Customer Support Representative
New
Based in the United StatesFull-TimeMiddle
Salary not disclosed
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Job Details
- Experience
- 2+ years
- Required Skills
- CRMCustomer supportSaaSQuickBooks
Requirements
- 2+ years of experience in customer support, ideally within a SaaS, software, or technical product environment.
- Experience with accounting workflows, financial systems, or payment-related processes in a support or operational context.
- Familiarity with accounting integrations such as QuickBooks, Xero, or similar platforms is highly desirable.
- Strong written and verbal communication skills with the ability to remain clear, professional, and calm under pressure.
- Strong technical aptitude with the ability to diagnose issues before escalating and document findings effectively.
- Comfortable working with support tools such as helpdesk systems, CRM platforms, and ticketing workflows.
- Strong attention to detail, ownership mindset, and ability to manage issues through to resolution.
- Curiosity about customer needs and, ideally, interest in marine or waterfront-related industries.
Responsibilities
- Manage inbound customer support requests across email, phone, and chat while meeting response time and quality standards.
- Diagnose, troubleshoot, and resolve software and technical issues, escalating to Product or Engineering teams when needed with clear documentation.
- Provide support for accounting workflows, payment processes, and financial reconciliation issues within the platform.
- Assist customers with integrations between the platform and third-party accounting tools such as QuickBooks or Xero.
- Maintain deep product knowledge across all modules and updates to ensure accurate and confident customer guidance.
- Identify recurring issues and patterns in customer interactions and share insights with Product, Customer Success, and Sales teams.
- Contribute to knowledge base content, internal documentation, and continuous improvement of support processes.
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