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Confido

AI-powered financial planning for CPG brands

Solution Consultant

Implementation & Technical Account ManagementConfirmed live in the last 24 hours
Full-timeNew York, NY, USA

About the Job

Requirements

  • At least 3 years of experience managing enterprise software implementations, system deployments, or complex client onboarding.
  • Ability to manage multiple simultaneous projects with competing priorities, stakeholders, and timelines.
  • Strong project management skills, including owning a plan, running status calls, and escalating issues when needed.
  • Technical curiosity and comfort with data, software configuration, and troubleshooting independently.
  • A builder mindset and ability to operate within processes while identifying opportunities to improve them.
  • Ability to work from the NYC headquarters five days a week.
  • Strong customer service and customer success orientation.
  • Ability to work autonomously, self-direct, and navigate ambiguity.
  • Collaborative and organized working style.

Responsibilities

  • Own the full implementation lifecycle for new enterprise customers, from kickoff through go-live.
  • Manage detailed project plans, timelines, and workstreams across multiple concurrent deployments.
  • Configure and customize the platform to match customer workflows, data structures, and operational requirements.
  • Drive customer-side stakeholder alignment and ensure the right people are engaged at the right moments.
  • Deliver training programs, documentation, and onboarding materials to prepare users.
  • Run live onboarding sessions and workshops tailored to different user personas, from operators to executives.
  • Track and optimize time-to-value across implementations, identifying drivers of faster and more durable adoption.
  • Apply and refine the implementation playbook, including templates, checklists, escalation paths, and success criteria.
  • Maintain implementation key performance indicators and reporting on onboarding health and velocity.
  • Identify patterns across deployments and provide feedback to Product to improve configurability and reduce implementation complexity.
  • Partner with Sales on pre-sales scoping calls to set realistic timelines and surface implementation requirements early.
  • Hand off customers to Customer Success with full context to support a smooth transition and long-term success.
  • Translate implementation friction into actionable roadmap input for Product.

Desired Qualifications

  • Experience working with consumer packaged goods, retail, or supply chain customers.

About the Company

Confido

AI-powered financial planning for CPG brands

Confido provides AI-powered finance, sales, and operations software for consumer packaged goods brands, acting as a single source of truth for accounting, finance, and supply-chain data. Its modules include cash application, deductions management, and auto-disputes for accounting; sales forecasting, trade promotions, and sales analytics for sales; and demand planning plus supply planning for operations, with an expansion into foodservice. The platform uses AI agents to automate workflows across the profit-and-loss statement to keep data aligned across teams. By focusing on the CPG sector with industry-specific modules, Confido aims to help brands manage finances, forecast demand, and plan supply more accurately.

Company size
51-200
Company stage
Series B
Total funding
$75.1M
Headquarters
New York City, New York
Founded
2020

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