Frontline Support Specialist (Contract Position) jobs in United States
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Heard · 11 hours ago

Frontline Support Specialist (Contract Position)

Heard is an all-in-one financial solution for therapists, and they are seeking a Frontline Support Specialist to join their Customer Experience team. The role involves being the first point of contact for customer inquiries, resolving issues, and routing complex matters to appropriate teams during the tax season.

AccountingFinanceFinancial ServicesHealth CareSoftwareWellness

Responsibilities

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

Qualification

Customer support experienceCommunication skillsBookkeeping knowledgeTicketing platformsProblem-solving skills

Required

Strong verbal and written communication skills
Experience providing phone-based customer support
Experience with ticketing and customer engagement platforms (Zendesk, Salesforce Service Cloud, Help Scout, or similar)
Proven customer service experience, preferably in a B2B SaaS environment
Excellent written and verbal communication skills
Experience and comfort engaging with customers across all communication channels
Natural problem-solver with a customer-first mindset
Must be located in the United States

Company

Heard

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Heard is the only financial management software built for therapists that enables you to manage your bookkeeping, taxes, and payroll—all in one place.

Funding

Current Stage
Growth Stage
Total Funding
$26.3M
Key Investors
HeadlineFootworkFounders' Co-op
2023-06-22Series A· $15M
2022-05-05Series A· $10M
2021-03-17Seed· $1.3M

Leadership Team

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Andrew Riesen
Co-Founder, CEO
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Victoria Li
Cofounder, Chief Product & Technology Officer
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Company data provided by crunchbase