Customer Experience Specialist - Accounting

📋 Description

• Handle queries from small business owners, bookkeepers, accountants
• Provide proactive outreach to help customers get more value
• Resolve questions with accounting fundamentals in mind
• Collaborate across teams to resolve issues quickly
• Support on phone, email, chat using Salesforce as core tool
• Explore AI and new tech to improve support

🎯 Requirements

• Accounting or bookkeeping qualification level 5+ (essential)
• Clear, confident communication on calls, email, chat
• Strong problem-solving to resolve complex queries
• Comfort with outbound calls and proactive outreach
• Ability to build trust with customers
• Experience in a service/contact center environment