Associate Customer Success Consultant

Job Description

As 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.

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.

Key Responsibilities

End 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).