Provide phone support as primary communication channel, responding to inbound customer inquiries with professionalism and empathy
Respond to customer inquiries across multiple channels including email, chat, and social media
Resolve customer issues or escalate to Technical Support, Accounting Support, Customer Success, and other departments as needed
Develop working knowledge of bookkeeping, tax, and payroll processes to address customer questions accurately
Contribute to documentation, training materials, and process improvements

Requirements

You have strong phone communication skills with proven experience providing phone-based customer support
You have experience with ticketing and customer engagement platforms (Zendesk, Salesforce Service Cloud, Help Scout, or similar)
You have a proven customer service experience, preferably in a B2B SaaS environment
You poses excellent written and verbal communication skills
You are experienced and comfortable engaging with customers across all communication channels
You are a natural problem-solver with a customer-first mindset
Must be located in the United States

Applicant Tracking System Keywords

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

bookkeepingtax processespayroll processescustomer serviceproblem-solving

phone communicationwritten communicationverbal communicationempathycustomer-first mindset