Product Knowledge and Contributions

• Submit valuable feedback and feature requests

• Support the product team on client insights where required

• Create Zendesk articles and videos for the UpSlide user community

Your goals ⚡

At UpSlide, your career growth is a priority. We’ve designed a clear and supportive career path to help you thrive from day one.

You’ll have biannual appraisals where we dive into feedback, set growth-focused action plans, and outline exactly what it takes to achieve each promotion milestone. With a structured list of competencies and levels, your path forward is clear.

You are a great fit if you have:

• Proficiency in Microsoft Office, especially PowerPoint and Excel

• A client-centric mindset as you consider their long and short-term needs

• Clear emotional intelligence, possessing empathy naturally, and the ability to build and maintain relationships both internally and with clients

• Excellent written and verbal communication skills; you are a confident communicator with the ability to explain (sometimes complex!) things in a clear and concise manner

• The ability to switch contexts quickly and easily, managing multiple priorities at the same time

• Curious, creative, bold, and resourceful behaviors

• Natural problem-solving skills and an interest in navigating complexity

• Great attention to detail

• The ability to thrive with responsibility and the opportunity to work both independently and within a team

We’d love it if you have:

• Experience handling customer escalations

• Exposure to giving training sessions, particularly on software

• An interest or experience in financial services

• A commercially curious mindset

• Fluency in a second language

✨ If you don’t tick all the boxes but you think you’d be a great fit, please apply and tell us why.

Recruitment process

• Phone interview with Andrea, Talent Acquisition Specialist [45’]

• At-home work task [48 hours]

• In-person interview with your line manager, Majhon, and a team member, where, alongside some other questions, you will complete a 10-minute training on a software of your choice [60’]

  • Team meet-and-greet included!

• Video interview with Majhon and Alex, Head of Global Professional Services. This includes a 10-minute training session on a Microsoft Office feature and roleplays [60’]

• Final video interview with Aurore, Deputy CEO [30’]

🚀 We'll conduct a reference check to learn how to help you thrive!

⚡ On average our process lasts 3 weeks.

What your onboarding will look like 🚀

Your journey with UpSlide kicks off with our 4-month onboarding program. This well-structured period is here to make sure you feel fully supported and set up for success.

• Month 1-3: Initially, you spend time meeting the global teams and absorbing their knowledge through various sessions. Around month 3, you'll start gaining hands-on experience through smaller, client-facing projects, and you’ll serve as a key support on larger projects alongside a more senior consultant. By the end of this phase, you'll have a strong foundation of the knowledge you'll need in your role.

• Month 6: At this stage, you’ll have most of the knowledge and skills to independently run projects and tackle almost all client questions. While you may still be gaining experience to fully hit your stride, you'll be well on your way to becoming autonomous in leading projects.

• Month 9: Equipped with deep knowledge, confidence, and independence, you’ll now be handling projects autonomously and acting as a trusted advisor to our clients.

What we offer

Make a real difference and be at the very center of a self-funded and growing SaaS company (doubling every two years for the past 10 years)!

🌍 International environment: Start-up with five offices (Paris, London, Berlin, New York, Singapore) and users in more than 60 countries

💻 Hybrid work: 3 days/week hybrid work policy

🧑‍💻 Work-from-home budget: €500 WFH equipment budget

🌱 Training & professional development: Collaboration with our sister company, IPH, who provides UpSliders with training on key soft skills and management

💆‍♀️ Wellness package: $50 per month for physical and mental wellness activities

🚌 Commuter allowance: $130 per month for commuting expenses

👶 Parental leave: Paid parental leave for the birthing/non-birthing parent and help for parents of children under seven

🏠 Beautiful office: A stunning Manhattan office with stylish common areas and meeting rooms

✈ Holidays: PTO (20 days plus public holidays and health days)

🎉 Company events: Office socials and international company events (e.g. annual company seminar, team seminar, and sustainability actions taken throughout the year)

💸 Compensation: Competitive package

✅ Retirement plan: Opportunity to opt into a 401k plan

🩺 Healthcare: Comprehensive healthcare plans

More about UpSlide

• On top of exciting business challenges in a fast-growing market, you will find a friendly, caring, and challenging culture

• You will be met with opportunities to acquire new skills, learn from others in a multicultural environment, and grow as a person

• UpSlide employees have committed to making a positive impact on the world. We obtained B Corp certification in 2022 with strong commitments toward our employees, community, clients, suppliers, and the environment. UpSlide is now 30% owned by employees
  More info here: upslide.net/en/from-a-to-b-corp-our-mission-for-positive-impact/

• UpSlide was ranked #1 best place to work in 2019 and #1 best place to work in 2020 in the category “best company for remote work”
  More info here: upslide.net/en/happiness-at-work-recipe/

As a B Corp-certified company, we have strong commitments toward our employees, community, clients, suppliers, and the environment. We strive to create an environment where everyone feels welcome. This commitment to diversity and inclusion is applied in our recruitment process and your employee experience once you’ve joined UpSlide ✨