Jobs · Customer Service

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.

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