Full-Time Customer Success Specialist

• Lead product demonstrations and provide support and thought partnership for opportunity meetings in partnership with the sales and product teams.
• Assist with Onboarding, Support and Training related tickets in a timely and efficient manner.
• Primary focus will be on end-to-end workflow including integration with QuickBooks.
• Document and track all client interactions within internal software.
• Proactively manage escalations, coordinating cross-functional teams to address customer issues and concerns swiftly.

• Bachelor's degree or equivalent experience in Computer Science, Business or similar field.
• 2+ years of experience with ERP/IMS.
• Exceptional communication and interpersonal skills, including the ability to clearly articulate complex technical concepts to non-technical audiences.
• Strong networking and interpersonal skills for engaging with diverse audiences.
• Dedicated workspace and reliable internet connectivity.

• Experience with ERP (Enterprise Resource Planning) or IMS (Inventory Management System) implementation and support.
• Skilled in partnering with sales, marketing, client success, data, and product teams to deliver impactful results and complete projects effectively to ensure successful solution adoption.
• Ability to analyze feedback, identify areas for improvement, and provide ongoing strategic guidance from both process and product perspectives.
• Ability to showcase product capabilities to stakeholders with the value and benefit story.
• Adept at handling multiple client opportunities, managing deadlines, and prioritizing work in dynamic, fast-paced environments.

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