Support Agent managing customer support queries for cloud-based accounting software. Working closely with users to resolve issues and improve the customer experience in a hybrid work environment.
Responsibilities
Answering tickets from customers, both internal and external, via Salesforce in a timely and professional manner.
Responding to customer queries who are users on our accounts software, ranging from user logins to report mismatches.
Ensuring a resolution is achieved where possible in the first response.
Obtaining and evaluating all relevant data to handle queries, which may require contacting the user via phone.
Providing customers with the relevant information about the organisation’s service and product information.
Identifying, escalating priority issues and reporting to the senior team members.
Following up on complicated customer contacts, if needed, such as technical fixes.
Communicating and coordinating with internal departments as needed to resolve customer issues.
Recording details of comments, inquiries, complaints, and actions taken.
Completing call notes when needed, and inputting this information into Salesforce.
Required to maintain and improve quality results by adhering to standards and guidelines; recommending improved procedures when you see fit.
Required to maintain industry knowledge by studying new product updates, such as new features or improved modules, and participating in educational opportunities.
Requirements
Strong bookkeeping / accounting knowledge (essential) – solid understanding of reconciliations, journals, ledgers, and reporting discrepancies, with the ability to interpret and explain financial data confidently
2+ years’ experience in SaaS customer support, ideally in a high-volume, ticket-based environment
Experience using ticketing systems (e.g. Salesforce, Zendesk) to manage and resolve customer queries efficiently
Strong troubleshooting and problem-solving skills, with the ability to investigate issues and identify root causes
Confident written and verbal communication skills, particularly when explaining financial or technical concepts to non-expert users
Experience handling customer queries across multiple channels, including phone and email
High attention to detail and accuracy when working with customer data and financial information
Ability to manage multiple queries, prioritise effectively, and meet response SLAs
Proactive, ownership-driven approach to resolving issues and improving the customer experience
Benefits
28 days annual leave + bank holidays + your birthday off
Hybrid working from London or Dublin offices
Working from abroad - up to 6 weeks per calendar year
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