Success Enterprise Solutions Consultant
Skills
About the Role
You will own the customer journey after onboarding and act as the primary post‑go‑live contact. You will support clients in adopting the platform across teams and workflows, train users on features and best practices, and help optimize month‑end, reconciliation, and reporting processes. You will learn clients' business models, proactively identify adoption gaps and risks, and collaborate with Support, Account Managers, and Product to resolve issues and drive customer success.
Requirements
- 1–3 years of experience in Customer Success, SaaS, consulting, fintech, or accounting-related roles
- Strong interest in crypto, accounting, and financial operations
- Understanding of basic accounting principles and reconciliation workflows
- Comfortable learning technical concepts such as APIs, integrations, and data flows
- Experience working directly with customers and solving operational problems
- Clear communication with internal teams and customer stakeholders
- Curious, proactive, and motivated to learn in a fast-moving environment
- Nice to have: experience in accounting, audit, or finance tooling
- Nice to have: exposure to crypto projects, Web3 companies, or blockchain ecosystems
Responsibilities
- Own the customer journey after go-live
- Act as the primary point of contact for customers post go-live
- Support client adoption across teams and workflows
- Train users on product features and best practices
- Optimize month-end, reconciliation, and reporting processes
- Understand client business models and align the product to their operations
- Proactively identify risks, adoption gaps, and opportunities for improvement
- Collaborate with Support, Account Managers, and Product to resolve issues
Benefits
- Remote or Hybrid working
- 25 days paid holiday plus bank holidays
- One additional day of annual leave each year, up to 30 total days
- Your birth off
- Mental health resources, wellbeing programs, and professional coaching
- Family-friendly policies
- Fitness and wellness budget
- MacBook Pro
- $200 home office setup budget
- Training and development budget
- Additional benefits depending on location