Respond promptly and professionally to inbound support inquiries via phone, email, web, and a ticketing system. Log and track client issues and time spent using our internal support systems. Provide thoughtful troubleshooting and guidance to clients, resolving issues or escalating as needed. Conduct virtual and on-site training sessions, ensuring clients feel confident using the system and understand best practices. Perform application and rules testing, especially as software updates are made in response to regulatory changes or customer feedback. Serve as a customer advocate, helping ensure timely resolution of issues and documenting requests for product improvements. Collaborate with internal teams, including product and engineering, to communicate client feedback and resolve system limitations. Maintain detailed and organized documentation of support interactions, processes, and customer training resources. Continuously deepen your knowledge of our products, services, and the evolving needs of local government clients. Participate in occasional travel within Iowa for on-site visits and conferences (travel expenses covered).
Requirements
Experience working in a County Treasurer’s Office (Iowa preferred), or deep familiarity with Treasurer workflows such as tax collection, budgeting, payroll, and financial reporting. 1+ year(s) of experience in a customer service or technical support role. Strong communication and interpersonal skills, with the ability to explain technical concepts clearly. Proven problem-solving and analytical abilities; detail-oriented and able to assess root causes. Comfortable conducting virtual trainings and working directly with customers on camera. Familiarity with ticketing systems, CRM tools, and time-tracking software. Proficient in Microsoft Office 365 applications. Ability to work independently in a hybrid environment, with a dedicated remote workspace. Bachelor’s degree in Finance, Accounting, Public Administration, Computer Science, or a related field – or equivalent professional experience. Bonus: Experience with Document Locator, Solutions Vision software, or experience working in or supporting Iowa local government operations. Participate in occasional travel within Iowa for on-site visits and conferences (travel expenses covered).
Benefits
We offer a comprehensive benefit package as well as other additional “Perks”! Casual work environment Travel expenses covered for in-state visits within Iowa Opportunity to learn Award-winning culture We empower our employees to make a difference We are financially strong and we are owned by the largest software company in Canada (CSI) We have fun!
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