岗位职责 / Key Responsibilities
一、数据服务 / Data Services
- 审核客户上传的各类财务凭证AI识别结果,确保原始数据准确无误; Review data extracted from various financial documents (e.g., receipts, invoices, bank statements) uploaded by clients via cc:AI to ensure accuracy.
- 核查AI提示的问题(如重复、分类错误、金额不符等),并进行人工修正; Identify and manually correct potential issues flagged by the AI system, such as duplicates, misclassifications, or calculation errors.
- 为多客户提供簿记服务, 结合AI功能进行银行对账,处理差异项,确保账实相符; Perform bookkeeping and bank reconciliation with the assistance of AI tools and resolve discrepancies to ensure consistency between books and bank statements for a portfolio of clients.
- 生成各类周期性财务报表(如月报、季报、年报),确保数据逻辑清晰、结构规范; Generate periodic financial reports (monthly, quarterly, annually) with clear logic and standardized structure based on reviewed data.
- 反馈软件,识别中遇到的典型问题,协助优化AI模型和处理流程; Provide feedback on common software and recognition issues to support ongoing AI model improvement and workflow optimization.
二、产品支持 / Product Support
- 协助客户完成账号配置、模块启用、系统培训等基础使用流程; Assist clients in system setup, module activation, and training to ensure smooth onboarding.
- 快速响应客户产品使用问题,建立并跟进服务工单; Respond promptly to client issues, create and manage support tickets to ensure timely resolution.
- 主动监测客户使用行为,提升客户满意度,从而促进续费、升级与推荐; Proactively monitor user activity to enhance customer satisfaction, thereby encouraging renewals, upgrades, and referrals.
- 参与产品功能测试、用户反馈收集及培训材料制作,支持产品持续优化; Participate in product testing, gather user feedback, and support the creation of training materials for product enhancement.
任职资格 / Qualifications
教育背景 / Education:
- 大专及以上学历,财务、会计、数据、信息系统相关专业优先; Diploma or above, preferably in Accounting, Finance, Data, or Information Systems.
工作经验 / Work Experience:
- 有SaaS产品使用经验者优先,有AI或数据处理相关经验更佳; Experience with SaaS products preferred; exposure to AI or data processing tools is a plus.
- 熟悉Xero、QuickBooks等财务软件,了解ERP系统者优先; Familiarity with Xero, QuickBooks, or other accounting software; knowledge of ERP systems is an advantage.
核心技能 / Core Skills:
- 数据处理细致,具备良好的逻辑判断与问题分析能力; Detail-oriented with strong logical reasoning and analytical skills.
- 具备客服沟通与客户投诉处理技能,能够有效提升客户体验; Skilled in customer communication and complaint resolution, capable of improving overall client experience.
语言能力 / Language Proficiency:
- 中英文书写与口语能力良好,能与客户和团队顺畅沟通; Good written and verbal communication skills in both Chinese and English.
- 掌握其他语言(如马来语、泰语、越南语等)者优先考虑; Proficiency in additional languages (e.g., Malay, Thai, Vietnamese) is a strong plus.
软性能力 / Soft Skills:
- 责任心强、执行力高,能在多任务环境中保持高效率; Highly responsible and efficient in multitasking environments.
- 积极主动,乐于服务客户,具备良好的团队合作精神。 Proactive, service-oriented, and a strong team player.