Client Solutions Team Lead

UpSlide

New York, NY

UpSlide helps people work better on Microsoft Office.

UpSlide is a rapidly growing, profitable and self-funded tech scale-up on a mission to help professionals work smarter. We are 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 looking for a smart, tech-savvy people person to join our New York City office as a Client Solutions Team Lead. In this role you will be a player-coach, both leading implementations yourself and providing guidance for your team. You must be a hands-on leader who enjoys working directly with customers and with others throughout UpSlide to drive successful implementations. You will become a solution expert and leverage your experience to guide our implementations, as well as to coach other newer members of the team. 

Responsibilities:

Team Lead (50%)

  • Lead the US project delivery team (Client Solutions) to success as they deliver excellent client projects, ensure user adoption, and provide pre-sales expertise for major opportunities
  • Grow, coach and develop the 3-person (and growing) team.
  • Ensure your team follows best practice implementation processes and identify opportunities to improve our rollout methodologies and tools.
  • You will report to the US CEO and will be expected to manage team metrics including utilization, budget vs actual hours, staffing projections, and project margins to ensure the practice is running efficiently.
  • Manage and allocate resources in close collaboration with our Head of Sales.
  • Develop quarterly KPIs for the CS team that are in line with the overall regional OKRs.
  • Develop relationships at all levels in our customers’ organizations, including with executive sponsors, key business and IT stakeholders, and project team leads.

Implementation Project Leader (50%)

  • Directly own the success of a portfolio of customer implementation projects.
  • Develop relationships at all levels in our customers’ organizations, including with executive sponsors, key business and IT stakeholders, and project team leads.
  • Customize UpSlide to meet client needs, ensuring high-quality deliverables.
  • Advise clients as an expert on UpSlide, analyze their presentation production practices, and suggest and implement new ideas to optimize them.
  • Train new users and administrators to ensure successful adoption.

You Must Have:

  • Bachelor's degree required.
  • 5+ years of client facing software implementation and/or consulting experience, with demonstrated success managing enterprise scale projects.
  • 1+ year of management experience. Must have demonstrated success managing and leading a high-functioning team.
  • Experience with Word, PowerPoint, and Excel required. Experience with VBA macros preferred.
  • Excellent presentation skills — Ability to interact and engage with clients, transmitting messages with clarity and enthusiasm.
  • An interest in helping clients solve problems with technology and a taste for Microsoft Office.
  • Familiarity or experience with Financial and Professional Advisory services and/or FinTech preferred.
  • Excellent project management and organizational skills.
  • Technical aptitude — quick learning and strong problem-solving abilities.
  • An eye for design and detail with high standards for deliverables.
  • Excellent people, communication, and presentation skills.
  • Excellent written and spoken English. Spanish language a plus!

What you’ll get from UpSlide:

  • Opportunities for fast career progression in our growing US office.
  • Collaboration with international offices on global opportunities and projects.
  • Continued professional development, learning, and training.
  • Flexible schedule between in-office and work-from-home.
  • Newly renovated office in Manhattan with a stocked kitchen, lounge, and rooftop patio.
  • Weekly office happy hours and team events.
  • Annual company seminar at our Paris HQ and a tropical beach destination.
  • 20 PTO + US Holidays
  • 401K contribution plan and Commuter Benefits.

About UpSlide

On top of exciting business challenges in a fast-growing market, you will find an a strong, caring, and challenging culture. You will be met with opportunities to acquire new skills, learn from others in a multi-cultural environment, and grow as a person. As leader, you will benefit from the services of our sister company, People Institute, to help your teamwork at its full potential.

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”. (https://www.upslide.net/en/happy-at-work-2019/)

UpSlide employees have committed to have a positive impact on the world. We’re on our way to become part of the B Corp community in 2021 with strong commitments towards our employees, community, clients, suppliers, and the environment. UpSlide is now 30% owned by employees.

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