Implementation Specialist configuring Club Caddie golf course management software. Guiding clients through setup, customization, training, and professional services delivery.
About the role
- Implementation Consultant designing and implementing Upshop’s AI-powered retail operations SaaS solutions. Advising grocery and convenience-store customers on requirements, roadmaps, demos, and adoption.
Responsibilities
- Engage directly with customers individually or as part of the sales team
- Oversee and advise on implementation of customers’ Upshop platform
- Develop solution architectures and implementation recommendations
- Act as a trusted advisor to customer executive leadership
- Extract business requirements and translate them into well-architected recommendations
- Develop future-state guidance and roadmaps
- Leverage best practices and solutions to reduce implementation risk
- Decompose future-state goals into actionable execution plans
- Collaborate with product and engineering teams to align customers with Upshop goals
- Serve as subject matter expert on Upshop’s Customer Journey and platforms
- Attend weekly team meetings, onsite team workshops, sales events, and trade shows as scheduled
- Stay current on industry trends, product enhancements, internal learning, and competitive intelligence
- Maintain demo environment scenarios
- Partner with sales to understand customer requirements and challenges
- Gather information to address needs and gaps
- Help build business cases and potential ROI analyses
- Recommend designs/configurations aligned with customer objectives
- Demo compelling solutions and present desired future states with measurable outcomes
- Lead and document discovery sessions and advise customers on implementation best practices
- Present solution visions that drive adoption and growth
- Assist with scoping SOWs and draft SOW deliverables
- Lead scoping calls and recommend scope to customers and the revenue team
- Ensure solutions are correctly implemented with internal and customer teams
- Provide guidance throughout the sales process
- Provide detailed handoffs to Project Teams and Customer Success Managers
Requirements
- Ability to explain complex concepts clearly and understandably
- Excellent presentation and communication skills, including software demonstrations and communicating product value
- Aptitude for finding solutions to meet customer needs based on Upshop modules
- Ability to collaborate with customers and internal teams
- Customer-focused approach to understanding and addressing customer needs
- 3+ years of relevant solutions or sales consulting experience
- Experience in a retail operation, presales, or implementation consulting role at a SaaS company managing large enterprise customers
- Experience in customer support, including PowerPoint presentations, RFP responses, scripted and unscripted demos, business case development, leading discovery design sessions and/or implementation
- In-depth understanding of multiple retail enterprise solutions, especially POS, OMS, Sales Audit, CRM/Loyalty, Merchandising, Allocation & Replenishment, and Analytics
- Familiarity with CRM, Marketing Automation, Business Intelligence, and Social Media
- Remote meeting camera mandatory
Benefits
- Work From Home
- Up to 30% Travel Required (Mostly Air Travel)
- Base Salary + Commission
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
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