Associate Customer Success Consultant

• 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).