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Associate Customer Success Consultant

Sage -
Bengaluru, Karnataka

Apply Now

Job details

20 hours ago

Qualifications

Sage
Accounting

Full job description

Job Description

About Fyle (now part of Sage)
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.

About the Role
As an Associate Customer Success Consultant at Sage, you will play a critical role in helping customers realize value from their investment in Sage. 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.

Role requirements:

Relevant work experience: 1-2 years

Good structure and analysis

Great communication

Prior experience in helping and guiding customers

Willingness to work in the US West Coast business hours

Awareness of finance processes and accounting knowledge - beneficial to possess

Prior customer facing experience in North America / EU region

Comfortable working with C-Suite Executives

#LI-RT

Key Responsibilities

The Associate Customer Success Consultant will manage a diverse set of customer accounts
across North America and will broadly be responsible for the following priorities.

Customer Account Management

Manage a portfolio of accounts across North America and be accountable for all portfolio level activities

Work with the onboarding team to bring in customers seamlessly onto Sage Expense Management (SEM) and ensure they have the resources they need to start using the platform

Maintain good account health which includes onboarding, product adoption & utilization, on-time guidance, user confidence, and account renewal / growth

Manage and convert PoCs (proof of concept) successfully

Customer Engagement and Advocacy

Drive product adoption, increasing confidence and trust in Sage amongst users

Develop customer relationships that promote retention and loyalty

Support internal teams with customer advocacy. Reach out to customers to request feedback and garner online reviews, testimonials, case studies

Manage Bugs and feature requests to closure. Participate in CS-Engineering, CS-Product forums to prioritize, raise and track these to closure

Process Standardization

Monitor key health parameters related to customer usage, support performance, user feedback and account engagement, and take appropriate action to align with health targets

Provide appropriate customer context for features, bugs and service requests

Work with support and product teams to de-escalate customer situations

Manage all customer escalations and red flags to closure

#LI-RT

Apply Now

Refine Your Search

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