Customer Support Executive - Accountancy

Matched; Wokingham; Hybrid; GBP 26,000 - 34,000; Full time

Job summary

Matched is seeking a Customer Support Executive to join our FinTech software team in a hybrid role. You will address customer inquiries by phone and email, build knowledge of accountancy products, and help clients get the most value from our technology.

Ideal candidates hold an accountancy qualification (AAT or degree), have 1+ year of customer service experience, and demonstrate clear communication, analytical thinking, and the ability to stay composed under pressure.

Qualifications

• Degree or qualification with accountancy/finance module.
• 1+ year in a professional customer service role.
• Understanding of accountancy processes and reports.
• Clear written and spoken communication; calm telephone manner.

Responsibilities

• Answer customer support calls and emails with exceptional care.
• Build knowledge of accountancy, tax, and products to respond accurately.
• Apply product knowledge to resolve customer questions.
• Assist customers with general sales enquiries.
• Suggest improvements to support materials (FAQ, guides).
• Collaborate to expand personal knowledge of products and tax processes.

Skills

Accountancy knowledge

Customer service experience

Communication skills

Analytical thinking

Education

Degree with accountancy/finance module

Job description

Customer Support Executive - Accountancy

Location: Hybrid, 3 days a week in the Wokingham office

Why:

FinTech Software Vendor experiencing huge growth

• Do you have an Accountancy Qualification (AAT) or an Accountancy Degree?
• Do you have 1+ year customer service / customer support in a professional environment?
• Are you passionate about delivering the best customer service?

The company are a leading FinTech Software Company, experiencing growth and with a reputation for being a market leader. They are looking for a Customer Support Executive to help their customers get the most value and best experience from their technology. This role is the perfection option for someone with an Accountancy qualification that doesn't want to go down the 'standard' route.

You will have daily opportunity to speak to customers and clients. You will need to be an exceptional individual who has a passion to use your accounts and financial reporting knowledge, who is passionate about software and wants to develop your skills to deliver first class telephone and email support to customers.

Responsibilities - Customer Support Executive - Accountancy

• Answer customer support telephone calls and emails, providing exceptional customer care
• Build your knowledge of accountancy, tax and accounts by researching and answering questions from customers.
• Build your knowledge of products and use this to resolve customers' questions
• Assist existing and prospective customers with general sales enquiries
• Suggest new or improvements to support materials (FAQ’s, user guides and knowledge base)
• Work collaboratively ensuring you are building your individual knowledge of products and tax and accounting processes

Requirements - Customer Support Executive - Accountancy

• A degree that included an accountancy or finance module such as business, accountancy, finance
• 1+ year experience in a customer service role i.e. administration, customer service, receptionist, or similar
• Understanding of the type of accounting processes, reports and statements companies use
• A confident, calm and concise telephone manner
• Clear communication both written and spoken
• An analytical and organised approach to problem solving
• The ability to interact positively with customers at all levels
• To work well under pressure