Customer Support Specialist I, Accounting

Clubessential

Customer Support Specialist at Xplor Technologies managing client support requests across various platforms. Troubleshooting advanced product issues and ensuring customer satisfaction with financial and technical services.

Posted 6/26/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Serve as the initial contact for client support requests via phone, email, chat and voicemail, ensuring timely and effective resolution.
Provide advanced support for Clubessential products including accounting, payments, membership, banquets, reporting, hardware integrations, and related technical environments.
Document client interactions comprehensively in CRM systems and manage escalation to higher support levels when necessary.
Engage with clients to understand their needs, offering value-added solutions and demonstrating technical proficiency.
Troubleshoot payment solution issues and work with third-party partners to resolve complex problems related to credit card devices, networking and processing.
Act as a trusted advisor to clients, managing expectations and promoting product adoption.
Proactively monitor client utilization and health, identify at-risk accounts, and implement strategies to improve retention and satisfaction.
Maintain full product knowledge by engaging in product release information along with any new products or services offered.
Assist Product team and Internal Customers to develop ideas, concepts and solutions that help the product meet company objectives allowing for company growth and ease to implement and support the product ongoing.
Own and resolve complex, multi-system client issues related to payment processing, accounting workflows, and reporting with minimal escalation.

Requirements

What you’ll need

Bachelor’s degree in Business Administration, Accounting, Finance, or a related field preferred.
Strong technical proficiency with curiosity and ability to quickly learn new software and technologies.
Solid understanding of financial processes including budgeting, forecasting, and financial reporting.
Exceptional communication skills with the ability to interact effectively with both technical and non-technical stakeholders.
Demonstrated problem-solving skills and the ability to manage multiple priorities in a fast-paced environment.
Process-oriented with a knack for improving and streamlining operations.
Team-oriented with a proactive approach to client support and relationship management.

Benefits

Comp & perks

Flexible work arrangements

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

CRM systemspayment processingaccounting workflowsfinancial reportingbudgetingforecastingtroubleshootinghardware integrationstechnical proficiencyclient support

Soft Skills

communication skillsproblem-solving skillsrelationship managementteam-orientedprocess-orientedcuriosityability to manage multiple prioritiesproactive approachclient engagementexpectation management

Certifications

Bachelor’s degree in Business AdministrationBachelor’s degree in AccountingBachelor’s degree in Finance