Customer Service Representative

LOCATION: Remote
TRAVEL: Less than 10%
COMP: 50-70k base salary, depending on experience, plus financial goal-bonus based on both renewals and add-on sales.

Job Summary:

The Client Success Representative (CSR) is responsible for supporting the client’s adoption and continued satisfaction with their Acumatica solution and PC Bennett services.

The CSR is introduced to the client during the implementation process and becomes the primary “face” to the client as they go live with Acumatica, and takes ownership of the relationship with the client business process owner, providing guidance aimed at ensuring their value realization and successful experience with Acumatica. The CSR also serves as an internal advocate for the client, helping to drive support and change when necessary to help the client achieve their business objectives.

The CSR will regularly provide best practice recommendations, expert-level application support, assist clients in solving point-in-time challenges, and partner with the client to increase their effective use and adoption of Acumatica.

The CSR will be measured on the client’s utilization of the solution, engagement with PC Bennett as a business partner, and overall client satisfaction.

The Company:

We are PC Bennett Solutions, we focus on how our customers can use technology to better manage their businesses, and we are growing by the day.

Our mission is to accelerate customers reaching their goals with our end-to-end business solutions and value assured services. We are dedicated and transparent in our pursuit of making sure that every team member reaches their personal, professional, and financial goals through the work we do together. Our core values are the backbone of our business and guide our hiring process.

We are:

• Aligned with our mission, vision, and core values, working to fulfill those targets and promote that positive company culture.


• Accountable to ourselves, the team, management, owners, and customers.


• Inspiring others within the company by replicating excellence whenever possible.


• Results-oriented, tracking to individual, customer, team, and company goals; always striving to do better.

Objectives & Responsibilities:

• Establish good relationships with key people at client.


• Ensure issue resolution to client satisfaction.


• Help in the evaluation and procurement of add on software.


• Ensure client attendance at Summit.


• Monitor client satisfaction.


• Assist and train on navigation of Acumatica’s customer portal and online education.


• Coordinate the necessary resources to ensure client is serviced on a timely basis.


• Help the accounting department with renewals as necessary.


• Visit clients as necessary.


• Attend client events.


• Establish and maintain regular communication with each client.

Competencies & Requirements

• Required to maintain knowledge of Acumatica’s ERP functionality and configuration options.


• Knowledge of ERP industry best practices in order to impart these to the client.


• Strong technical skills and experience.


• Goal-oriented with strong organization and time management skills.


• Strong written and verbal communication skills.


• Ability to prioritize and meet deadlines.


• Active listener with the ability to translate client needs to Development and/or Senior Consulting teams.


• Strong analytical and problem-solving skills.

Education & Experience

• Bachelor’s degree in Finance, or relevant, demonstrated work experience.


• 2+ years of experience with mid-market ERP software like Acumatica, MS Dynamics, NetSuite, etc.


• Project Management experience is a plus.