Customer Support Specialist – Accounts Payable
Stampli
ERPOracle
Customer Support Specialist, Accounts Payable
Stampli
full-time
Posted on:
Origin: • 🇺🇸 United States • California
Visit company websiteSalary
💰 $70,000 per year
Job Level
Junior
Tech Stack
ERPOracle
About the role
- Act as an expert on Stampli’s Financial Operations Platform for new and current customers
- Answer customer inquiries within Intercom promptly, efficiently, and professionally
- Support onboarding, training, and customer success activities
- Work directly with customers via chatbox (Intercom) and simple integrations to accounting systems (NetSuite, Sage Intacct, QuickBooks)
- Collaborate closely with Customer Success leadership, Product, and Development teams to escalate complex issues
- Proactively explore and implement AI-driven methods to enhance customer support efficiency and streamline invoice processing and approval workflows
- Assist customers in leveraging AI-powered features (e.g., Billy the Bot™) to automate invoice processing, approvals, and communications
- Be a trusted resource for customers on all aspects of the platform
Requirements
- Minimum 1 year Accounts Payable experience
- Excellent troubleshooting skills
- Organized, curious, and motivated to learn
- Experience with Purchase Orders
- Experience with ERP's (Sage Intacct, QuickBooks, Oracle NetSuite)
- Bachelor’s Degree or equivalent work experience
- Service oriented and collaborative
- Positive energy
- Experience nurturing relationships with vendors
- Knows their debits and credits (and has done postings before)
- Familiarity with AI-based automation tools in finance operations or a strong desire to develop expertise in enhancing AP workflows through technology
- Agile, data-aware, and focused on process improvement