Remote SaaS Client Success & Financial Support Specialist

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

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.