Accounting / Accountant - Client & Customer Service

Caselle, Inc.; Provo (UT); Hybrid; USD 50,000 - 70,000; Full time

Benefits offered by this job

Competitive pay

Comprehensive benefits package

Flexible hybrid or remote work options

Job summary

A technology company in Provo, Utah is seeking a Client Service Analyst to enhance customer experiences. In this role, you'll assist clients via phone, email, and chat, resolving inquiries and technical challenges. Ideal candidates will have experience in customer service or client support, with a strong understanding of accounting principles. This position offers competitive pay, comprehensive benefits, and the flexibility to work in a hybrid or remote capacity within a collaborative culture.

Qualifications

• 1-3 years of experience in customer service or client support roles.
• Knowledge of financial statements, debits, and credits.
• Experience with AP or AR processes.

Responsibilities

• Assist clients by phone, email, and chat to troubleshoot issues.
• Work closely with product and engineering teams.
• Turn customer interactions into positive experiences.

Skills

Accounting or bookkeeping experience

Excellent verbal and written communication skills

Problem-solving skills

Comfort with technology

Job description

Overview

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.

Responsibilities

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.

Qualifications

• 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.

Benefits/Perks

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.

How to apply

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