Customer Success Engineer (Finance)

Job Purpose The Customer Success Engineer - Finance is responsible for ensuring successful implementation, adoption, and continuous optimization of the company's financial software solutions. The role bridges the gap between finance and technology by providing implementation support, user training, financial process advisory, system configuration, troubleshooting, and ongoing customer relationship management. The ideal candidate combines strong accounting knowledge with excellent customer engagement skills to ensure clients maximize the value of the organization's solutions. Key Responsibilities Customer Onboarding & Implementation Lead the implementation of finance and ERP modules for new clients. Gather customer business requirements and map them to system functionality. Configure finance modules including General Ledger, Accounts Payable, Accounts Receivable, Budgeting, Fixed Assets, Cash Management, Procurement, and Financial Reporting. Support data migration, validation, and user acceptance testing (UAT). Develop implementation plans and monitor project milestones. Customer Success & Relationship Management Serve as the primary finance advisor for assigned customer accounts. Build and maintain strong client relationships to ensure high customer satisfaction and retention. Conduct regular customer health checks and identify opportunities for system optimization. Monitor customer adoption and recommend best practices to improv