Implementation Consultant/Associate

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 UK Professional Services team which is currently made up of 4 Consultants; Tasha, Abbie, Anna, Sharmeen with Ella heading up the team. We are looking for one more team member to make us a team of 6!

As a team, we often work closely as advisors for each other on projects and regularly help each other out where possible. We run quarterly retros on our progress as a team (a great space for praise and feedback), have work anniversary lunches, and are known to frequent Dishoom for team breakfasts.

You’ll also be part of the wider UK team of around 40 people across Sales, Customer Success, and Marketing. We have monthly social events ranging from yoga classes to karaoke nights. And as a nod to our French roots, every Thursday at 4 p.m., we enjoy “goûter” (an afternoon snack break) with treats brought in by a different team member each week.

Team goals 🎯

We are seeking a proactive and detail-oriented Implementation Consultant or Associate 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 a Consultant, you will become an expert in UpSlide and the financial services industry whilst 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!

Your responsibilities 🖋️

Delivery & Adoption

• Lead client onboarding and configuration of UpSlide on Microsoft platforms, applying structured project management to ensure smooth delivery.

• Running bespoke and impactful training sessions for clients to introduce them to the tool and secure adoption.

• Analyse client needs and tailor solutions that drive measurable impact.

• Run engaging training sessions and Q&A follow-ups to ensure successful adoption and retention.

Client Partnership & Relationship Management

• Build trusted relationships with clients, acting as a strategic advisor and advocate for their long-term success.

• Communicate clearly and empathetically throughout the project lifecycle, navigating complex conversations with professionalism and emotional intelligence.

• Celebrate client milestones and proactively gather feedback to strengthen partnerships.

Innovation & Solutions Development

• Collaborate with internal teams to design scalable, creative solutions that challenge conventional approaches.

• Submit product feedback and feature requests based on client insights.

• Contribute to the UpSlide user community through articles, videos, and knowledge sharing.

Business Development & Advisory

• Spot commercial opportunities and share insights with Sales and Pre-Sales teams.

• Understand the financial impact of your work and integrate commercial reasoning into client discussions.

• Stay curious about industry trends and client challenges to inform strategic planning.

Your growth ⚡

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.

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 a variety of 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 the knowledge and skills to independently run projects and tackle almost all client questions. Equipped with deep knowledge, confidence, and independence, you’ll now be handling projects autonomously and acting as a trusted advisor to our clients.

• Month 9: At month 9, the level of complexity of projects you are allocated may increase. With support, the expectation is you would take this in your stride. Alongside your project work, we also expect you to start carving your niche as a consultant in the team; Where are your skills best placed? What can you bring to the global function?

You are a great fit if you have:

• For the Consultant position:

  • 1-2 years of relevant experience either working in SaaS or in the Financial industry

• For both the Associate Consultant and Consultant position:

  • 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 behaviours

  • 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

• Experience in coding, specifically Javascript

• An interest or experience in financial services

• A commercially curious mindset

• 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 to assess motivations (30’)

• At-home task (48 hours)

• In-person interview with your line manager, Ella, where, alongside some other questions, you will complete a 10-minute training on a software of your choice (~60’)

• Ideally in-person meeting, with the Global Professional Services Lead, Alex, where alongside questions, you will complete a 10-minute training on a Microsoft Office feature (~60’) and a role play. You will also spend an additional ~30 mins with Henry, UK Country Manager.

• Video interview with Alexandra, CCO (30’)

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

⚡ On average, our process lasts 3 weeks.

What we offer

Make a real difference and be at the very centre 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: 2-3 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: £45 per month for physical and mental wellness activities

⏰ Flexi-work: Flexible working hours

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

• Birthing parent: 14 weeks of fully paid leave

• Non-birthing parent: 4 weeks of fully paid leave

• Additional benefits: flexible return to work options, and additional 5 days fully paid

• 4 days fully paid leave for sick children up to 6 years old or up to €1,800 for childcare reimbursement

🏠 Beautiful office: An inspiring eighth-floor corner office near Liverpool Street with beautiful common areas and meeting rooms, a balcony with a view, bike storage and showers, tea/coffee, etc.

✈ Holidays: 25 days plus public holidays & a half-day of additional holiday per year of full service (up to 5 additional days)

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

✅ Pension: Pension contributions (with matched contributions up to 5% after one year)

🩺 Health insurance: Opportunity to opt into a health insurance plan (Vitality)

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 ✨