Customer Success Specialist

It's fun to work in a company where people truly BELIEVE in what they're doing!

Fullsteam is a leading provider of vertical software and embedded payments technology dedicated to helping businesses flourish by providing their customers with seamless experiences. With a dynamic and growing team of over 1,900 employees, we are committed to driving innovation and delivering best-in-class software and payment solutions that empower small and medium-sized businesses across numerous industries. Our purpose is to help our customers grow their businesses and delight their customers. Join us and be a part of a forward-thinking company that values growth, excellence, and the success of our clients.

NumberCruncher, a QuickBooks Gold partner within the Fullsteam organization, is a leading provider of inventory and order management software for the QuickBooks community. Founded in 1999, we were the first developer to invest in the QuickBooks SDK from Intuit.

Our mission is to deliver innovative, scalable, and cost-effective solutions that address real-world inventory management challenges. Thousands of manufacturers and wholesale distributors across the globe rely on NumberCruncher to manage their operations—from inventory control and production management to order processing and fulfillment.

We combine deep expertise in manufacturing, distribution, technology, and accounting to provide not only software, but also implementation, training, and ongoing support to help customers achieve long-term success.

Job Summary:

We are seeking a Customer Success Specialist who is passionate about customer experience and has strong technical and communication skills—ideally with a background in accounting or ERP systems.

In this role, you will guide customers through onboarding, product adoption, and daily use of our Inventory and Order Management software. You’ll also act as the voice of the customer internally and provide knowledgeable, product-specific guidance externally.

Key Responsibilities:

• Lead product demonstrations and provide support during pre-sales meetings in collaboration with Sales and Product teams

• Respond to onboarding, support, and training-related inquiries in a timely and efficient manner

• Support end-to-end workflow setup, including QuickBooks integration

• Document and track customer interactions using internal systems

• Manage customer escalations and coordinate cross-functional teams to resolve issues

Required Skills & Competencies:

• ERP/IMS Expertise: Experience with ERP or Inventory Management Systems

• Cross-Functional Teamwork: Ability to collaborate with sales, marketing, support, product, and data teams

• Problem Solving: Strategic thinker who can identify issues, analyze feedback, and offer process and product improvements

• Presentation Skills: Comfortable demonstrating software solutions and articulating business value

• Time Management: Skilled in managing multiple projects and deadlines in a fast-paced environment

Qualifications:

• Bachelor’s degree in Accounting, Computer Science, Business, or a related field, or equivalent work experience

• 1+ year experience in ERP, IMS, Accounting, or Software Training

• Strong verbal and written communication skills

• Comfortable engaging with customers of varying technical backgrounds

• Reliable internet connection and a dedicated workspace

Fullsteam supports an inclusive workplace that values diversity of thought, experience, and background. Fullsteam is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state, or local law.