Customer Success Engineer

Responsibilities

• Own the post-sale experience for mid-market and enterprise customers, driving fast time-to-value and keeping customers active, healthy, and seeing results.
• Assist with complex, multi-stakeholder onboardings, coordinating across internal teams and customer contacts to resolve data integration bottlenecks.
• Proactively reach out to customers to gather context and materials needed to run disputing workflows effectively.
• Monitor customer health and adoption, surface risks early, and intervene before they become issues.
• Own inbound support and escalations, responding with speed and clarity and knowing when to pull in other teams.
• Identify manual components of the role and build systems to automate or streamline them over time.
• Translate customer feedback into clear product input and serve as the voice of the customer with our engineering and product teams.
• Partner with Account Managers on renewal and expansion conversations using adoption and health data.

Requirements

• 2–6 years in a technical customer success or solutions role, or in a high-slope field such as consulting, banking, early-stage startups, and finance/operations-heavy software companies.
• Direct experience working with customers, ideally in enterprise or complex B2B environments.
• High agency: you've operated in ambiguous, fast-moving environments and figured things out without a manual.
• You’ve worked to deliver or support customers with a technical product.
• Strong bias to action. You see a problem and move. You don't wait for a perfect playbook, you write one.
• Operational and technical fluency. You're comfortable navigating complex products, data flows, and integrations, and you can troubleshoot without escalating everything.
• Strong communication and customer presence. You write clearly, handle tough conversations with grace, and can hold a room whether you're talking to a CFO or an accountant.

Nice-to-Haves

• Exposure to AI workflow products, finance, accounting, or CPG software.
• Experience at an early-stage tech company where the environment was constantly evolving.
• Engineering, CS, or technical degree.