Customer Experience Specialist - Accounting

Added
5 days ago
Location
Type
Full time
Salary
Salary not provided

Related skills

customer support salesforce accounting ai bookkeeping
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📋 Description

  • Handle queries from small business owners, bookkeepers, accountants
  • Provide proactive outreach to help customers get more value
  • Resolve questions with accounting fundamentals in mind
  • Collaborate across teams to resolve issues quickly
  • Support on phone, email, chat using Salesforce as core tool
  • Explore AI and new tech to improve support

🎯 Requirements

  • Accounting or bookkeeping qualification level 5+ (essential)
  • Clear, confident communication on calls, email, chat
  • Strong problem-solving to resolve complex queries
  • Comfort with outbound calls and proactive outreach
  • Ability to build trust with customers
  • Experience in a service/contact center environment
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