Full Time
P25000-30,000
TBD
Aug 7, 2026
Job Summary
We are seeking a detail?oriented and client?focused Consulting Delivery Specialist (CDS) to join our team. This role is critical in ensuring seamless project delivery and exceptional customer experiences. The CDS will collaborate with Consultants and Data Operations teams, coordinate access to internal resources, and ensure timely and accurate delivery of project outputs. The ideal candidate brings strong customer service, technical support, and order management experience, with proven ability to manage client lifecycles and support SaaS implementations.
Key Responsibilities
* Build and maintain strong relationships with client stakeholders, providing timely support and clear communication.
* Become a skilled user of our platform’s capabilities to consult clients effectively.
* Coordinate project delivery activities including scheduling, process tracking, and documentation.
* Perform data validation, analysis, and reporting under tight deadlines, ensuring accuracy and compliance.
* Translate client requirements into actionable tasks while maintaining alignment with project objectives.
* Maintain detailed records of client inquiries, challenges, and recurring needs to improve service delivery.
* Communicate client feedback to internal teams to enhance platform functionality and user experience.
* Execute basic troubleshooting: replicate issues, document findings, and provide clear guidance or fixes.
Education and Experience
*Bachelor’s degree or technical/post?secondary education preferred (Computer Science, Business, or related field).
*3–4 years of combined experience in customer service, technical support, order management, or client success roles.
*Hands?on experience with CRM systems (Salesforce, HubSpot), Google Workspace, MS Office Suite, and collaboration tools (Slack, Airtable).
*Familiarity with SaaS products, quote?to?cash processes, and workflow automation using AI tools (e.g., ChatGPT).
*Strong analytical skills with ability to validate data, generate reports, and support compensation analysis.
*Excellent communication, problem?solving, and organizational skills; able to manage multiple priorities under deadlines.
*Experience collaborating with cross?functional teams (Sales, Finance, Legal, Operations) to resolve client issues.