Full-Time

Implementation Specialist

Posted on 8/12/2024

Settle

Settle

51-200 employees

Payment solutions for CPG brands

Fintech
Financial Services

Compensation Overview

$75k - $120kAnnually

+ Variable Compensation + Equity + Benefits

Mid, Senior

Remote in USA + 1 more

More locations: Remote in Canada

Category
Inventory Management
Procurement & Sourcing
Supply Chain Management
Operations & Logistics
Required Skills
Sales
Communications
Marketing
Requirements
  • 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.
Responsibilities
  • 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.

Settle offers payment products tailored for Consumer Packaged Goods (CPG) brands, focusing on simplifying cash flow management. Their tools help these brands understand and manage retailer and distributor margins, addressing challenges like supply chain disruptions and retail changes that can affect profitability. Unlike many financial service providers, Settle specifically targets emerging CPG brands, allowing them to concentrate on growth rather than financial details. The company generates revenue by charging clients a fee based on transactions or a flat rate for its services, aiming to support CPG brands in navigating their financial landscape.

Company Stage

Debt Financing

Total Funding

$78.8M

Headquarters

San Francisco, California

Founded

2019

Growth & Insights
Headcount

6 month growth

-2%

1 year growth

-9%

2 year growth

-5%
Simplify Jobs

Simplify's Take

What believers are saying

  • Settle's AI integration optimizes cash flow management for businesses.
  • The partnership with Finaloop offers comprehensive financial management for ecommerce brands.
  • Settle's real-time data analytics enhance decision-making for CPG brands.

What critics are saying

  • Increased competition from fintech companies like Sokin threatens Settle's market share.
  • Integration challenges with Turbine may affect Settle's platform operations.
  • Reliance on AI exposes Settle to risks of inaccuracies in financial operations.

What makes Settle unique

  • Settle offers a unified finance and inventory platform for CPG brands.
  • The platform includes features like Automatic 3-Way Matching for purchase orders.
  • Settle's partnership with Cin7 introduces an embedded vendor payment solution.

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Benefits

Unlimited Paid Time Off

Flexible Work Hours

Health Insurance

Dental Insurance

Vision Insurance

401(k) Retirement Plan

Health Savings Account/Flexible Spending Account

Home Office Stipend

Professional Development Budget

Commuter Benefits

Employee Referral Bonus

INACTIVE