Back to jobs

Implementation Specialist

Remote within US and Canada

Who We Are

Settle is on a mission to make buying inventory super easy. Since the company’s inception in 2019, we’ve been building a cashflow management platform that allows founders and small business owners to more easily manage their company’s financial health with a mix of accounts payable and flexible financing tools. We already work with some amazing brands that you probably know and love, like Branch Furniture, Olipop, Truvani, Starface, and Ghia.

Check us out in On Deck's Top Companies of 2023, Forbes' Next Billion-Dollar Startups, Techcrunch and this Kleiner blog post.

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.

 

Benefits & perks that we offer:

  • Unlimited PTO
  • Flexible and remote work culture
  • Competitive compensation and equity
  • Health, dental, and vision coverage for you and your dependents
  • Lunch & commute reimbursement when working in the NYC office located near Union Square
  • $500 home office set up reimbursement
  • $2500 annual growth and development stipend
  • $50 monthly food delivery gift card
  • 401k
  • Brex company card
  • HSA/FSA
  • WeWork membership
  • ERG groups e.g. LGBTQIA+, Women @ Settle, and more!
  • Employee Referral Program
  • Team building events


Our Commitment to You

At Settle we know that cultivating diversity and fostering an inclusive work environment is critical to our impact and success. We create an environment where no individual is advantaged or disadvantaged because of their background. We offer equal opportunity employment regardless of race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability status, age, marital status, or protected veteran status.

With a commitment to maintaining a bias-free environment in which harassment is prohibited, we respect cultural diversity and comply with the laws of the places in which we operate. We expect our business partners, suppliers, clients, and all of our team members to uphold these commitments.

Apply for this job

*

indicates a required field

Resume/CV*

Accepted file types: pdf, doc, docx, txt, rtf

Cover Letter

Accepted file types: pdf, doc, docx, txt, rtf

Select...
Select...
Select...

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.

As set forth in Settle’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.

Select...
Select...
Race & Ethnicity Definitions

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.

Select...

Voluntary Self-Identification of Disability

Form CC-305
Page 1 of 1
OMB Control Number 1250-0005
Expires 04/30/2026

Why are you being asked to complete this form?

We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years.

Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp.

How do you know if you have a disability?

A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability. Disabilities include, but are not limited to:

  • Alcohol or other substance use disorder (not currently using drugs illegally)
  • Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS
  • Blind or low vision
  • Cancer (past or present)
  • Cardiovascular or heart disease
  • Celiac disease
  • Cerebral palsy
  • Deaf or serious difficulty hearing
  • Diabetes
  • Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders
  • Epilepsy or other seizure disorder
  • Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome
  • Intellectual or developmental disability
  • Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD
  • Missing limbs or partially missing limbs
  • Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports
  • Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS)
  • Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities
  • Partial or complete paralysis (any cause)
  • Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema
  • Short stature (dwarfism)
  • Traumatic brain injury
Select...

PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.