Accounting / Accountant - Client & Customer Support jobs in United States
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Caselle, Inc. ยท 11 hours ago

Accounting / Accountant - Client & Customer Support

Caselle is a growing technology company helping local governments and organizations modernize their operations through cloud-based solutions. They are seeking a Client Service Analyst to assist clients with questions and troubleshooting, ensuring they get the most value from the software while collaborating with product and engineering teams.

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Responsibilities

Assisting clients by phone, email, and chat to answer questions, troubleshoot issues, and make sure they get the most value out of our software
Working closely with our product, engineering, and implementation teams
Turning every interaction into a positive experience and every problem into a solution
Helping a customer resolve a technical challenge
Guiding them through new features
Documenting insights that improve our processes

Qualification

Accounting experienceFinancial statements knowledgeAPAR knowledgeCustomer service experienceSaaS environment experienceTechnical troubleshootingCuriosityPatienceVerbal communication skillsWritten communication skillsProblem-solving skills

Required

Accounting or bookkeeping experience
Knowledge around financial statements, debits and credits, and full-cycle accounting principles
AP or AR knowledge
1-3 years of experience in customer service, client support, or help desk roles, ideally in a SaaS or software environment
Excellent verbal and written communication skills - you're clear, empathetic, and professional
A knack for troubleshooting and problem-solving, paired with curiosity and patience
Comfort with technology and a genuine desire to help people succeed with it

Benefits

Health
Dental
Vision
PTO
401(k)

Company

Caselle, Inc.

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Caselle is a computer software company that provides accounting software solutions.

Funding

Current Stage
Growth Stage
Company data provided by crunchbase