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Customer Success Representative
5 days agoWhat's your preference?
Job Description
- Req#: 882af0f7-09ae-4c07-9fde-4fe291526e40
Employer Industry: Accounting and Bookkeeping Services
Why consider this job opportunity:
- Salary up to $75,000 per year
- Comprehensive benefits package including health, dental, vision, 401(k), and life insurance
- Remote-first and flexible work culture
- Clear path for career growth in a fast-growing firm
- Supportive, collaborative team with strong systems and documentation
What to Expect (Job Responsibilities):
- Handle customer inquiries via phone, email, Zoom, and support tickets
- Communicate bookkeeping and tax status updates clearly and accurately
- Identify and request required documents or information from customers
- Maintain accurate records and workflows in HubSpot and internal systems
- Collaborate closely with internal operations teams to resolve issues efficiently
What is Required (Qualifications):
- 3+ years of SaaS customer support or customer success experience
- Working knowledge of bookkeeping and small business financial workflows
- Expert-level proficiency with HubSpot, Zoom, and Google Workspace
- Ability to quickly learn proprietary software
- Excellent written and verbal communication skills
How to Stand Out (Preferred Qualifications):
- Highly organized with strong attention to detail
#Accounting #CustomerSuccess #RemoteWork #CareerGrowth #CompetitivePayAbout the company
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