Handle direct customer inquiries through various support channels while responding to complex technical issues escalated from bookkeeping, accounting, and tax support teams.
Conduct live phone and video support sessions for customers requiring urgent help.
Analyze, prioritize, and escalate bugs and feature requests to Product & Engineering teams with clear, actionable documentation.
Collaborate directly with Engineering, Product teams, and integration partners to resolve customer-impacting issues.
Act as the quality assurance authority for technical escalations and serve as the go-to resource for Customer Support and Enablement teams.
Develop and maintain comprehensive internal and customer-facing technical documentation in partnership with Knowledge Management.
Work hands-on with technical teams to troubleshoot and resolve complex customer issues and product bugs
Requirements
Outstanding written and verbal communication skills with the ability to explain technical concepts clearly.
Proven experience ensuring quality in escalated customer requests and bug reporting
Demonstrated experience in technical support, ideally within a fast-paced early-stage B2B SaaS environment.
Ability to think critically, master complex products quickly, and develop creative solutions to customer challenges.
Experience documenting detailed replication steps for complex issues and collaborating with Engineering & Product teams toward resolution.
Understanding of best practices for troubleshooting frontend/backend issues and API integrations (REST, SOAP, GraphQL, etc.).
Hands-on experience supporting third-party integrations such as Plaid, Stripe, or similar platforms.
Familiarity with modern support platforms like Zendesk, Salesforce Service Cloud, or Help Scout
Benefits
A collaborative, fast-moving culture that values clarity, trust, and autonomy.
Competitive compensation, equity, and benefits.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
written communicationverbal communicationcritical thinkingproblem-solvingcollaborationcreativityprioritizationescalation managementcustomer serviceattention to detail