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.