Hybrid Customer Service Specialist

Posted 2 weeks ago

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About the role

  • Customer Service Specialist supporting clients at Ottimate's AI-powered accounts payable platform. Addressing inquiries and collaborating with internal teams for customer satisfaction.

Responsibilities

  • Provide prompt and courteous responses to general customer inquiries in alignment with our current customer service level agreements (SLAs).
  • Collaborate with team members within the Support or Customer Success groups to address customer inquiries and issues.
  • Actively participate in team meetings and training sessions to stay informed about product updates and improvements.
  • As a part of the Scaled Customer Success program manage a high volume of accounts using a one-to-many approach.
  • Assist the Scaled Customer Success Managers in preparing data and presentations related to annual renewal proposals and quarterly business reviews.
  • Respond to and resolve customer inquiries regarding their account with Ottimate.
  • Collaborate with experts in specific areas to address complex customer issues.
  • Escalate issues to leadership as necessary to ensure a high level of customer satisfaction with our product and service levels.
  • Seek oversight and assistance from managers when addressing challenging customer queries or technical issues.
  • Collaborate with higher-level team members to enhance skills and knowledge in the resolution of customer problems.

Requirements

  • Previous experience in a customer-facing role is preferred.
  • Basic understanding of technical support concepts and troubleshooting techniques.
  • Strong English communication skills with the ability to convey technical information in a clear and concise manner.
  • Collaborative mindset and willingness to seek assistance and guidance when needed.
  • Familiarity with Jira, Freshdesk, Salesforce, Maxio or similar systems is a plus.
  • Familiarity with Accounting terminology is a plus.
  • Familiarity with ERP Integrations is a plus.

Job title

Customer Service Specialist

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

Associate's Degree

Tech skills

Location requirements

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