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 RoleAs 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 SageYou’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 ForCustomer Skills1–3 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 SkillsBasic understanding of Customer Success practices.Familiarity with SaaS productsAbility 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 ApplyWilling 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. Key ResponsibilitiesEnd 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.