Client Success Implementation Specialist

Description

Company Overview

Flexi Software has been a trusted provider of accounting solutions for over 30 years, offering both cloud-based and on-premise software tailored for organizations with complex accounting requirements, such as multi-entity and inter-company accounting. Our comprehensive suite includes modules like General Ledger, Accounts Payable, Accounts Receivable, Purchasing, Fixed Asset Management, Project Accounting, Workflow Automation, Financial Reporting, and Budget Software. Serving industries including insurance, banking, credit unions, and financial services, Flexi is renowned for its robust features, flexible deployment options, and exceptional customer support.

Position Summary

We are seeking a technical, client-facing professional to join our growing Client Success team. This role will split time evenly, approximately 50% supporting existing customers and 50% delivering professional services for new implementations. The position is based in our Shelton, Connecticut office and offers hybrid remote flexibility. The ideal candidate will bridge software implementation and application support functions, with a focus on configuring SharePoint-based workflows and supporting Flexi’s robust accounting software solutions.

Requirements

• Support the successful implementation of Flexi’s software solutions, with emphasis on workflow automation and SharePoint-based features
• Collaborate with clients to analyze business requirements and translate them into effective technical configuration
• Provide professional services support for workflow design, user access setup, approval processes, and related configurations
• Serve as a technical resource for troubleshooting SharePoint and workflow-related issues
• Assist with SQL-based data queries and report configurations
• Contribute to documentation and training to ensure customer enablement and long-term success
• Engage cross-functionally with product and engineering teams to escalate and resolve complex issues
• articipate in project planning and status reporting as needed.
• Build long-term relationships with customers and identify opportunities for expansion or optimization

Key Qualifications

• 5+ years of experience supporting or implementing SharePoint-based solutions in a client-facing or technical role
• Experience with workflow configuration tools; Nintex or similar platforms a plus.
• Working knowledge of SQL, with ability to write and troubleshoot queries
• Strong problem-solving skills and ability to translate customer needs into software solutions
• Excellent communication and interpersonal skills
• Detail-oriented with the ability to manage multiple priorities
• Familiarity with financial/accounting systems is a plus
• Experience working with enterprise customers is preferred
• SharePoint administration and deployment experience is a plus

Flexi provides excellent benefits including paid holidays and paid time off, a 401(k) Plan with company participation, health and dental insurance, life and disability insurance, and a vision discount plan.

Location: Shelton CT/Hybrid Remote

Only candidates under consideration will be contacted. Any offer of employment will be contingent upon positive background check. No phone calls, please. Principals Only.

Drug-free workplace. M/F/V/H EEO