Customer Solutions Consultant

Cercli Tech Limited; New York (NY, WA); Hybrid; USD 80,000 - 100,000; Full time

Job summary

Cercli Tech Limited is seeking a Customer Solutions Consultant for a full-time remote role in the United States. You will own onboarding, configure customer accounts, load data, tailor platform settings, and coordinate integrations (HRIS/ATS/SSO).

You’ll collaborate with Sales, Engineering, and Product to ensure seamless customer experiences from go-live onward. The role requires 4–5 years in CS or Solutions Engineering within HR/FinTech, strong data handling, and proficiency with HubSpot and

Qualifications

• 4–5 years in Customer Success or Solutions Engineering in Compensation/HR tech or FinTech.
• Experience configuring software platforms with customer data.
• Proficient with HubSpot and Jira for ticketing and issue tracking.
• Experience running SQL queries.
• Excellent communication with HR and Finance stakeholders.
• Strong project management and organizational skills.
• Experience using AI tools to manage workload and troubleshooting.

Responsibilities

• Lead client onboarding and configure complex customer setups.
• Manage customer integrations (HRIS, ATS, SSO) and validate implementation.
• Create and maintain master project plans for onboarding and enhancements.
• Train customer admins on product features and best practices.
• Act as a solutions engineer post-sale to scope implementation complexity.
• Manage support channels via HubSpot; triage and resolve issues.
• Log and track bugs and enhancements in Jira.
• Leverage AI tools to draft communications and speed up resolutions.

Skills

HubSpot

Jira

SQL

AI tools

Data analysis

Tools

HubSpot

Jira

Job description

CandorIQ is a Series A-stage company (YC-backed) software company that offers a unified platform designed to manage headcount spend and compensation planning. Our platform helps organizations win and retain top talent by ensuring operational excellence in compensation management. By leveraging expert-backed and data-packed insights, we assist in hiring and retaining top talent efficiently. Our platform provides capabilities in headcount budgeting and approvals, pay and compensation strategy, managed merit cycles, global benchmarking data, and hiring and offer generation.

Role Description

This is a full-time remote role based in one of the states we currently operate in: California, Massachusetts, New York, Texas, Washington, Colorado or Georgia.

• We're looking for a Customer Solutions Consultant who thrives at the intersection of people, product, and data. You'll lead client onboarding, configure complex customer setups, manage support workflows, and ensure a seamless customer experience—all while working closely with Sales, Engineering, and Product.
• Own the end-to-end onboarding process: Configure customer accounts, load and validate employee data, and tailor platform settings to ensure a successful go-live
• Own customer integration work: Coordinate setup of key integrations (e.g., HRIS, ATS, or SSO systems), including gathering requirements, tracking tasks, and validating implementation.
• Create and manage project plans: Develop and maintain detailed master project plans across all customer onboarding and enhancement initiatives.
• Train customer admins on product features, workflows, and best practices to drive confident adoption.
• Serve as a technical partner to Sales during late-stage deals, helping scope implementation complexity and timelines.
• Manage support channels: Own the customer ticket queue via HubSpot, triage and troubleshoot issues, and communicate resolutions clearly.
• Track and manage issues: Use Jira to file, track, and communicate the status of bugs, enhancements, and feature requests reported by customers.
• Act as a solutions engineer post-sale: Understand customer data models and compensation structures, then implement tailored configurations in CandorIQ
• Leverage AI tools to manage workload more efficiently: triaging and drafting responses to tickets, summarizing technical issues, and speeding up product training and documentation.
• Build and evaluate new AI-driven use cases for Customer Success, piloting tools and workflows that could reduce manual work across onboarding, training, and support, and sharing what works with the broader team.
• Continuously optimize internal processes for onboarding, training, and support.

What You Bring

• 4-5 years of experience in Customer Success or Solutions Engineering focused on Compensation/HR tech or Fin Tech solutions.
• Hands-on experience configuring software platforms and working directly with customer data.
• Strong skills in ticketing systems like HubSpot and Jira, with a proven ability to manage, route, and resolve customer issues end-to-end.
• Experience running SQL queries and scripts
• Comfortable working with spreadsheets, data imports, and system configurations.
• Excellent communicator—especially with HR and Finance stakeholders.
• Collaborative mindset with a bias toward action and clarity.
• Strong project management and organizational skills.
• Comfortable using AI tools (e.g., Claude, ChatGPT) to manage day-to-day workload, draft customer communications, and speed up troubleshooting.

Bonus Points

• Experience working with HRIS, compensation tools, or people data systems
• Exposure to API-based integrations or technical troubleshooting
• Experience evaluating or piloting AI tools for customer success, support, or onboarding workflows
• Experience in an early-stage, high-growth startup environment

Why Join Us?

• Opportunity to work on innovative projects in a collaborative and supportive environment
• Competitive salary and benefits package
• Seasoned founders, strong team, growing 5x year over year
• Unlimited PTO

Logistics

• Job Title: Customer Solutions Consultant
• Employment Type: Full-Time
• Work Modality: Remote
• Location: US-based candidates only in California, New York, Texas, Massachusetts, Washington, Colorado, or Georgia.
• Salary Range: USD $80,000 - $100,000 yearly

Job details

Job type

Full time

Remote

Location

Department

Customer Success

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https://careers.cercli.com/candoriq/job_lbzzcsj8ex