About Fyle (now part of Sage)Fyle is now part of Sage, a global leader in accounting and business management software. Together, we’re building a global expense management solution that simplifies how businesses track, approve, and reconcile spending.
About The Role
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.Why Join Fyle x SageYou’ll define the next-generation frontend architecture powering one of the world’s most intuitive expense management platforms.Work with high-caliber engineers, designers, and product thinkers in an environment that values craftsmanship, autonomy, and impact.You’ll operate with the agility of a startup and the reach of a global enterprise — shaping the frontend experience for thousands of businesses worldwide.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.What We’re Looking ForCustomer Skills
- 1–3 years of experience in a customer-facing role (onboarding, implementation, or SaaS support preferred).
- Strong communication skills with empathy and customer-first approach.
- Ability to manage multiple accounts in parallel with attention to detail.
- Willingness to learn how to handle escalations and work with senior team members to resolve concerns.
Functional Skills
- Basic understanding of Customer Success practices.
- Familiarity with SaaS products
- Ability to collaborate effectively with multiple stakeholders.
Tools(Good to have)
- Exposure to project management tools (e.g., ClickUp, Jira, Asana).
- Familiarity with customer success platforms (e.g., FreshSuccess, Gainsight, Totango) is a plus.
Who Can Apply
- Willing to work in North America shift.
- 1–3 years of relevant professional experience in customer-facing roles.
- Eager to learn, adaptable, and motivated to grow into a consultant-level role.
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).
Fyle, now part of Sage Group plc, is a fast-growing SaaS company building cutting-edge expense management solutions for SMBs across the globe. With thousands of customers and a modern, AI-driven product, we are on a mission to simplify finance operations for accounting teams and finance professionals.
Joining Fyle means being part of a global organization with the stability of Sage and the agility of a start-up, where your work will directly contribute to scaling a critical growth channel.
