Customer Service Executive providing support for accounting software clients in a fast-growing UK business. Managing client inquiries and resolving issues while maintaining high satisfaction levels.
Responsibilities
Serve as the first line of support for client enquiries via phone and email
Resolve routine and repeatable requests quickly, using internal tools and knowledge bases
Accurately triage and escalate more complex queries (e.g. tax/accounting-specific) to the appropriate internal team (Accounting, Payroll, Onboarding, etc.)
Take ownership of customer issues, ensuring they are followed through and resolved in a timely and professional manner
Log support tickets and interactions clearly and consistently for traceability across teams
Communicate clearly around deadlines, required client inputs, and next steps
Manage a high volume of support queries daily in a calm and orderly way
Collaborate with internal teams to improve service workflows and flag friction points
Support new clients with initial system access (e.g. QuickBooks logins) and process introductions
Requirements
Experience with accounting software (QuickBooks, Xero, Freshboks, Dext) gained in the CS department of such companies or in the CS department of medium to big sized chartered accountant practices
Confident juggling phone calls, emails and live tickets simultaneously
Calm, empathetic, and efficient communicator, especially when handling frustrated or concerned clients
Clear understanding of ticket logging, escalation procedures, and client documentation
Experience logging and triaging issues accurately while on the phone
Proactive attitude — always looking to preempt follow-ups or reduce friction
Benefits
Hybrid working model
Comprehensive benefits package
Real opportunities for progression as the business scales
The chance to influence both customer experience and product development
A culture that values ownership, impact, and continuous learning
Job title
Customer Service Executive, Accounting Software Experience Required
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