Key skills
SalesforceCommunication
About this role
Role Overview
- Provide world-class support and guidance to small business owners, bookkeepers, and accountants
- Proactively engage with customers to maximize product utilization
- Manage customer inquiries across phone, email, and chat
- Apply accounting fundamentals to resolve queries
- Use case management applications like Salesforce
Requirements
- Strong foundation in accounting or bookkeeping (e.g. AAT Level 4 or equivalent)
- Clear and concise communication style
- Experience in a service-oriented environment
- Natural ability to build trust and maintain relationships
- Confident in using IT suites such as Google Workspace or Microsoft Office
- Adaptability to change
Benefits
- Personal accountability for achieving great results in a fast-paced setting
- Competitive compensation and benefits package
- Professional development opportunities