Role : Customer Implementation Specialist
Location : New York, NY.
On site. Full-time.
About the job :
Advantra is partnering with a Series A AI startup to hire a Customer Implementation Specialist to support accounting and deduction teams, help customers adopt the platform, and translate feedback into product improvements.
About the role :
You will help brands implement Confido's deductions management software, troubleshoot challenges, collect user feedback, and assist the sales team. You will document processes and support product improvements based on real-world customer needs.
Responsibilities :
- Support accounting and deduction teams in onboarding and implementing Confido.
- Troubleshoot user challenges and provide ongoing customer support.
- Collect feedback to inform product improvements and feature prioritization.
- Document retailer / distributor deduction processes and cash application workflows.
- Partner with the sales team on calls to provide domain expertise and support.
- Assist in translating user pain points into actionable product requirements.
- Maintain clear and organized documentation for internal and customer use.
Core requirements :
3+ years of deductions management experience at a CPG brand with $20M+ in annual sales.Accounting degree or staff-level accounting experience.Strong understanding of cash application, deductions, and financial workflows.Excellent communication skills to collaborate with customers and internal teams.Ability to translate customer needs into product feedback and documentation.Comfortable working full-time in NYC with regular travel.Detail-oriented with strong organizational skills.Experience supporting software implementation or adoption in a business context.Nice to have :
Prior experience in a startup or fast-growing tech environment.Familiarity with AI-powered financial or CPG platforms.Experience in customer success or implementation roles.Proficiency in documenting complex workflows and processes.Knowledge of deductions automation or related software tools.How to apply :
Email careers@theadvantra.com with links to shipped work and a short note on what you owned. Company name shared after the intro.
About Us :
Advantra-Upstart Crew is a search program inside Advantra Consulting. We partner with early stage and high growth startups to hire the top 2% in Tech and GTM. We run end to end searches, from single role headhunts to full team build outs, using domain experts and a vetted network to deliver tight shortlists. We stay close to founders and candidates so the relationship lasts beyond the first hire.