B2B Saas Solution Consultant

Upclear New York , NY 10011

Posted 3 weeks ago


UpClear is a technology SaaS company with a global customer base that is changing how Consumer Packaged Goods (CPG) companies manage their Trade Promotions.

UpClears BluePlanner software is a best-in-class platform for Revenue Management, covering Sales Planning, Trade Promotion Management, Analytics, and Optimization. UpClear is growing quickly and has been recognized for the sixth year in a row (2014 to 2019) as one of the fastest growing private companies by Inc 5000. UpClear serves clients in 25+ countries across Americas, Europe, and Asia-Pacific from its primary offices in New York (US), London (UK), Paris (France), and Hong Kong (China), and branch in Sydney (Australia).


  • Develop SaaS consulting and implementation experience and expertise in the CPG / Retail industry
  • Opportunities to grow within the Product, Engineering or Client Service team
  • Get on the ground floor of a startup-like company that already has a global reach


The B2B SaaS Solution Consultant is involved with the evolutions and support of the UpClear solution. In this role, you will work with the Client Service and the Solution teams to analyze business requirements, configure & test the solution, and contribute to the evolution of the solution.


  • Build expertise in the UpClear solution functionality and develop ownership in a few areas
  • Support deployment to new clients and new projects by taking ownership of requisite project tasks ; support existing clients via regular meetings and online help desk management ; work with clients to support data integration and analytics requirements
  • Product management - contribute to product evolution design, test new functionality based on customer and roadmap requirements


  • Minimum of 2 years of experience with ERP or Enterprise Software (deployment and support)
  • STEM bachelor degree preferred
  • Minimum of 2 years of experience in consulting or client facing roles
  • Analytical and problem solving skills
  • Data management and troubleshooting skills
  • Desire to work in an information systems environment
  • Excellent leadership, communication (written and oral) and interpersonal skills


UpClear employees have access to a range of competitive benefits, including

  • Health Care Plan (Medical, Dental & Vision)
  • Retirement Plan (401k, IRA)
  • Paid Time Off (Vacation, Sick, and Public Holidays)
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B2B Saas Solution Consultant