Senior Customer Success Consultant

Clark Nuber•Bellevue, WA

68d•$98,000 - $130,710•Hybrid

About The Position

Are you passionate about helping mission-driven organizations thrive through innovative software solutions? Join our dynamic and entrepreneurial team as a Senior Customer Success Consultant, where your expertise will make a strategic impact on client satisfaction, retention, and growth. Be part of a supportive environment that values unity in diversity, lifelong learning, and legacy building. As a Senior Customer Success Consultant, you will play a pivotal role in our Client Success and Care function, supporting the ongoing management and optimization of Sage Intacct and other software solutions for our diverse client base, including not-for-profits, healthcare organizations, and hospitality businesses. You'll collaborate closely with team members across implementation, sales, and support to ensure seamless client experiences from onboarding through renewal. This role offers flexibility in work setup-ideally in-office, but hybrid or fully remote arrangements are also welcome.

Requirements

Bachelor's degree in business administration, accounting, finance, MIS, or related field or a combination of education and directly related work experience.
3+ years of experience in customer success in Sage Intacct or similar systems software implementation, or consulting.
You must be able to pass a credit check at any time to remain eligible for this position.

Nice To Haves

CPA or Sage Intacct certifications preferred.

Responsibilities

Partner on client engagements to support selection, transformation, implementation, and optimization of software solutions.
Monitor and maintain the customer success and support ticket inbox, delivering advisory services and troubleshooting.
Proactively identify and execute in-life product and service add-ons, and support the customer renewal process.
Lead client onboarding sessions and contribute to training, webinars, and user groups.
Conduct advanced discovery sessions to translate client business processes into technical requirements.
Assist in software implementations, including configuration, data conversions, and integrations.
Collaborate with cross-functional teams to deliver compelling demonstrations and solution proposals.
Ensure Statements of Work align with client goals and maintain detailed CRM engagement records.
Respond to RFI/RFPs and contribute to pre-sales activities and integration planning.
Provide guidance on technical and client engagement best practices and support business development initiatives.

Benefits

Comprehensive Insurance Coverage: We offer fully paid medical, dental, vision, life, short-term and long-term disability, and AD&D insurance for employees. Dependent coverage is subsidized, with all benefits starting on your first day.
Time Off & Flexibility: Enjoy 10 paid holidays, up to 5 weeks of flexible time off annually, and a sabbatical program for tenured employees-because we value work-life integration. We provide paid parental leave to support you and your family during important life moments.
Professional Growth: We're committed to your development. We cover licensing, certifications, tuition, and association fees to help you grow your career.
Financial Wellness: Our benefits include a matching 401(k), annual profit-sharing, special performance bonuses, and on-the-spot recognition rewards.
CPA Support: We offer robust CPA exam support, including financial assistance for study materials, completion bonuses, and additional time off to help you succeed.

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