Product Delivery Specialist

The Opportunity:

Are you someone who thrives on turning plans into action and keeping things moving? Do you enjoy attending client calls, aligning timelines, and making sure every detail is accounted for? If you're known foryour follow-through, your ability to juggle multiple priorities, and your focus on building strong client relationships, this role could be a great fit.

As a Product Delivery Specialist, you'll play a key role in driving client satisfaction and product adoption. You’ll attend client conversations, coordinate follow-ups, and ensure that every initiative stays on track. This role is all about creating long-term value—helping clients get the most out of our platform and ensuring they stay engaged over time. You’ll also act as a bridge between clients and our development team, sharing feedback, assisting with user acceptance testing, and keeping clients informed about upcoming updates. Internally, you’ll support the Executive Advisor by helping interpret client data, building slide decks, and providing insights that drive strategic decisions.

• Durham, NC, NYC, Pittsburgh, Medford, OR, Chattanooga, Portland, MA, (Hybrid/2 days a week in one of these offices)
  
  

What you’ll do:

• Support client and portfolio company (PortCo) needs across assigned accounts by assisting with day to day coordination and communication
• Work closely with the Executive Advisor and Sales team to help tailor programs that align with client goals, providing input and logistical support.
• Assist with client onboarding by helping organize internal prep calls, preparing kickoff materials (e.g., slide decks, client tenant setup, emails), and supporting kickoff meetings.
• Follow up on post-kickoff tasks such as account setup and delivery of materials, ensuring timely completion.
• Help schedule regular client check-ins and quarterly service reviews (QSRs), and assist in preparing agendas and presentation materials.
• Monitor ComplianceAlpha (CA) data and share relevant updates or findings with the Executive Advisor ahead of client meetings.
• Track Level 2 survey requests and responses to support program feedback efforts.
• Update the client project dashboard regularly and flag any issues or delays to senior team members.
• Coordinate with internal teams to support timely and high-quality service delivery across client engagements.
• Participate in internal Vantage Delivery stand-up calls to stay informed on project status and priorities.
• Collaborate with the product team by:
• Sharing client feedback and feature requests
• Assisting with user acceptance testing (UAT) for new platform features
• Helping communicate platform updates to clients
• Route client requests to the appropriate internal contacts and follow up to ensure resolution.
• Assist the Executive Advisor with organizing and in day-to-day coordination and communication.
  
  

To qualify for the role you must have:

• Bachelor’s Degree required – major or concentration in business, marketing, engineering
• Two (2) years of related experience
  
  

Preferred Education And Experience

• Experience in a SaaS, consulting, or professional services environment with a focus on client delivery or account management.
• Hands-on experience with user acceptance testing (UAT) or participating in product feedback loops.
• Experience working cross-functionally with product, development, and sales teams to support client needs and product enhancements.
• Proficiency with project management tools (e.g., Asana, Smartsheet) and CRM platforms (e.g.,Salesforce).
• Demonstrated ability to analyze and interpret client data to support strategic planning and reporting.
• Relevant certifications (e.g., PMP, CAPM, or CSM) are a plus but not required.
  
  

Skills and attributes for success:

• Proven ability to build strong relationships and engage with multiple stakeholders, both internally and externally.
• Strong project management skills with a focus on follow-through, organization, and accountability.
• Excellent written and verbal communication skills, with the ability to clearly convey complex information.
• High attention to detail and a commitment to delivering high-quality work.
• Comfortable in client-facing meetings and managing ongoing client communications.
• Dependable, flexible, and adaptable to evolving client needs and internal priorities.
• Ability to collaborate across teams.
• Proactive and self-motivated, with a strong sense of ownership and a “no balls dropped” mindset.
• Analytical mindset with the ability to interpret client data and translate insights into action.
• Strong problem-solving skills and resourcefulness in navigating challenges.
• Comfortable working in a fast-paced, dynamic environment with shifting priorities.
• Proficient in Microsoft Office applications (especially PowerPoint and Excel), Adobe Acrobat, and web-based platforms.
• Familiarity with or willingness to learn tools related to product testing, client data analysis, and project tracking