Associate Customer Success Engineer
Conga
CloudERP
Job Level
Mid-LevelSenior
Tech Stack
CloudERP
About the role
- Report to Team Manager(s), ERP and operate within the ERP team
- Support global teams across multiple time zones and international partners
- Participate in industry conferences and global networking to drive business growth
- Own project lifecycle for assigned ERP implementations: planning, tracking, and completion of deliverables
- Configure ERP systems (Sage Intacct, Sage 300) based on client requirements
- Conduct testing, troubleshooting, and system validation to ensure accurate setup and functionality
- Lead client training sessions and provide documentation for system use
- Maintain billable utilization and meet project deadlines
- Track all assigned project tasks in the ERP team’s system of record and communicate progress, risks, and blockers
- Communicate proactively with clients and internal stakeholders regarding timelines and deliverables
- Flag scope changes and risks early, providing recommendations for resolution
- Build trusted relationships with clients and act as point of contact for support or escalations
- Identify opportunities for client growth and process improvements
- Collaborate with senior consultants, project leads, managers, Sales and Finance to support team success and drive new business
- Contribute to documentation of processes, lessons learned, and best practices; participate in internal training
- Provide technical assistance as needed and intervene in client disputes when escalated
- Support innovation and change management by encouraging adoption of new technologies and improving service effectiveness
- Identify opportunities for continuous improvement and stay abreast of industry trends
Requirements
- Client-Focused Excellence: place a premium on client satisfaction by deeply understanding their unique financial processes and business needs
- Analytical and Problem-Solving Skills: identify operational efficiencies and opportunities for improvement
- Adaptability and Accountability: thrive in a dynamic environment and meet performance goals
- Collaborative and Communicative: work effectively across teams and support cross-functional initiatives
- 3+ experience in ERP implementations, with direct configuration and delivery responsibility or related professional services
- Bachelor’s degree in Business Administration-Accounting, Finance, Information Technology, or related field or in lieu of degree 5+ years of relevant experience
- Strong expertise in ERP systems and compliance processes
- 3+ years of Intacct experience
- 3+ years working in a multi-client, multi-time zone environment
- Experience in managing teams, developing training programs, and optimizing workforce productivity
- Excellent communication and interpersonal skills, with the ability to collaborate cross-functionally
- Preferred: demonstrated success in supporting operational efficiency, process improvements, and cost optimization
- Preferred: experience working with teams within a remote global or multi-regional environment
- Preferred: background in process automation and payroll technology solutions
- Preferred: experience using Asana, Monday, or Task Document Management systems
- Strong experience in client retention strategies and business development initiatives
- Ability to travel onsite based on business and management needs
- Ability to sit and work at a computer for extended periods and communicate effectively in person, by phone and by computer
