Accounting Success Specialist

📋 Description

• Serve as primary support contact for clients via phone, email, chat.
• Troubleshoot issues, provide clear guidance, and resolve inquiries.
• Manage tickets in HubSpot, document resolutions and client data.
• Escalate complex issues to internal teams and track progress.
• Submit bugs and requests with detailed info for tech teams.
• Participate in QA testing for new releases.

🎯 Requirements

• Experience supporting accounting/financial software.
• Familiarity with PCs, office tech, printers, and desk support.
• Strong customer-service mindset and problem-solving focus.
• Clear written and verbal communication; explain concepts well.
• Detail-oriented, organized, accurate in managing requests.
• Ability to multitask and stay effective under pressure.

🎁 Benefits

• Salary range of $50,000–$60,000 per year.
• Competitive compensation with performance reviews and raises.
• Full-time remote work with necessary tools and support.
• 401(k) with employer matching.
• Employee Assistance Program and mental health support.
• Accident insurance and wellness discounts.