Klipboard ยท 3 months ago
Finance Support Analyst
Blue Bell, Blue Bell, PA, US
Full-time
Hybrid
New Grad, Entry LevelKlipboard is a company that provides specialist software and support for the distributive trade. They are seeking a Finance Support Analyst to assist customers with queries related to the Klipboard application software, focusing on financial aspects and ensuring efficient customer service.
Computer Software
Responsibilities
Support customers with problems and queries relating to the Klipboard application software
Accurately resolve problems using investigative and analytical skills
Identify and replicate problems that require a software change by Development
Work as part of the Support team
Work with other departments to provide solutions to the customer
Pro-actively taking ownership of a wide variety of calls and problems
Ensuring all calls are dealt with efficiently and promptly in accordance with the Service Level Agreement
Managing, prioritising and progressing their adopted calls, in particular
Using the call logging system correctly and ensuring that calls are updated on a regular basis with actions undertaken
Regularly updating customers regarding the status of their calls
Effectively handling complaints and call escalation requests form customers
Identifying calls that are not support calls and dealing with these following the correct procedures, for example after sales calls, chargeable support calls, modification and system change requests
Continually and pro-actively acquiring and retaining knowledge of Klipboard products and systems
Pro-actively using the appropriate tools to gain and share knowledge
Working with members of the Support Team and other departments to ensure that customers receive a prompt efficient service
Alerting Senior Application Support Consultants, Team Leaders and Application Support Manager as necessary regarding any sensitive customer issues
Following and applying the standard Commercial Software Support Procedures and Practices
Taking the initiative and identifying ways in which the Support Service and/or Support Procedures can be improved and discussing these with the Application Support Manager
Undertaking any other projects as required by the Support Manager
Qualification
Required
Finance Analysts will have a good general knowledge of accounting principles to trial balance level
Finance Analyst should ideally have an Accounting or Business Studies qualification, for example Degree, BTEC, HND or AAT
Excellent written and verbal communication skills
Microsoft Office skills with in depth Excel knowledge
Be able to investigate unfamiliar problems and generate an effective solution in a systematic and logical manner
Have excellent customer care and strong interpersonal skills
Project a professional image
Be adaptable and work as an effective member of a team
Be organised and manage own workload efficiently
Maintain a professional standard of communication at all levels
Work conscientiously and use initiative
Be calm under pressure and manage stressful situations
Adopt a positive, pro-active approach to work
Preferred
Understanding of standard business practices and Finance procedures as well as ERP systems
Knowledge of the Klipboard Application software or ERP software
Experience in a software support environment or similar
This role may require travel, therefore a valid driver's licence is desirable
Company
Klipboard
Klipboard is a leading provider of innovative business management software solutions - and the new name for Kerridge Commercial Systems (KCS).
1001-5000 employees
Funding
Current Stage
Late StageCompany data provided by crunchbase