Customer Success Consultant

EleVia Software offers a powerful suite of products to simplify and improve financial and operational processes for architecture, engineer, and professional service firms. Solve key business challenges with greater insight into project performance, cash flow, and profitability.

 

As a Customer Success Engineer, you will play a critical role in ensuring EleVia customers maximize the value of the EleVia software. You will serve as a trusted advisor, helping AECO firms optimize their workflows, improve collaboration, and drive successful project outcomes. In addition to implementations, you will work closely with internal teams to create documentation for internal and external teams.

 

The Customer Success Engineer deploys, develops, and maintains technical solutions for all EleVia Software products. This role is also responsible for updating project tasks, individual contact and account information in the Salesforce CRM system as well as contributing to and maintaining content in Knowledgebase Articles.

 

In this role, your responsibilities will include:

• Guide new customers through an onboarding process, ensuring successful adoption of our software.
• Develop strong relationships with key customer stakeholders, providing best practices and proactive guidance.
• Act as the customer’s advocate, addressing issues, providing solutions, and collaborating with internal teams to enhance the product experience.
• Gather insights from customers and relay feedback to the product and engineering teams to drive continuous improvement. 

 

Requirements for the position include:

• 25% travel minimum depending on client and company needs
• Post-Secondary Education Degree
• Minimum 3 years of consulting, training and/or support experience, AECO experience preferred.
• Excellent verbal and written communications skills in English are mandatory
• Minimum 3 years direct Consulting and software integration experience.
• Experience in customer success, account management, sales support, or consulting in a software/SaaS company.
• Minimum 3 years of Deltek Vantagepoint required
• Strong communication and presentation skills to engage both technical and non-technical stakeholders.
• Ability to troubleshoot customer challenges and work cross-functionally to resolve issues.

 

Nice to have qualification for this position include:

• EleVia experience preferred but not required
• Experience working in or supporting Architecture, Engineering, or Construction (AEC) firms.
• Understanding of construction project lifecycles, document management, and compliance requirements.
• Experience understanding/writing of SQL functions/procedures/queries
• Prior experience in change management, software implementation, or workflow consulting.
• Knowledge of accounting principles and practice
  

Equal Opportunity Employer

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