Customer Success Engineer (Finance)

Role Overview

This role combines deep financial process knowledge with technical implementation expertise to help clients adopt and optimise a suite of accounting and ERP modules. Day-to-day, you’ll lead onboarding projects, configure core finance functions, and serve as the primary advisor for customer accounts—ensuring each client realises tangible value from the software. Your work directly reduces manual effort in finance teams and supports accurate, timely statutory reporting.

Key Responsibilities

• Lead full-cycle implementation of finance modules—including General Ledger, Accounts Payable, Accounts Receivable, Budgeting, Fixed Assets, Cash Management, Procurement, and Financial Reporting—for new and existing clients.
• Gather and document customer business requirements, then map them to system capabilities, configuring the solution to match real-world accounting workflows.
• Support data migration, validate migrated data, and coordinate user acceptance testing to ensure a smooth go-live.
• Act as the dedicated finance advisor for a portfolio of accounts, conducting regular health checks and identifying opportunities to improve system adoption or automate manual processes.
• Triage and resolve functional finance-related issues reported through support tickets, collaborating with developers on complex bugs and ensuring SLAs are met.
• Deliver hands-on training sessions for finance teams and management, and create or update user manuals, knowledge articles, and process documentation.
• Analyse clients’ existing financial workflows and recommend process improvements—such as automating reconciliations or enhancing reporting—using available system features.
• Collaborate with Engineering, Product, Sales, and Project Management teams to relay customer feedback, assist in pre-sales demos, and test new releases before rollout.

Requirements & Qualifications

Education & Certification

• Bachelor’s degree in Accounting, Finance, Commerce, Business Information Technology, Economics, or a related field.
• CPA finalist status (mandatory). Membership with ICPAK is an added advantage.

Experience

• Minimum 3 years in finance, ERP implementation, customer success, business analysis, or financial systems support roles.
• Proven track record of implementing or supporting ERP and financial management systems (on-premise or cloud).
• Hands-on experience working with accounting software is highly desirable.

Technical & Soft Skills

• Strong working knowledge of financial accounting, management accounting, budgeting, financial reporting, accounts payable/receivable, general ledger, fixed assets, procurement, cash management, bank reconciliation, and taxation principles.
• Familiarity with ERP implementation methodologies and the software implementation lifecycle.
• Ability to interpret financial statements and advise on statutory compliance within supported modules.
• Basic SQL proficiency is a plus (for data queries and troubleshooting).
• Excellent analytical thinking, attention to detail, and a willingness to learn new technologies and product features continuously.
• Strong customer-facing communication skills, with the ability to handle escalations professionally and build lasting client relationships.

Note: This description does not include employer-specific benefits or compensation details, as none were provided in the original source.