Senior Customer Advocate at Boldr, Hybrid in Mexico
Boldr
Boldr is seeking a senior customer advocate to deliver empathetic support across multiple channels, resolve technical issues and escalations, and improve customer experience operations.
Open
SWK Technologies, Inc. provides business technology solutions centered on accounting and ERP software, cloud hosting, and managed IT services. The company helps organizations in sectors such as construction, distribution, healthcare, logistics, and nonprofits connect financial management with dependable IT infrastructure. As a partner of Acumatica and Sage, SWK Technologies supports businesses seeking more integrated systems for managing operations, improving visibility, and strengthening day-to-day efficiency.
Remote Customer Success Manager, ERP Software
Customer Success Manager supporting ERP software clients at SWK Technologies, Inc. The role covers onboarding, escalations, retention, client advocacy, and improvements to customer-success processes.
Description
- Act as a customer advocate, working across internal teams to align client needs with business objectives
- Lead the coordination and resolution of customer concerns and cross-functional escalations while preserving trusted relationships
- Guide new customers through onboarding to support a smooth transition and consistent service delivery
- Use customer feedback to uncover trends, process gaps, and opportunities for improvement
- Partner with stakeholders to strengthen customer-success processes, policies, and outcomes
Requirements
- Bring 2–3 years of experience in customer success, account management, or a comparable client-facing position within IT solutions or ERP software
- Understand ERP solutions and related services
- Experience with Acumatica and Sage Intacct is advantageous
- Communicate clearly and negotiate effectively with customers and internal stakeholders
- Resolve conflicts constructively and establish clear expectations
- Demonstrate a strong understanding of client advocacy
- Show a record of managing and retaining customer relationships
- Work effectively with stakeholders across different functions and levels of seniority while building lasting relationships
Benefits
- Medical, dental, and vision health coverage
- 401(k) or IRA retirement plan
- Basic, voluntary, and accidental death and dismemberment life insurance
- Paid vacation, sick leave, and public holidays
- Work-from-home arrangement
- Annual base salary of $80,000–$95,000, with opportunities for incentive pay
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