Customer Success Consultant

Job Description About Fyle (now part of Sage) Fyle is now part of Sage, a global leader in accounting and business management software. Together, we're building a global expense management solution that simplifies how businesses track, approve, and reconcile spending. About The Role As an Associate Customer Success Consultant (Onboarding) at Fyle, you will play a critical role in helping customers realize value from their investment in Fyle. You will work closely with Customer Success Consultants, and cross-functional teams to support customers through the onboarding process, ensuring they have a smooth experience and reach go-live successfully. Why Join Fyle x Sage You'll define the next-generation frontend architecture powering one of the world's most intuitive expense management platforms. Work with high-caliber engineers, designers, and product thinkers in an environment that values craftsmanship, autonomy, and impact. You'll operate with the agility of a startup and the reach of a global enterprise shaping the frontend experience for thousands of businesses worldwide. This is a great opportunity for someone early in their career to learn and grow in the field of Customer Success while contributing directly to customer outcomes. What We're Looking For Customer Skills - 13 years of experience in a customer-facing role (onboarding, implementation, or SaaS support preferred). - Strong communication skills with empathy and customer-first approach. - Ability to manage multiple accounts in parallel with attention to detail. - Willingness to learn how to handle escalations and work with senior team members to resolve concerns. Functional Skills - Basic understanding of Customer Success practices. - Familiarity with SaaS products - Ability to collaborate effectively with multiple stakeholders. Tools(Good to have) - Exposure to project management tools (e.g., ClickUp, Jira, Asana). - Familiarity with customer success platforms (e.g., FreshSuccess, Gainsight, Totango) is a plus. Who Can Apply - Willing to work in North America shift. - 13 years of relevant professional experience in customer-facing roles. - Eager to learn, adaptable, and motivated to grow into a consultant-level role. Key Responsibilities - End to end responsibility in onboarding customers onto the Fyle platform in collaboration with senior consultants. - Responsible for end-to-end onboarding lifecycle by coordinating tasks, documenting progress, and following up on dependencies. - Help customers set up Fyle according to their business needs and escalate issues where required. - Track onboarding milestones and provide timely updates to internal teams and stakeholders. - Participate in kickoff calls, requirement gathering, and training sessions under guidance. - Conduct training sessions for customer admins and super users (with support from the team). - Collaborate with Product and Engineering teams to ensure customer requirements are captured and delivered. - Help manage escalations and risks by promptly flagging them to senior team members. - Document onboarding details, FAQs, and resources to promote customer self-service. - Develop working knowledge of accounting integrations to assist 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.