Customer Success Specialist

About the position

We are seeking a Customer Success Specialist who is passionate about customer experience and has strong technical and communication skills—ideally with a background in accounting or ERP systems. In this role, you will guide customers through onboarding, product adoption, and daily use of our Inventory and Order Management software. You’ll also act as the voice of the customer internally and provide knowledgeable, product-specific guidance externally.

Responsibilities

• Lead product demonstrations and provide support during pre-sales meetings in collaboration with Sales and Product teams
• Respond to onboarding, support, and training-related inquiries in a timely and efficient manner
• Support end-to-end workflow setup, including QuickBooks integration
• Document and track customer interactions using internal systems
• Manage customer escalations and coordinate cross-functional teams to resolve issues

Requirements

• Bachelor’s degree in Accounting, Computer Science, Business, or a related field, or equivalent work experience
• 1+ year experience in ERP, IMS, Accounting, or Software Training
• Strong verbal and written communication skills
• Comfortable engaging with customers of varying technical backgrounds
• Reliable internet connection and a dedicated workspace

Nice-to-haves

• Experience with ERP or Inventory Management Systems
• Ability to collaborate with sales, marketing, support, product, and data teams
• Strategic thinker who can identify issues, analyze feedback, and offer process and product improvements
• Comfortable demonstrating software solutions and articulating business value
• Skilled in managing multiple projects and deadlines in a fast-paced environment