Accounting / Accountant - Client & Customer Service

Caselle Inc; Provo (UT); Hybrid; USD 45,000 - 65,000; Full time

Benefits offered by this job

Competitive pay

Comprehensive benefits package

Flexible work options

Job summary

A growing technology company is seeking a Client Service Analyst in Provo, Utah. In this role, you'll assist clients through phone, email, and chat, ensuring they gain maximum value from the software. Key qualifications include experience in customer service, strong communication skills, and a background in accounting. The position offers competitive pay, a comprehensive benefits package, and flexible hybrid or remote work options.

Qualifications

• 1-3 years of experience in customer service or client support.
• Empathetic and professional communication skills.
• A genuine desire to help people succeed with technology.
• 1-3 years in customer service or support in SaaS or software.
• Excellent verbal and written communication.
• Troubleshooting mindset with curiosity and patience.
• Comfort with technology and helping customers succeed.

Responsibilities

• Assist clients by phone, email, and chat.
• Troubleshoot issues and answer questions.
• Document insights that improve processes.
• Document insights to improve processes and customer satisfaction.

Skills

Accounting or bookkeeping experience

Knowledge of financial statements

Full-cycle accounting principles

Customer service experience

Excellent communication skills

Troubleshooting and problem-solving

Comfort with technology

Tech affinity

Job description

At Caselle, we believe great software starts with great service. We're a growing technology company of just over 200 employees based in Provo, Utah, helping local governments and organizations modernize their operations through intuitive, cloud-based solutions. As we continue to expand, we're looking for a Client Service Analyst who's passionate about helping people and thrives in a dynamic, fast-paced environment.

As a Client Service Analyst, you'll be on the front lines of our customer experience - assisting clients by phone, email, and chat to answer questions, troubleshoot issues, and make sure they get the most value out of our software. You'll work closely with our product, engineering, and implementation teams, acting as the bridge between customers and technology. Your goal is to turn every interaction into a positive experience and every problem into a solution.

You'll be the kind of person who enjoys learning new systems, figuring things out, and explaining complex ideas in simple, friendly ways. Whether it's helping a customer resolve a technical challenge, guiding them through new features, or documenting insights that improve our processes, you'll play an important role in shaping how our clients see us - as trusted partners who care about their success.

A few things that will help you succeed in this role:

• Accounting or bookkeeping experience.
• Knowledge around financial statements, debits and credits, and full-cycle accounting principles.
• AP or AR knowledge.
• 1-3 years of experience in customer service, client support, or help desk roles, ideally in a SaaS or software environment.
• Excellent verbal and written communication skills - you're clear, empathetic, and professional.
• A knack for troubleshooting and problem-solving, paired with curiosity and patience.
• Comfort with technology and a genuine desire to help people succeed with it.

In return, you'll enjoy competitive pay, a comprehensive benefits package (health, dental, vision, PTO, and 401(k)), and flexible hybrid or remote work options. Most importantly, you'll be part of an innovative, collaborative culture where new ideas are encouraged and growth is constant.

If you're ready to build meaningful relationships, grow your technical expertise, and make an impact every day, we'd love to meet you.