Customer Success Advocate
Sage
Customer Success Advocate
Job Description:
We are seeking a Customer Success Advocate to join our dynamic Customer Success team. This role focuses on enhancing customer satisfaction, improving product adoption, and supporting Sage Intacct’s Customer Journey. As a CSA, you will act as a trusted product expert, assisting Account Managers with inquiries, resolving customer concerns, and driving greater engagement through milestones, references, and Community involvement.
*This is a hybrid role; 3 days/week in office*
Key Responsibilities:
• Be a leading product expert for Account Manager inquiries
• Increase product adoption based on interacting with Sage Intacct customers as product-related questions arise
• Serve as a liaison between Customer and Professional Services to provide detailed customer requirements for solutions
• Subject matter expert in Sage Intacct solutions and module add-ons
• Help drive Product Management roadmap through the voice of the Customer
• Work alongside Customer Strategy & Value Teams to drive product adoption
• Monitor product usage and patterns
• Recommend training paths for success by customer role
• Support escalation management
• Customer Account Review participation leading Value Assessments
• Aid in the development and execution of customer onboarding deliverables
• Participate in Community Q&A
Requirements:
• Bachelor’s Degree in Business, Accounting, or a related field required
• Proficiency in SAP software and accounting software platforms, such as Sage Intacct, Sage 300 or similar mid-market solutions
• Strong knowledge of accounting principles and financial reporting
• Professional services, solution consulting, or consulting backgrounds desired
• Ability to interact with customers, review complex requirements, and provide detailed solutions
• Ability to work with other departments at Sage Intacct (Professional Services, Support, Product Management, Engineering, Sales, etc.)
• Strong written and verbal communication skills required
Your benefits at Sage:
• Comprehensive health, dental, and vision coverage
• 401(k) retirement match (100% matching up to 4%)
• 21 days paid time off (+1 floating holiday)
• 5 days paid yearly to volunteer (through Sage Foundation)
• Sage Wellness Rewards Program (flexible ways to use wellness credit and fitness reimbursement)
• A library of on-demand career development options and ongoing training offerings
Dig deeper about who we are:
Who is Sage:https://www.sage.com/en-us/company/about-sage/
Life at Sage:https://www.sage.com/en-us/company/careers/
Our Values & Behaviors:https://www.youtube.com/watch?app=desktop&v=vt5JXf-Gwno&feature=youtu.be
How we make a difference:https://www.sage.com/en-us/company/sage-foundation/
Sage Business Cloud - SaaS for Every Business:https://www.sage.com/en-us/products/
Function:
Customer Operations
Country:
United States
Office Location:
Atlanta;Lawrenceville;Beaverton;Austin
Work Place type:
Hybrid
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Learn more about working at Sage:sage.com/en-us/company/careers/working-at-sage/
Watch a video about our culture:youtube.com/watch?v=h1-vs3zIpnc
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Learn more about DEI at Sage:sage.com/en-us/company/careers/diversity-equity-and-inclusion/
Equal Employment Opportunity (EEO)
Sage is committed to Equal Employment Opportunity and providing reasonable accommodations to applicants with physical and/or mental disabilities.
In order to provide equal employment and advancement opportunities to all individuals, employment decisions at Sage will be based on merit, qualifications, and abilities. Sage does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, age, protected disability, veteran status, sexual orientation, gender identity, genetic information, or any other characteristic protected by applicable law.
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