key responsibilities:
1. customer assistance:
o provide support to clients via phone, email, and live chat.
o respond to inquiries related to accounting software, financial
statements, billing, and other accounting-related matters.
o assist clients with troubleshooting and resolving issues promptly.
2. issue resolution:
o identify, investigate, and resolve customer issues in a timely manner.
o escalate complex issues to higher-level support or specialized
departments when necessary.
o follow up with clients to ensure their issues are fully resolved and
they are satisfied with the service provided.
3. product knowledge:
o maintain a thorough understanding of the company’s accounting
products and services.
o stay updated with new features, updates, and changes in accounting
regulations.
o educate clients on how to use accounting software and other
financial tools effectively.
4. customer relationship management:
o build and maintain strong relationships with clients by providing
exceptional customer service.
o keep accurate records of customer interactions, issues, and
resolutions in the crm system.
o gather customer feedback and provide suggestions for product
improvements.
5. training and support:
o conduct training sessions for clients on how to use accounting
software and understand financial reports.
o create and update user manuals, faqs, and other support
documentation.
o assist in onboarding new clients and setting up their accounting
systems.
6. team collaboration:
o work closely with other departments, including accounting, sales,
and technical support, to ensure cohesive service delivery.
o participate in team meetings and contribute to the continuous
improvement of customer support processes.
qualifications and skills:
• education:
o bachelor’s degree in accounting, finance, business administration,
or a related field.
• experience:
o previous experience of 2-3 years in customer support or a related
field, preferably within the accounting or financial services industry.
o must have experience with accounting softwares (., quickbooks,
xero, capium, sage)
• skills:
o strong understanding of accounting principles and financial
statements.
o excellent communication and interpersonal skills.
o proficiency in using customer support software and crm systems.
o problem-solving skills and the ability to work under pressure.
o attention to detail and accuracy in handling financial information.
personal attributes:
• professionalism: demonstrates a high level of professionalism and ethical
standards.
• client-focused: committed to providing excellent service and building
strong client relationships.
• patience: ability to remain patient and calm while addressing client issues
and concerns.
• proactive: takes initiative to identify and address potential issues before
they escalate.
• team player: works well in a team environment and collaborates effectively
with colleagues.