Technical Support Executive

CashBook : UPI Wallets for Business Expenses; Bengaluru; On-site; INR 350,000 - 520,000; Full time

Job summary

CashBook is a UPI-led expense management solution helping businesses streamline employee spending and approvals. The company enables issuance of UPI-powered wallets with spending controls and real-time monitoring.

The Technical Support Executive will assist customers via calls, email, and remote sessions, troubleshoot issues, and coordinate with product teams to ensure fast resolutions and up-to-date knowledge bases.

Qualifications

• 1-2 years in Technical Support or Application Support.
• Strong understanding of mobile and web apps and basic troubleshooting.
• Preferred background in FinTech or payments-related apps.

Responsibilities

• Provide technical support to customers via calls, emails, and remote sessions.
• Troubleshoot application issues and guide users to resolutions.
• Handle onboarding, KYC, Wallet Activation, UPI Payments, and bookkeeping queries.
• Coordinate with Product and Tech teams to resolve issues.
• Reproduce issues and collect logs, screenshots, and videos for investigation.
• Track issues till closure and update customers timely.
• Create and update SOPs, FAQs, and knowledge base articles.

Skills

Tech Support

Communication skills

Analytical thinking

Cross-functional coordination

FinTech experience

Education

Bachelors in CS/IT

Job description

Company Description CashBook is a UPI-led expense management solution that helps businesses streamline and control employee spending. The platform enables organizations to issue UPI-powered digital wallets to team members, set spending limits, and monitor usage in real time. By simplifying expense tracking and approvals, CashBook supports better financial oversight and operational efficiency. The company focuses on providing secure, user-friendly tools that make managing business expenses faster and more transparent for employers and employees.

Job Title: Technical Support Executive

Experience: 1-2 Years

Background in QA is highly preferred.

Key Responsibilities

• Provide technical support to customers via calls, emails, WhatsApp, and remote sessions.
• Troubleshoot application-related issues and guide users with appropriate resolutions.
• Handle customer queries related to onboarding, Business KYC, Wallet Activation, UPI Payments, Virtual Accounts, and Bookkeeping.
• Coordinate with Product and Tech teams to resolve customer issues.
• Reproduce reported issues and collect screenshots, videos, and logs for investigation.
• Track issues until closure and provide timely updates to customers.
• Create and update SOPs, FAQs, and knowledge base articles whenever required.

Required Skills

• 1-2 years of experience in Technical Support, Product Support, or Application Support.
• Good understanding of mobile and web applications.
• Basic understanding of how software applications work, application testing, software release process (new builds/updates), and troubleshooting.
• Strong analytical and problem-solving skills.
• Good verbal and written communication skills.
• Ability to coordinate with cross-functional teams.
• Experience in FinTech or payment applications is preferred.

Preferred Educational Qualification

• Bachelor's degree in Computer Science, Information Technology, BCA, B.Sc. (Computer Science/IT), B.E./B.Tech (Computer Science/IT), or any equivalent IT-related qualification.