Customer Success Executive

Progatix is seeking a motivated Customer Success Executive at the mid-level to serve as a vital link between our customers and the Product and Engineering teams. This role focuses on ensuring a smooth onboarding experience, accurate account configuration, and ongoing support to help customers maximize the value of our solutions. The ideal candidate will work closely with clients to understand their needs, troubleshoot issues, and provide insightful feedback to improve our products.

Key Responsibilities

- Lead the customer onboarding process and manage account configurations to ensure seamless adoption.
- Configure and validate data mappings along with financial reports to maintain accuracy and reliability.
- Reconcile customer reports and investigate any discrepancies to resolve issues promptly.
- Troubleshoot data, integration, and configuration challenges to support customer success.
- Gather detailed customer requirements and translate them into actionable feedback for product enhancements.
- Validate product designs by aligning them with real-world customer workflows and use cases.

Required Qualifications

- Minimum of 2 years’ experience in Customer Success, Consulting, Solutions Implementation, Business Analysis, or Product Support roles.
- Strong data literacy with a solid understanding of financial data and reporting.
- Excellent written and verbal communication skills in English.
- Demonstrated problem-solving abilities coupled with a strong ownership mindset.
- Familiarity with SaaS platforms, BI/Analytics tools, ERP systems, or financial reporting software.
- Understanding of data integrations, including XML/JSON formats and API usage.
- Basic knowledge of SQL is considered a plus.
- Availability to work overlapping hours with US time zones to facilitate collaboration and support.

Work Location

This position requires in-person attendance at the company’s office, promoting close collaboration with internal teams and customers.

Progatix offers an engaging environment where customer success is a priority, and cross-functional teamwork drives continuous product improvement. If you are passionate about bridging technical solutions with customer needs and thrive in a dynamic setting, this role presents an excellent opportunity to grow your career.