Configuration Consultant
Upland Software
Coventry, United Kingdom
13h ago


Are you looking for an opportunity to accelerate your career and work with a team of friendly, creative people? Upland Software offers a collaborative work environment full of smart, positive, and passionate people who are respected for their unique talents and empowered to do their jobs well.

As a member of this close-knit team, you are encouraged to take good ideas and run with them, pursuing the best outcome for our customers while having fun along the way.

If these things are important to you and you're driven by delighting customers, we want to talk with you!

Opportunity Summary :

You will work as part of the CXM Global Professional Services team. Reporting to the Manager, Project Management Services, the Project Manager works with CXM customers to successfully deploy Upland CXM solutions.

This will include documenting requirements, implementing the required functionality, facilitating all change management, and communicating all timelines and project plans.

Typical engagements include new client onboardings, platform enhancement change requests, and ongoing retainer programs across all products in the CXM business unit.

Primary Responsibilities :

  • Support Upland implementation projects and act as a technical resource for clients and Professional Services team
  • Work with clients and management to define and document business requirements in order to set up SQL Server SSIS ETL Queries to populate client’s database systems or comparable solutions
  • Configure Upland’s solutions in order to establish data connectivity for clients’ existing systems.
  • Participate in multiple concurrent implementation projects with little supervision
  • Maintains thorough documentation throughout the implementation to include billable hours, Salesforce notes & documentation, expense management, et cetera
  • Manage and sets proper expectations with stakeholders (internal & client) throughout the implementation lifecycle
  • Train and advise clients to properly use Upland products to best fit their individual needs based on best practices
  • Obtain buy-in from clients on features and functionality of Upland products
  • Offer recommendations to clients for improving performance gaps and system options to achieve best functionality
  • Assess and troubleshoot & test Upland products during the implementation cycle
  • Perform other tasks and responsibilities as assigned
  • Key relationships :

  • Reporting to Manager
  • Client stakeholders and Internal delivery teams
  • Work with Customer Success Managers and New Business to understand client requirements and scope projects
  • Skills & knowledge

  • Bachelor’s degree and 1+ years of relevant work experience
  • Demonstrated strong technical problem-solving & critical thinking skills
  • Knowledge of SQL Server, SSIS and ETL
  • Experience in a client-facing role
  • Ability to maintain multiple shifting priorities simultaneously
  • Exemplary communication skills, both verbal and written; must be able to communicate effectively with all levels of contacts in the organization (support staff to VP’s and Controllers)
  • Experience in a SaaS technology environment
  • Preferred

  • Previous implementation experience
  • Experience in a SaaS technology environment
  • Experience

  • At least 1 years SQL experience with some SSIS and ETL knowledge
  • Experience of using SaaS, Email, CMS, CDP, Ecommerce platforms and web analytics
  • Upland Software (Nasdaq : UPLD) is a leader in cloud-based enterprise work management software. Upland provides seven enterprise cloud solution suites that enable more than one million users at over 9,000 accounts to win and engage customers, automate business operations, manage projects and IT costs, and share knowledge throughout the enterprise.

    All of Upland’s solutions are backed by a 100 percent customer success commitment and the UplandOne platform, which puts customers at the center of everything we do.

    To learn more, visit

    Upland Software is an Equal Employment Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identify, national origin, disability, veteran status, or other legally protected status.

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