Bilingual Customer Service Representative

Caseware; United States; Remote; CAD 50,000 - 60,000; Full time

Benefits offered by this job

Health insurance

Retirement plans

Remote opportunities

Flexible time-off

Job summary

Caseware, a Canadian fintech software leader, is seeking a Bilingual Customer Service Representative to join our growing team. This fully remote, full-time role focuses on supporting clients, providing product overviews and licensing information, and pre-qualifying leads.

You will build rapport with clients, become a product expert, and use Salesforce to track activities. Fluency in English and French, post-secondary education, and 2 years of software customer service experience are expected.

Qualifications

• Fluency in both English and French is required.
• Post-secondary education is preferred.
• 2 years of customer service experience in software is an asset.

Responsibilities

• Respond to client inquiries about CaseWare offerings, licensing, pricing, etc.
• Build rapport to nurture client relationships
• Pre-qualify leads for CaseWare’s sales team
• Become a product expert
• Use Salesforce to track activities and opportunities
• Perform other ad-hoc tasks as required

Skills

Bilingual EN/FR

Salesforce experience

Communication skills

Team player

Education

Post-secondary education

Tools

Salesforce

Job description

Caseware is one of Canada's original Fintech companies, having led the global audit and accounting software industry for over 30 years, with more than 500,000 users across 130 countries and available in 16 different languages. While you might not have heard of us (yet) over 36,000 accounting and audit professionals list Caseware as a skill on their LinkedIn profiles!

We are seeking a Bilingual Customer Service Representative to be part of our growing team.

We are an internationally renowned software company that sells world-class accounting and analytics software to professionals around the globe. CaseWare solutions are used by over 500,000 professionals, across 170 countries, and in 16 languages.

The role is fully remote

This is an existing vacancy

This is a full-time, permanent position

What you will be doing:

• Respond to client-related inquiries about CaseWare International’s offerings, provide product overviews, licensing information, pricing, etc
• Build rapport quickly to nurture client and potential client relationships
• Pre-qualify leads for CaseWare’s sales team
• Become a product expert
• Use a customer relationship management tool (Salesforce) to track activities and opportunities
• Other ad-hoc activities as required

What you will bring:

• Strong verbal and written communication skills
• Customer Success & Growth Mindset
• Fluency in both English and French is required
• Previous experience with Salesforce is a strong asset
• Post-secondary education
• Aspirations to grow professionally in the Customer Service, Success, and Sales environment
• Team player with a "roll up your sleeves" attitude to getting work done
• Organizational skills to keep contacts and prospects organized
• 2 years of customer service experience in the software sector or a similar role is considered an asset
• An understanding of, or experience working in, the accounting or financial audit industry is considered an asset
• Comfortable using AI tools to support day-to-day work and improve productivity

Salary Range

The annual base salary for this position is between $50,000 CAD and $60,000 CAD per year. This role is also eligible for discretionary bonus and/or commission, as well as other benefits. Actual pay within the listed range will be determined based on factors such as transferable skills, relevant experience, market conditions, and primary work location. The posted range is subject to change and may be updated periodically.

What's in it for you:

• Innovation is at our core.
• We are committed to a collaborative culture, where your ideas are valued, and knowledge sharing is encouraged within a supportive, inclusive team.
• Work-life balance is important to us. We offer flexible work options, remote opportunities, and generous time-off policies to ensure a healthy work-life balance.
• We offer competitive compensation, including a competitive salary and comprehensive benefits such as health insurance and retirement plans.
• We are driven by impactful work. Your contributions directly affect how our clients manage financial processes and drive their success.
• Recognition and rewards matter to us. We celebrate hard work through recognition programs, performance bonuses, and opportunities for career growth.
• We embrace global opportunities. Work on international projects and collaborate with a diverse, global team.

About Caseware:

Caseware's cutting-edge software products are meticulously designed for accounting firms, corporations, and governments. Our teams are continually collaborating, innovating, and building upon our existing suite of products. With a customer-focused mindset, we are building technology that is shaping what the future of audits, financial reporting, and financial data analytics will look like.

With a recent strategic investment from Hg Capital in 2020, Caseware is now in its next major growth phase as we double down on the people and products that have made Caseware so successful to date.

One of Caseware's core values is Many Voices, One Team and with that in mind, we're dedicated to building teams as diverse as our customers in an equitable and inclusive way. We welcome and encourage candidates of all backgrounds to apply. Should you require accommodations or have any questions at any point during the application or interview process, please e-mail our People Operations team at [e-mail].

AI Usage:

The recruitment process may use AI assisted tools but not for candidate screening or assessment. All final hiring decisions are made by humans to ensure fairness, transparency, and oversight.

Background Check:

Any candidates successful in obtaining an offer for a position will need to successfully complete a background check through Certn.co which typically includes an Identity Verification and Criminal Record Check. Executives and Senior Managers will undergo a Soft Credit Check as well. Candidates residing in the Netherlands and Germany are excluded from undergoing background checks via Certn.co.

Security and Fraud:

Caseware takes the security of candidates seriously. All legitimate communication from us will come from email addresses ending in @caseware.com and our open positions are always listed on reputable job boards and on our website https://jobs.lever.co/caseware. We will NEVER ask for payment or financial information from you. If you receive an unsolicited job offer, proceed with extreme caution. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.