Cargobase

Consultant

• Provide world-class support via live chat and Email
• Provide accurate and efficient resolution to customer issues, escalating complex problems to the appropriate internal teams when necessary.
• Document and track customer interactions, issues, and resolutions in our CRM system, ensuring thorough and accurate record-keeping.
• Contribute to the creation and maintenance of knowledge base articles, FAQs, and other support resources to empower customers and enhance self-service capabilities.
• Collaborate with internal teams (Product, Engineering, Sales and Support) to resolve customer issues.
• Act as the primary point of contact for Cargobase customers, ensuring consistent and high-quality customer experience.
• Build and maintain strong relationships with key customer stakeholders, ensuring customer needs are met and satisfaction is achieved.
• Sustain business growth and profitability by maximizing customer value and experience.
• Proactive monitor customer health and usage data, identifying opportunities to increase platform adoption and usage.
• Conduct regular business reviews with customers to share insights, align on goals, and identify opportunities to deepen value and strengthen the partnership.
• Identify upsell opportunities and partner with Sales to grow customer accounts.
• Advocate for customer needs during internal product development discussions.
• Collect and analyze customer feedback to identify trends, pain points, and areas for improvement.
• Drive the development of self-service resources such as knowledge bases, FAQs, and tutorials.
• Collaborate with Sales to identify upsell and cross-sell opportunities, supporting upsell within existing customer accounts.
• Identify process improvement opportunities and streamline implementation and excellence workflows.
• Handle Hubspot tickets and escalate technical and operational issues requiring advanced troubleshooting.
• Collaborate closely with internal teams to resolve recurring challenges or platform gaps.
• Track, document, and share best practices across the team to improve customer support quality.

Customer Excellence Consultant

Financial Planning and Analysis

• Lead the company’s financial management, reporting, and strategic planning functions across all global entities
• Oversee all financial operations across multiple entities and currencies, including budgeting, financial reporting, tax compliance, payroll, and process automation
• Act as a strategic business partner to the leadership team, providing financial insights that drive decision-making, operational efficiency, and profitable growth
• Partner with functional leads to align financial goals with company-wide KPIs/OKRs and 2026 strategic objectives
• Prepare consolidated management reports (P&L, balance sheet, cash flow) with detailed variance and trend analysis
• Oversee full-cycle accounting operations for global entities including general ledger, accounts payable, accounts receivable, and intercompany reconciliations
• Manage statutory audits, local tax filings, and payroll processing in collaboration with external service providers/accountants and tax advisors in the USA, Singapore, Malaysia, Mexico, and the Netherlands
• Maintain robust internal controls and financial policies to safeguard assets and ensure accuracy in reporting
• Support the CEO in developing the company’s financial strategy
• Prepare investor reports, and performance dashboards
• Develop and maintain rolling cash flow forecasts to ensure healthy liquidity across all entities
• Monitor receivables aging, payment cycles, and intercompany settlements.
• Manage banking relationships, foreign currency exposures, and treasury operations.

Customer Excellence Consultant

Group Finance Manager