Customer Success Specialist

Reposted 17 Days Ago
5 Locations
Remote
Junior
Aerospace • Software
The Role
The Customer Success Specialist supports customers through data entry, verification, and system configurations, ensuring accurate data management and assisting in product oversight.
Summary Generated by Built In

About Portside

Portside is a leading provider of cloud-based software solutions for the global aviation industry. Our platform powers critical operations across business aviation, regional airlines, and aircraft leasing & finance, helping over 1,000 aviation organizations streamline operations, improve decision-making, and operate more efficiently.
Backed by leading technology investors Vista Equity Partners and Insight Partners, Portside is entering an exciting phase of growth. We are expanding our platform, investing in AI driven innovation, and building a global team focused on shaping the future of aviation technology.

Job Summary

We’re looking for a detail-oriented and analytical professional to join Portside, a fast-growing SaaS company supporting the global aviation industry.


In this role, you’ll help ensure high-quality data and a seamless customer experience for aviation companies across the US, Europe, the Middle East, Asia, and Latin America.


You will be working 8am to 5pm Eastern Standard Time.


Key Responsibilities 

  • Support customer data onboarding, validation, and ongoing data management
  • Transform and clean large datasets (Excel / Google Sheets) for system import
  • Configure and monitor data imports, mappings, and workflows
  • Troubleshoot data issues and ensure accuracy across systems
  • Communicate with customers to resolve discrepancies and deliver results
  • Partner with product and engineering to identify bugs and improvements


Requirements

  • 2+ years of experience in finance, accounting, auditing, or similar
  • Experience in customer service or customer support
  • Strong Excel or Google Sheets skills
  • High attention to detail and comfort working with large datasets
  • Strong English communication skills
  • Ability to work independently and manage priorities
  • Experience with data imports or SaaS platforms is a plus
  • CRM experience (e.g., Salesforce) is a plus
  • Interest in aviation or finance is a plus


What We Offer

  • Work with a global customer base in a unique and growing industry
  • Join a fast-scaling SaaS company with strong product-market fit
  • Collaborative, low-bureaucracy environment
  • Opportunities for growth into customer success or product roles
  • Competitive compensation


Portside is an equal-opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Skills Required

  • 2+ years of experience as a financial analyst, auditor or accounting specialist
  • Intermediate English level or higher
  • Strong proficiency in Excel and/or Google Sheets
  • Degree in Science
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The Company
HQ: San Francisco, CA
76 Employees
Year Founded: 2017

What We Do

Portside is a modern platform connecting the global business aviation Industry. Management companies. Aircraft owners. Corporate flight departments. Fractional and jet card operators. Charter operators. Business aviation customers. Portside is the only purpose-built cloud software platform designed to seamlessly connect all participants in the global business aviation industry, enabling instant exchange of data, reporting and analytics.

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