Associate Customer Success Consultant

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 1-3 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 1-3 years of relevant professional experience in customer-facing roles Eager to learn adaptable and motivated to grow into a consultant-level role LI-RT Key Responsibilities 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 LI-RT Function Customer Operations Country India Office Location Bangalore Work Place type Hybrid Advert Working at Sage means you re supporting millions of small and medium sized businesses globally with technology to work faster and smarter We leverage the future of AI meaning business owners spend less time doing routine tasks like entering invoices and generating reports and more time pursuing their ambitions Our colleagues are the best of the best It s why we were awarded 2024 Best Places to Work by Glassdoor Because to achieve extraordinary outcomes we need extraordinary teams This means infusing Sage with people who knock down barriers continuously innovate and want to experience their potential Learn more about working at Sage Watch a video about our culture We celebrate individuality and welcome you to join us if you embrace all backgrounds identities beliefs and ways of working If you need support applying reach out at Learn more about DEI at Sage