Customer Success Engineer

Job Summary

A company is looking for a Customer Success Engineer, Advisory.

Key Responsibilities

• Own adoption and success for a portfolio of advisory customers, ensuring usage, outcomes, and long-term retention
• Drive platform adoption by configuring workflows and templates within the product
• Lead customer enablement and training to transition teams from manual or legacy delivery models

Required Qualifications

• 2-5+ years of experience in advisory, consulting, or professional services roles
• Deep understanding of advisory engagement delivery and client reporting
• Experience in complex, multi-team advisory environments
• Comfortable working hands-on in software platforms and configuring workflows
• Confident in leading training and change management efforts with advisory teams