FinQuery, Formerly LeaseQuery

Customer Support Advisor II

FinQuery, Formerly LeaseQuery

full-time

Posted on:

Origin:  • 🇺🇸 United States

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Salary

💰 $78,000 - $90,000 per year

Job Level

Junior

Tech Stack

Entity Framework.NETSQL

About the role

  • Exhibit POD domain proficiency
  • Provide insights to clients on software functionality and workflow/best practices.
  • Demonstrates initiative to problem solve and willingness to investigate platform functionality.
  • Ability to maintain high levels of personal accountability and self-motivation.
  • Communicates professionally with external and internal stakeholders.
  • Create and Run Presentations
  • Contribute to system FAQs
  • Keep up to date with new product releases and enhancements
  • Attend Weekly one-on-one meetings
  • Attend Daily Standup meetings
  • Accounting Responsibilities:
  • Basic understanding of product-specific accounting guidance
  • Review of internal and client-facing accounting articles
  • Research relevant accounting guidance
  • Clearly explain accounting guidance to customers
  • Participate in system-focused presentations
  • Lead Live Agent Hours/Webinars
  • Technical Responsibilities:
  • Growing technical knowledge to assist clients within the POD domain
  • Communicates with the development team on any technical defects and software enhancements

Requirements

  • Bachelor’s degree (focus in accounting, computer science, or other related field).
  • 1-4 years of professional support experience.
  • Strong problem-solving and analytical skills with a talent for navigating complex customer issues under pressure.
  • High tolerance for ambiguity and a proven ability to solve problems creatively.
  • A proactive, entrepreneurial mindset with a desire to improve processes and drive change.
  • An infectious positive attitude and a genuine passion for delighting customers. You're energized by solving challenging problems and see every interaction as an opportunity to create a loyal fan, not just close a ticket.
  • Excellent communication and interpersonal skills, with a talent for explaining complex topics to both technical and non-technical audiences.
  • Ability to prioritize and manage multiple tasks effectively in a fast-paced, dynamic environment.
  • Advanced proficiency in Microsoft Excel (e.g., VLOOKUP, pivot tables).
  • Proficiency with support ecosystems, including Zendesk, JIRA, and Confluence, and effective use of diagnostic tools like FullStory, DBeaver, Snowflake, and DataDog.
  • Nice to Have:
  • SQL certification or experience writing basic queries.
  • Experience with G-Suite.
  • Familiarity with using AI tools for diagnostics, data analysis, or query generation.
  • 1+ years of software development (.NET MVC, C#, Entity Framework).
  • Demonstrated experience in a technical support or escalation-focused role.