Customer Success Consultant

Customer Success Consultant

Location: Boise, Idaho (3 days in office)

Role Overview

We are seeking a Customer Success Consultant to serve as a trusted advisor and advocate for clients. This role focuses on building strong relationships, understanding client needs, and ensuring they derive maximum value from our solutions. The position involves acting as a primary point of contact, identifying growth opportunities, and providing business insights to optimize the customer experience.

Key Responsibilities

• Develop and maintain relationships with clients by understanding their industry, business issues, and long-range needs.
• Consult with clients on business problems to suggest value-added solutions and alternatives.
• Act as a trusted advisor and advocate for the client, ensuring success as they adopt new platforms or services.
• Educate clients on the business value of solutions and the application of best practices.
• Provide business insights through client value presentations and Quarterly Business Reviews.
• Serve as the primary point of contact for acquiring new business or developing existing accounts to meet sales objectives.
• Deliver sales presentations, develop bids, respond to proposals, and negotiate final terms and contracts.
• Optimize the customer experience lifecycle by building client relationships throughout their journey.
• Provide "voice of customer" perspective to functional areas across the business.

Required Qualifications

Experience: 4-6 years of relevant experience is required.

Company Overview & Culture

Our organization is a leader in the Financial Services industry. We are dedicated to delivering innovative solutions and fostering strong client partnerships. This role is part of a dynamic team focused on customer success and business growth within the Diversified Financials segment.

Everforth Apex is a world-class IT services company that serves thousands of clients across the globe. When you join Everforth Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRateds Best of Staffing® in Talent Satisfaction in the United States and Great Place to Work® in the United Kingdom and Mexico.

Everforth Apex uses a virtual recruiter as part of the application process. Click here for more details. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Everforth Apex and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy at

Everforth Apex Benefits Overview: Everforth Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection. We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure. Everforth Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts. In terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Everforth Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach. You can access a full list of our benefits, programs, support teams and resources within our 'Welcome Packet' as well, which an Everforth Apex team member can provide.

Everforth Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Everforth Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law.

If you require an accommodation under the Americans with Disabilities Act to participate in an interview with a virtual recruiter or to use our website for a search or application, please contact our Benefits Department at [email protected] or View phone number on click.appcast.io. Please note that this contact information is strictly to be used for medical ADA accommodations and that no other inquiries will be answered.

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