Givzey

Customer Support

• Serve as a primary point of contact for Version2 customer support inquiries, delivering thoughtful, timely, and high-quality responses
• Build trusted relationships with customers by clearly explaining issues, solutions, and next steps
• Troubleshoot customer-reported issues, including data discrepancies, file formatting challenges, and system behavior questions
• Provide proactive guidance to help customers get the most value from Version2
• Partner closely with Customer Success Managers and the Operations team to ensure seamless customer handoffs and shared context
• Identify potential product bugs, data issues, or technical gaps and create clear, actionable Jira tickets for Engineering
• Collaborate cross-functionally to resolve issues efficiently while keeping customers informed throughout the process
• Participate in shared on-call coverage during holidays as part of a growing support team
• Own and continuously improve our support tooling (HelpScout), including workflows, tagging, reporting, and automation
• Identify, create, and maintain knowledge base articles to empower customers and reduce repeat support requests
• Analyze support trends to surface insights, recurring issues, and opportunities for product or process improvements
• Help define, document, and refine Version2 support processes as the product and customer base grow
• Contribute to building an industry-leading support experience that scales efficiently without sacrificing quality
• Lay the groundwork for future support growth, including documentation, tooling, and operational best practices

Support Specialist

Accounting Manager

• Be the go-to for invoicing and lead monthly revenue recognition reconciliations
• Keep accounts receivable on point—managing aging reports, credits, collections, and customer communication
• Oversee accounts payable, ensuring vendors are set up, approved, documented, and weekly AP batches are on time
• Manage daily cash posting and monthly bank reconciliations
• Review, code, and reconcile corporate credit card activity
• Own the month-end close process, including general ledger maintenance and balance sheet reconciliations
• Identify and execute process improvements and automation opportunities
• Document accounting policies, procedures, and internal controls
• Play a key role in system implementations or optimizations (e.g. ERP, billing, or expense tools)
• Support annual financial audits