Customer Experience Specialist - Accounting

📋 Description

• Serve as first contact for small business owners, bookkeepers, and accountants.
• Support customers via proactive outreach and address questions.
• Use accounting fundamentals to guide conversations and next steps.
• Collaborate across teams to resolve queries via phone, email, and chat; Salesforce is core.
• Hybrid work: 3 days in office per week (Wed mandatory); 2 days remote.

🎯 Requirements

• An accounting or bookkeeping qualification level 5+ (or working toward one).
• Clear, confident communicator on phone, email, or chat.
• Strong problem-solving and persistence with tricky queries.
• Comfortable making outbound calls and responding to customers.
• Build trust with people you’ve never met and meet quality/turnaround targets.
• Experience in a service environment and willingness to learn as things change.