About the role:

The Implementation Specialist is a new role within our GTM team. We’re looking for an experienced doer who is focused on driving customer adoption and success. This role requires an organized, results-oriented individual comfortable interfacing with clients, managing multiple projects, and facilitating communication between internal departments and external client teams.

As an Implementation Specialist, you will partner with Sales, Customer Success, and Partnerships to guide our prospects and customers through technical demos, onboarding, and migration to Settle’s suite of products. You will help customers seamlessly integrate Settle’s platform that offers bill pay, inventory, and purchase order management products into their workflows. You will also work strategically with our Product team to ensure GTM team follows best practices for implementation, technical setup, configuration, and adoption of our products. Additionally, you will serve as the SME for clients, offering internal stakeholders with guidance on customer feedback to ensure customers are able to realize the full value of Settle’s platform to streamline their cashflow and inventory management. You will help build the Solutions Architect function, which will be key to enabling our GTM team and customers. 

What you’ll do:

• Drive outcomes against KPIs for cross-sell adoption, focusing primarily on initial integration into complementary products, with a secondary emphasis on adoption of paid plans.
• Empower the Sales team by educating prospects on the value of our products. Collaborate with reps to convert prospects and drive product adoption.
• Partner with Customer Success to promote adoption of our full product suite among existing customers. Engage directly with customers to understand their needs and recommend appropriate Settle products. Support reps in converting customers to multi-product adoption.
• Identify opportunities for new product adoption by analyzing customer needs, interests, and data insights. Collaborate with Sales, Customer Success, Product, Accounting Partnerships, Marketing, and Data teams to generate cross-sell and up-sell pipelines.
• Lead product demos, highlighting the unique value of each product and how our platform integrates with customers’ tech stacks.
• Serve as a subject matter expert (SME) on our products, features, and integrations, demonstrating how they excel compared to other supply chain solutions.
• Troubleshoot and resolve technical issues that may hinder customer onboarding to new product lines.
• Develop and refine onboarding and migration playbooks to ensure smooth and effective customer adoption of Settle products.
• Collaborate with the Product team to stay updated on new launches, offering insights on growth opportunities and user experience improvements based on customer feedback.
• Manage multiple projects across the customer lifecycle, from demo to full product adoption.

What you’ll need:

• 3+ years of experience in Solutions Consulting, Sales Engineering, Solutions Architecture, Technical Sales or similar customer-facing roles, focusing on driving sales and implementing.
• 3+ years of CPG industry experience. Understanding of key business tools across the supply chain or e-commerce industry including bill pay, inventory management, accounting software, and/or purchase order management systems.
• 3+ years of quota carrying experience. You’re fluent as a sales-enabler in addition to being an SME. 
• Tenacity. You’re persistent when it comes to inserting yourself into conversations where you see uncaptured value.
• Communication Skills. Ability to work with a variety of external and internal stakeholders with a wide range of technical knowledge. 
• Presentation Skills. Ability to present and demonstrate Settle’s unique value to customers. 
• Technical Troubleshooting. Able to solve technical problems with strong analytical skills . 
• Highly Collaborative. This is an incredibly cross-functional role and will require the right person to work alongside a range of teams.
• Solutions Focused. Able to adapt product demos or presentations based on customer feedback and business-specific use cases.
• Startup Mentality. Demonstrated ability to be resourceful and thrive in dynamic, rapidly evolving environments.

Compensation:

Actual compensation is influenced by a wide array of factors including but not limited to your individual skills and experience. The annual starting salary range for the two different tiers are as follows:

• Implementations Specialist: $75,000-$94,000 + 15% variable comp + equity + benefits. 
• Senior Implementations Specialist: $96,000-$120,000 + 15% variable comp + equity + benefits.