Client Delivery Manager (NYC)

ABOUT UPCLEAR

UpClear provides software to growing Consumer Goods brands, helping them plan & analyze volumes, revenue and trade promotion. Our software BluePlanner facilitates collaboration, efficiency, and holistic business analysis throughout the distribution process. We serve clients at various stages of growth across America, Europe and Asia.

Our growth is substantial and consistent; we have been on the Inc 5000 list of fastest growing private companies for nine consecutive years. UpClear's global headquarters is in New York City and we have offices in London, Paris, and Singapore.

This role requires 4 days on site collaboration per week. You must be able to commute to our West 22nd Street office in New York.

WHY UPCLEAR?

• Develop SaaS consulting and implementation experience and expertise in the CPG / Retail industry
• Opportunities to grow within technical and other areas such as strategy, marketing, and sales activities
• Get on the ground floor of a startup-like company that already has a global reach

About The Role

As Client Delivery Manager, you will be part of UpClear’s global Delivery team. You will work with our new clients (primarily in the US) to deploy our SaaS software as well as provide project management support to our existing client base. The role involves developing and managing project plans, running discovery workshops to gather clients requirements , managing project communications externally and internally, and directing technical resources on our Solutions team. The role includes periodic travel (less than 10%) to client locations for discovery, design, and training sessions but is otherwise office based. 

You have opportunities for advancement as the company grows and you develop BluePlanner expertise and project management skills. 

Responsibilities

• Lead the end-to-end delivery of TPM software implementations from scoping and design to deployment and post-go-live support, including managing system integrations with third party systems.
• Serve as the primary liaison between CPG business stakeholders and technical delivery teams, translating business requirements into actionable plans.
• Manage multiple concurrent projects, including enterprise-level implementations with large stakeholder groups and intricate system integrations that involve a mix of configuration and tech deliverables
• Identify key opportunities with clients and upsells where appropriate to drive more value both for client and UpClear
• Establish broad TPx functional expertise across BluePlanner modules and features
• Maintain strong customer relationships by understanding their business needs and motivations
• Identify and raise potential risks and escalations to direct manager, supporting the management of project scope, budget, and timelines within defined parameters.
• Test software functionality ahead of deployment to clients
• Train clients on software usage and best practices
• Lead the change management plan including training, communications, and post-go-live support
• Full documentation of system configuration for full project handover

Requirements

• Bachelor’s degree with a minimum 3-6 years of work experience, including Business Analysis and Project management
• TPM Software Experience. Familiarity with leading TPM platforms (e.g., BluePlanner, SAP TPM, CAS, Adesso, Exceedra).
• CPG Industry Knowledge. Understanding of CPG trade terms, promotional spend tracking, and customer planning cycles.
• Ability to manage delivery through both Agile sprints and milestone-based approaches.
• Strong collaboration and project management skills
• Strong stakeholder management and persuasion skills
• Ability to quickly diagnose and address issues/concerns from multiple levels of the client organization and communicate effectively
• Ability to successfully manage ambiguity and adapts to changing conditions during project planning and execution
• Ability to work with standard oversight and identify ways to contribute “above and beyond” day to day tasks
• Ability to take initiative to establish better “Ways of Working” in the organization and serve as an example and mentor to more junior resources
• Team player with the willingness to step up when needed

Benefits

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

• Various Health Care Plans you can choose from to best fits your needs (Medical, Dental & Vision)
• Retirement Plan with company match (401k, IRA)
• Commuter Benefits
• Generous Paid Time Off package that grows with seniority (Vacation, Sick, and Public Holidays)
• Paid Maternity leave
• Paid Parental bonding leave
• One month paid sabbatical after five continuous years of work at Upclear
• Salary $115K-$155K

The salary range listed is a good faith determination of potential compensation that may be offered to a successful applicant for this position at the time of this job advertisement and may be modified in the future. When determining a team member's base salary several factors may be considered as applicable including, but not limited to, relevant education, qualifications, certifications, experience, skills, seniority.