Customer Success Consultant

What We’re Looking For:

Customer Skills

• Proven experience in managing successful Product implementations or customer onboarding.
  
• Strong background in customer-facing roles, with empathy and stakeholder management.
  
• Ability to manage multiple accounts simultaneously without compromising quality.
  
• Skilled at handling escalations, resolving concerns, and collaborating with internal teams.
  
• Ability to create practical solutions for customer needs in consultation with other teams.
  

Functional Skills

• Excellent communication and project management skills.
  
• Understanding of Customer Success, Onboarding, and Support processes in SaaS.
  
• Awareness of finance and accounting workflows is a plus.
  

Tools (Preferred)

• Hands-on experience with project management tools (e.g., ClickUp, Jira, Asana).
  
• Familiarity with customer success platforms (e.g., FreshSuccess, Gainsight, Totango).
  

Who Can Apply

• Willing to work on night shifts (North America timezone).
  
• 3-5 years of experience in a customer-facing role (onboarding, implementation, or support experience preferred)
  

#LI-RT

• Take full accountability for onboarding customers onto the Fyle platform.
  
• Manage the end-to-end onboarding lifecycle for customers across geographies.
  
• Help customers implement Fyle in line with their business needs and ensure value delivery without delays.
  
• Track and monitor onboarding progress to timely and successful closure.
  
• Support prospects, pilots, demos, and proof-of-concept activities to drive conversions.
  
• Conduct training sessions for super users to enable them with in-depth knowledge of the platform’s functionalities.
  
• Partner with internal Product and Engineering teams to ensure all customer commitments are delivered as promised.
  
• Manage escalations and risks during onboarding, driving them to resolution.
  
• Provide context for features, bugs, and service requests critical to customer onboarding.
  
• Highlight and escalate customer-critical requirements to senior stakeholders, driving conversations to closure.
  
• Standardize onboarding approaches and promote self-help practices for customers.
  
• Build a strong understanding of accounting integrations to support finance teams with system integrations (where supported).
  

Fyle, now part of Sage Group plc, is a fast-growing SaaS company building cutting-edge expense management solutions for SMBs across the globe. With thousands of customers and a modern, AI-driven product, we are on a mission to simplify finance operations for accounting teams and finance professionals.

Joining Fyle means being part of a global organization with the stability of Sage and the agility of a start-up, where your work will directly contribute to scaling a critical growth channel.

#LI-RT