Associate Consultant

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 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.

The team You will be joining the UK Professional Services team which is currently made up of 4 consultants; Kim, Tash, Kirsten and Abbie with Ella, the Team Lead. We are looking for one more team member to make us a team of 6!

As a team, we often work closely as advisors for each other on projects and regularly help each other out where possible. We run quarterly retros on our progress as a team (a great space for praise and feedback), have work anniversary lunches, and are known to frequent Dishoom for team breakfasts.

You'll also be part of the wider UK team of about 35 people across Sales, Customer Success, and Marketing. We have monthly social events ranging from yoga classes to karaoke nights. And as a nod to our French roots, every Thursday at 4 p.m., we enjoy "goûter" (an afternoon snack break) with treats brought in by a different team member each week.

Team goals We are seeking a proactive and detail-oriented Associate Consultant/Consultant to join our growing team. This role is ideal for someone with clear communication skills, a passion for problem-solving, and a natural curiosity. As an Associate Consultant, you will become an expert in UpSlide and the financial services industry whilst delivering improved workflows and productivity to our clients. You will quickly be onboarded to be autonomous in delivering your own client projects and additionally providing support to Senior Consultants on more complex ones. A big part of your role will be ensuring clients use the tool and set the account up for success - retaining our 98% renewal rate!

Delivery

• Analyse and define customer's needs and requirements
• Manage the installation and configuration of UpSlide from scratch on a Microsoft platform
• Apply good project management practices to ensure projects remain within the timeline and scope
• Support other team members in the UK or internationally on large/complex projects

Securing Adoption

• Responsible for onboarding plans for clients of a smaller size
• Running end-to-end training sessions on the full UpSlide offering
• Following up with Q&A sessions
• Creating and presenting Project Impact Reviews

Advisory Services

• Advise clients and share best practices
• Work with colleagues to design the solution, if needed, to provide in-depth technical solutions to clients
• Identify future opportunities within the account and pass the information across to the relevant sales or pre-sales contact within UpSlide

Client Relations

• Handle client relations through effective communication throughout the project duration
• Lead requirement gathering scoping meetings

Product Knowledge and Contributions

• Submit valuable feedback and feature requests
• Support the product team on client insights where required
• Create Zendesk articles and videos for the UpSlide user community

Your growth 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.

You are a great fit if you have:

• Proficiency in Microsoft Office, especially PowerPoint and Excel
• A client-centric mindset as you consider their long and short-term needs
• Clear emotional intelligence, possessing empathy naturally, and the ability to build and maintain relationships both internally and with clients
• Excellent written and verbal communication skills; you are a confident communicator with the ability to explain (sometimes complex!) things in a clear and concise manner
• The ability to switch contexts quickly and easily, managing multiple priorities at the same time
• Curious, creative, bold, and resourceful behaviors
• Natural problem-solving skills and an interest in navigating complexity
• Great attention to detail
• The ability to thrive with responsibility and the opportunity to work both independently and within a team

We'd love it if you have:

• Experience handling customer escalations
• Exposure to giving training sessions, particularly on software
• Experience in coding, specifically Javascript
• An interest or experience in financial services
• A commercially curious mindset
• A second language

If you don't tick all the boxes but you think you'd be a great fit, please apply and tell us why.

Recruitment process

• Phone interview to assess motivations (30')
• Task for you to do in your own time and send back to us (48 hours)
• In-person interview with your line manager, Ella , where, alongside some other questions, you will complete a 10-minute training on a software of your choice (60')
• Ideally in-person meeting, with the Global Professional Services Lead, Alex , where alongside questions, you will complete a 10-minute training on a Microsoft Office feature (60') and a role play. You will also spend an additional 30 mins with Henry , UK Country Manager.
• Video interview with Aurore , our Deputy CEO (30')

We'll conduct a reference check to learn how to help you thrive!

On average our process lasts 3 weeks.


What your onboarding will look like ASSOCIATE (0-1 year of relevant experience)

Your journey with UpSlide kicks off with our 4-month onboarding program. This well-structured period is here to make sure you feel fully supported and set up for success.

• Month 1-3: Initially, you spend time meeting the global teams and absorbing their knowledge through various sessions. Around month 3, you'll start gaining hands-on experience through smaller, client-facing projects, and you'll serve as a key support on larger projects alongside a more senior consultant. By the end of this phase, you'll have a strong foundation of the knowledge you'll need in your role.

• Month 6: At this stage, you'll have most of the knowledge and skills to independently run projects and tackle almost all client questions. While you may still be gaining experience to fully hit your stride, you'll be well on your way to becoming autonomous in leading projects.

• Month 9: Equipped with deep knowledge, confidence, and independence, you'll now be handling projects autonomously and acting as a trusted advisor to our clients.

CONSULTANT (1-2 years of relevant experience)

Your journey with UpSlide kicks off with our 4-month onboarding program. This well-structured period is here to make sure you feel fully supported and set up for success.

• Month 1-3: Initially, you spend time meeting the global teams and absorbing their knowledge through a variety of sessions. Around month 3, you'll start gaining hands-on experience through smaller, client-facing projects, and you'll serve as a key support on larger projects alongside a more senior consultant. By the end of this phase, you'll have a strong foundation of the knowledge you'll need in your role.

• Month 6: At this stage, you'll have the knowledge and skills to independently run projects and tackle almost all client questions. Equipped with deep knowledge, confidence, and independence, you'll now be handling projects autonomously and acting as a trusted advisor to our clients.

• Month 9: At month 9, the level of complexity of projects you are allocated may increase. With support, the expectation is you would take this in your stride. Alongside your project work, we also expect you to start carving your niche as a consultant in the team; Where are your skills best placed? What can you bring to the global function?

What we offer Make a real difference and be at the very centre of a self-funded and growing SaaS company (doubling every two years for the past 10 years)!

International environment: Start-up with five offices (Paris, London, Berlin, New York, Singapore) and users in more than 60 countries

Hybrid work: 2-3 days/week hybrid work policy

Work-from-home budget: €500 WFH equipment budget

Training & professional development: Collaboration with our sister company, IPH, who provides UpSliders with training on key soft skills and management

️Wellness package: £45 per month for physical and mental wellness activities

Flexi-work: Flexible working hours
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