SaaS Customer Success & Implementation Specialist

Finario; Stamford (CT); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Healthcare

401(k)

Job summary

Finario is seeking a motivated Customer Success Associate in Stamford, CT to support onboarding, configuration, and user training for our SaaS platform. You will engage with customers to implement onboarding configurations, address questions, and drive adoption of Finario solutions across Capex management.

The role emphasizes strong communication, proactive problem solving, and collaboration with product, sales, and engineering teams to deliver value and enable customer success.

Qualifications

• Excellent communication, both verbal and written.
• Self-starter who can own ongoing success of customers.
• Detail-oriented with strong follow-through.
• Curiosity and desire to help people.
• Experience connecting reports in BI tools (PowerBI, Tableau, Snowflake).
• API connectivity and querying (Open, RESTful).

Responsibilities

• Provide high-quality support to end-users with application questions and issue resolution.
• Collaborate with customers to define and implement onboarding configurations; manage steady-state use.
• Improve training materials and tools for customers and internal teams.
• Serve as a solution expert and educate users on Finario platform.
• Drive user adoption to optimize Capex management and business results.
• Foster deeper customer relationships as the main point of contact.

Skills

Excellent communication

Self-starter

Detail-oriented

Curiosity

Customer relationship management

Tools

PowerBI

Tableau

Snowflake

API connectivity

Job description

Finario is seeking a motivated Customer Success Associate in Stamford, CT to support onboarding, configuration, and user training for our SaaS platform. You will engage with customers to implement onboarding configurations, address questions, and drive adoption of Finario solutions across Capex management.

The role emphasizes strong communication, proactive problem solving, and collaboration with product, sales, and engineering teams to deliver value and enable customer success.