Customer Support Specialist I, Accounting
New
Fully Remote in the United SatesPart-TimeEntry
Salary not disclosed
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Job Details
- Required Skills
- AccountingClient relationship managementBudgetingTechnical supportCRM
Requirements
- Bachelor’s degree in Business Administration, Accounting, Finance, or a related field preferred.
- Strong technical proficiency with curiosity and ability to quickly learn new software and technologies.
- Solid understanding of financial processes including budgeting, forecasting, and financial reporting.
- Exceptional communication skills with the ability to interact effectively with both technical and non-technical stakeholders.
- Demonstrated problem-solving skills and the ability to manage multiple priorities in a fast-paced environment.
- Process-oriented with a knack for improving and streamlining operations.
- Team-oriented with a proactive approach to client support and relationship management.
Responsibilities
- Serve as the initial contact for client support requests via phone, email, chat and voicemail, ensuring timely and effective resolution.
- Provide advanced support for Clubessential products including accounting, payments, membership, banquets, reporting, hardware integrations, and related technical environments.
- Document client interactions comprehensively in CRM systems and manage escalation to higher support levels when necessary.
- Troubleshoot payment solution issues and work with third-party partners to resolve complex problems related to credit card devices, networking and processing.
- Engage with clients to understand their needs, offering value-added solutions and demonstrating technical proficiency.
- Act as a trusted advisor to clients, managing expectations and promoting product adoption.
- Proactively monitor client utilization and health, identify at-risk accounts, and implement strategies to improve retention and satisfaction.
- Own and resolve complex, multi-system client issues related to payment processing, accounting workflows, and reporting with minimal escalation.
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