Accounting / Accountant - Client & Customer Support

Caselle, Inc.; Provo (UT); Hybrid; USD 60,000 - 80,000; Full time

Benefits offered by this job

Competitive pay

Comprehensive benefits package (health, dental, vision, PTO, 401(k))

Flexible hybrid or remote work options

Job summary

A growing technology company based in Provo, Utah is seeking a Client Service Analyst who is passionate about helping people and thrives in a dynamic environment. This role involves assisting clients through various channels while ensuring they gain maximum value from the services. You will leverage your accounting knowledge and customer service experience to troubleshoot issues effectively. This position offers flexible work options and a comprehensive benefits package, fostering a culture of innovation and collaboration.

Qualifications

• 1-3 years of experience in customer service, ideally in a SaaS environment.
• Knowledge of financial statements, debits and credits.
• Experience in accounts payable (AP) or accounts receivable (AR).

Responsibilities

• Assist clients via phone, email, and chat to answer questions.
• Troubleshoot issues and ensure clients receive maximum value from the software.
• Document insights that improve processes.

Skills

Accounting or bookkeeping experience

Excellent verbal and written communication skills

Troubleshooting and problem-solving skills

Comfort with technology

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.

Job Posted by ApplicantPro