Customer Success Executive

Progatix looking for a Customer Success Executive (Mid-Level) to bridge the gap between our customers, Product, and Engineering teams.

Key Responsibilities:

• Lead customer onboarding and account configuration
• Configure and validate data mappings and financial reports
• Reconcile customer reports and investigate discrepancies
• Troubleshoot data, integration, and configuration issues
• Gather customer requirements and provide actionable product feedback
• Validate product designs against real customer workflows

Requirements:

• 2+ years in Customer Success, Consulting, Solutions, Implementation, Business Analysis, or Product Support
• Strong data literacy and understanding of financial data
• Excellent written and verbal English
• Strong problem-solving and ownership mindset
• Familiarity with SaaS, BI/Analytics, ERP, or financial reporting tools
• Understanding of data integrations, XML/JSON, and APIs
• SQL knowledge is a plus
• Ability to overlap with US time zones

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Work Location: In person