Senior Consultant, Customer Success

Lehi, UT
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SENIOR CONSULTANT, CUSTOMER SUCCESS 

Lehi, UT 

JOB PURPOSE & OVERVIEW 

At Netgain, we are looking for a highly motivated senior consultant to become part of our Customer Success team, responsible for helping our intelligent product customers get up and running on our ERP embedded products. In a role requiring an even blend of accounting knowledge and financial systems expertise, you’ll have the chance to work with finance & accounting leadership across dozens of companies as you help them solve their accounting challenges with our leading SAAS embedded ERP software. Your day-to-day activities will be non-routine and complex, providing you a chance to be fully engaged in rewarding work. 

You will be successful in this role as you develop excellent relationships with your customers and Netgain peers, ensure customers are thrilled with our products and company by providing exceptional customer service & support, communicate effectively, perform high quality work, support efficient implementations, and be an overall team player. 

You will grow personally & professionally by developing and enhancing technical expertise across finance and accounting processes, developing NetSuite & other ERP system expertise, gaining project management skills, and improving in your ability to solve complex problems—all while you get to help build an excellent company in a fun work environment with great coworkers. 


PRIMARY JOB DUTIES 

  • Acting as the “face” of Netgain, as the primary customer contact and ambassador for our products and values 
  • Leading accounting product implementations across multiple products at customers simultaneously 
  • Providing accounting, finance, and system advisory consulting to customers 
  • Providing first-level support for customer inquiries on technical challenges 
  • Building out and delivering training and support materials and tutorials 
  • Partnering with the product teams to identify and implement product enhancements 
  • Working alongside other CPAs to elevate our activities and consistently apply best practices 
  • Tackling complex technical challenges 
  • Minimal travel expected (<25%) 

SKILLS & QUALIFICATIONS 

  • Excellent client communication and relationship building skillset 
  • Prior customer or client support interaction is a big bonus 
  • CPA and/or technical accounting strength 
  • Bachelor’s Degree in Accounting/Finance, or relevant experience in STEM 
  • Understanding financial systems and logical structuring 
  • Strong analytical, logic, and communication skills, with attention to detail 
  • Initiative, creativity and a passion to deliver results that make a difference 
  • Results-oriented with an analytical approach to problem solving 

ABOUT NETGAIN 

Netgain is a high-growth company of CPAs who have lived and breathed finance & accounting processes throughout our careers. We’re a mission-driven company, having established Netgain to create embedded SAAS ERP apps that delight and help accountants streamline their systems, so they can intelligently manage business challenges and meet accounting & compliance requirements. We pride ourselves in offering: 

  • Strong professionals around you that will help to accelerate your growth  
  • Personalized success planning and cross-functional opportunities 
  • Continuous career development, actively encouraging and celebrating internal promotions  
  • Generous benefits with 100% paid medical, 401k, and generous time off 
  • Flexible working hours and locations 

Please send your resume to jchambers@netgain.tech

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