Product Delivery Specialist
Listed on 2026-09-12
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Business
Client Relationship Management, Customer Success Management
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 for your follow-through, your ability to juggle multiple priorities, and your focus on building strong client relationships, this role could be a great fit.
The OpportunityAre 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 for your 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)
- Support client and portfolio company (Port Co) 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 Compliance Alpha (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.
- Bachelor's Degree required – major or concentration in business, marketing, engineering
- Two (2) years of related 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.
- Profici…
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