Technical Customer Success Representative

Role overview Guide enterprise customers through ongoing use and improvement of a finance automation platform. This remote, East Coast US role combines customer advising, data analysis, configuration, and technical troubleshooting to help customers improve their operations and get more value from the product.

Responsibilities - Own technical success for a portfolio of customers and serve as their primary technical contact. - Analyze customer data to identify patterns, improvement opportunities, and practical recommendations. - Translate technical findings into clear business guidance for both technical and nontechnical audiences. - Configure customer environments and manage platform updates and integration changes. - Investigate complex issues with customers and coordinate resolution with product and engineering teams. - Document repeatable practices and share customer needs to help improve the platform and customer experience.

Requirements - At least three years in a customer-facing technical role such as consulting, professional services, technical account management, or customer success. - Strong data analysis skills, including the ability to connect information across sources and make useful recommendations. - Experience supporting SaaS products and enterprise customers. - Clear communication skills and the ability to manage multiple priorities and projects. - Strong organization and follow-through in a fast-moving environment.

Nice to have - Experience with business intelligence tools such as Looker, Power BI, Tableau, or Metabase. - Comfort working with CSV files, APIs, integrations, and software configuration; familiarity with SQL. - Experience using AI tools to support analysis and problem-solving. - Consulting or operational improvement experience, particularly with finance, accounting, or ERP systems.

Benefits and work setup The role is remote for candidates on the US East Coast. The listed offering includes compensation, equity, and comprehensive benefits.