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Customer Implementation Specialist
Customer Implementation SpecialistAdvantra Consulting Group • New York, NY, United States
Customer Implementation Specialist

Customer Implementation Specialist

Advantra Consulting Group • New York, NY, United States
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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.

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