UpSlide is the number one productivity solution provider for financial services. Our software dramatically improves the functionality of PowerPoint, Word, Excel, and Power BI and enables users at firms like Citi, KPMG, and BNP Paribas to focus on high-value tasks rather than formatting or copy-pasting. We’re scaling up with 160+ employees across our offices in New York, London, Paris (HQ), Singapore, and Berlin.
Our values guide our approach to work and are at the heart of our recruitment process. To join our team, we look for individuals who value:
Excellence: We think that every detail counts, and we place great importance on the quality of our deliverables.
Trust: We are passionate, committed, and free to act with autonomy.
Happiness at work: We enjoy looking on the bright side and we share our enthusiasm with our colleagues and clients.
You will lead a NYC-based Professional Services team of 3 Consultants. You’ll work closely with our NYC Sales and Customer Success stakeholders, and collaborate with global PS leadership to share best practices and improve our delivery playbook.
Reporting line: you will report to Majhon Phillips.
Team rhythms: weekly delivery + risk review, QA checkpoints on key deliverables, stakeholder updates, and regular coaching 1:1s.
Yearly seminar in Paris: The yearly seminar in Paris is a key highlight for the UpSlide team, bringing together members from different offices around the world. This event, hosted at our Paris headquarters, serves as a unique opportunity for teams to connect, collaborate, and enhance the overall cohesion of the UpSlide global family.
Weekly goûter: Every Wednesday evening the office meets up for snacks, drinks, games, and lively banter.
Monthly social events: Once a month, we organize an “around-the-world” exploration of diverse foods and cultures in our team lunch. These moments create a relaxed atmosphere for team bonding.
Team lunches: We often go out for team lunches to celebrate wins, reflect on projects, or simply socialize as a team.
The PS team’s mission is to ensure clients realize value quickly through:
consistent, high-quality implementations,
predictable delivery and strong communication,
excellent stakeholder management and escalation handling,
strong adoption and long-term retention outcomes.
This role has direct impact on client satisfaction, presales success, renewals, expansion, and the reputation of our NYC business unit.
Mission 1 — Delivery Leadership & Client Outcomes (45–50%)
You are still a hands-on delivery leader.
Lead complex enterprise implementations end-to-end
Own stakeholder alignment, risk management, and timeline integrity with Mutual Action Plans
Enforce QA standards and prevent avoidable rework
Run structured post-mortems to reduce amendment/rework patterns
Improve delivery efficiency across:
Solution building
Amendments/rework
Project management
Client training/adoption enablement
Mission 2 — Presales & Scope Integrity (10–15%)
You ensure we win the right deals, in the right way.
Partner with Sales on technical validation and solution design
Validate scopes, assumptions, and implementation effort before signature
Identify risks in delivery models pre-contract
Provide structured input into estimations and resourcing
Join strategic prospect calls when required
Prevent overscoping, underestimating, or unrealistic commitments
Mission 3 — People Leadership & Performance (25–30%)
Coach and develop Consultants
Run weekly team cadence with delivery + KPI visibility
Set quarterly goals aligned to OKRs
Address performance gaps directly and early
Build accountability culture and ownership standards
Mission 4 — Operational Leadership & Reporting (15–20%)
Build PS operating visibility (project ownership map, risks, capacity)
Own Salesforce and Power BI dashboards for PS visibility
Use Excel and Power BI to track:
Delivery health
Escalations
Rework trends
Utilization/capacity (if relevant)
Align quarterly KPIs with regional strategy
Reduce internal/non-client inefficiencies through process clarity
Tools you’ll use
PowerPoint (client deliverables)
Salesforce (reporting, account visibility, handoffs)
Excel (analysis, KPI tracking)
Power BI (analysis, KPI tracking)
Teams / SharePoint and internal trackers / QA checklists
At UpSlide, your career growth is a priority. We’ve designed a clear and supportive career path to help you thrive from day one.
You’ll have biannual appraisals where we dive into feedback, set growth-focused action plans, and outline exactly what it takes to achieve each promotion milestone. With a structured list of competencies and levels, your path forward is clear.
Within 3 months
You can assess PS health (clear tracker + KPIs + risks + capacity).
QA and escalation routines are running consistently; no surprise delivery risks.
Each Consultant h