Customer Success Advisor

NOTE THE FOLLOWING PRIOR TO APPLYING:

• The following Oracle US Hub locations are STRONGLY PREFERRED: Denver, Chicago, Nashville, Austen, Boston as well as Toronto hub in Canada
• This is a flex role with selected candidates IN OFFICE 2-3 days each week
• Travel is approximately 25%

Role Overview

The Customer Success (CS) Presales team supports the Direct Sales Organization in maximizing Annual Recurring Revenue (ARR) while ensuring a smooth path to a successful implementation led by the CS Delivery organization. CS Advisors provide product, implementation, and industry thought leadership during the sales cycle by identifying a prospect’s business objectives and aligning them to SuiteSuccess solutions. This includes scoping, estimating, documenting, and presenting the proposed implementation strategy.

This individual contributor role works closely with prospects’ C-level leaders as well as Oracle NetSuite Account Executives, Solution Consultants, Solution Architects, Delivery teams, and Sales Leadership. The Customer Success Advisor leverages their consulting and implementation experience to support a wide variety of deals across CPG and Manufacturing industries. Advisors are expected to participate in team initiatives and contribute to ongoing operational improvements.

 

Key Responsibilities

Presales Leadership & Deal Strategy

• Support Sales, SCs, and Delivery resources across a broad range of presales engagements.
• Articulate SuiteSuccess methodology and position value to prospects and internal teams.
• Translate customer processes and objectives into accurate scope, estimates, SKUs, and Statements of Work.
• Deliver tailored solution presentations and value propositions to executive and operational stakeholders.
• Manage objections, scope alignment, risks, and deal handoffs.
• Maintain accurate documentation throughout deal cycles.
• Provide structured knowledge transfer to Delivery teams to support implementation success.

Industry, Product, & Competitive Expertise

• Build and deepen industry acumen in CPG and Manufacturing.
• Contribute to industry-specific content, competitive insights, and CS thought leadership.
• Expand functional understanding across additional NetSuite modules (WMS, QMS, MES, NSAW, NSPB, SuitePeople, eCommerce, etc.).
• Stay informed on competitive trends and evolving customer needs.

Coaching, Mentoring & Cross-Functional Collaboration

• Support peer development by sharing best practices and teachable insights.
• Collaborate closely with CS Vertical Leads, Delivery Leads, and Solution Architects to align strategy.
• Provide advisory support during early implementation phases when required.

Process & Team Improvements

• Participate in CS process improvement initiatives.
• Identify opportunities to improve presales efficiency, deal quality, and cross-team alignment.
• Conduct and contribute to lessons-learned sessions; share insights broadly.
• Support creation of standardized approaches for scoping, estimating, and contracting.

 

Preferred Qualifications

• Bachelor’s degree in Business, Accounting, Computer Science, Engineering, or related field.
• 4–7 years of consulting, implementation, or project management experience in technology.
• 2–4 years of hands-on NetSuite or comparable ERP implementation experience (or equivalent IC3 expertise).
• Industry experience strongly preferred in:
o CPG (Consumer Packaged Goods)
o Manufacturing (process or discrete)
• Strong communication, influencing, and customer-facing presentation skills.
• Ability to proactively identify challenges and propose solutions.
• Demonstrated collaboration and cross-functional partnership.
• Ability to manage competing priorities across multiple deals.
• Flexibility for remote / hybrid work environments.
• Ability to travel up to 25%.

 

Please see above.

Disclaimer:

Certain US customer or client-facing roles may be required to comply