Graduate Intern – Customer Success (Finance) job at Streamline Health Tech

Background information about the job or company:

Streamline Health Tech is looking for a Graduate Intern – Customer Success (Finance) to join our team. In this role, you will work closely with our Customer Success and Technical teams to support clients in effectively using the Stremline Finance Module. You will gain hands-on experience in financial workflows, client training, and system support while contributing to improved client satisfaction and operational efficiency.

Responsibilities or duties:

• Learn and understand the full Stremline System, with particular focus on the Finance Module and its linkages to other modules.
• Support the Customer Success Team in conducting user training sessions for new and existing clients on Finance features such as billing, receipts, payments, and reporting.
• Provide user support to clients on the Finance Module and its related workflows.
• Record client feedback, recurring challenges, and training outcomes for internal reporting.
• Collaborate with both the Customer Success and Technical Teams during client visits and support engagements.
• Participate in follow-up activities to ensure client satisfaction after training or support sessions.

Qualifications or requirements:

• Bachelor’s degree in Accounting, Finance, Business Administration, or a related field.
• Strong understanding of accounting principles and financial workflows.
• Excellent analytical and communication skills.
• Ability to grasp new systems quickly and apply knowledge to real-world client scenarios.

• Learn and understand the full Stremline System, with particular focus on the Finance Module and its linkages to other modules.
• Support the Customer Success Team in conducting user training sessions for new and existing clients on Finance features such as billing, receipts, payments, and reporting.
• Provide user support to clients on the Finance Module and its related workflows.
• Record client feedback, recurring challenges, and training outcomes for internal reporting.
• Collaborate with both the Customer Success and Technical Teams during client visits and support engagements.
• Participate in follow-up activities to ensure client satisfaction after training or support sessions.

• Strong understanding of accounting principles and financial workflows.
• Excellent analytical and communication skills.
• Ability to grasp new systems quickly and apply knowledge to real-world client scenarios.

• Bachelor’s degree in Accounting, Finance, Business Administration, or a related field.
• Strong understanding of accounting principles and financial workflows.
• Excellent analytical and communication skills.
• Ability to grasp new systems quickly and apply knowledge to real-world client scenarios.