Accounting / Accountant - Client & Customer Support
Caselle, Inc. · Provo, UT · 6 mo ago
RemoteRemoteCustomer ServiceFull-time
About the role
We're a growing technology company of just over 200 employees based in Provo, Utah, helping local governments and organizations modernize their operations through intuitive, cloud-based solutions. As we continue to expand, we're looking for a Client Service Analyst who's passionate about helping people and thrives in a dynamic, fast-paced environment.
Responsibilities
- Assist clients by phone, email, and chat to answer questions, troubleshoot issues, and make sure they get the most value out of our software.
- Work closely with our product, engineering, and implementation teams, acting as the bridge between customers and technology.
- Turn every interaction into a positive experience and every problem into a solution.
Requirements
- 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.
Qualifications
- Strong interpersonal and communication skills.
- Ability to handle multiple tasks simultaneously and prioritize effectively.
- Experience with CRM tools and/or ticketing systems.
- Basic understanding of software development lifecycle and agile methodologies.
Skills
- Customer service skills.
- Technical troubleshooting abilities.
- Problem-solving skills.
- Effective communication skills.
Benefits
- Competitive pay.
- Comprehensive benefits package (health, dental, vision, PTO, and 401(k)).
- Flexible hybrid or remote work options.
Pay
Competitive pay.
Schedule
Flexible hybrid or remote work options.