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Customer Support Executive

1 - 6 years

3 - 5 Lacs

Posted:1 day ago| Platform: Naukri logo

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Job Type

Full Time

Job Description

Key Responsibilities:
1. Customer Assistance:o Provide support to clients via phone, email, and live chat.o Respond to inquiries related to accounting software, financialstatements, billing, and other accounting-related matters.o Assist clients with troubleshooting and resolving issues promptly.2. Issue Resolution:o Identify, investigate, and resolve customer issues in a timely manner.o Escalate complex issues to higher-level support or specializeddepartments when necessary.o Follow up with clients to ensure their issues are fully resolved andthey are satisfied with the service provided.3. Product Knowledge:o Maintain a thorough understanding of the companys accountingproducts and services.o Stay updated with new features, updates, and changes in accountingregulations.o Educate clients on how to use accounting software and otherfinancial tools effectively.4. Customer Relationship Management:o Build and maintain strong relationships with clients by providingexceptional customer service.o Keep accurate records of customer interactions, issues, andresolutions in the CRM system.o Gather customer feedback and provide suggestions for productimprovements.5. Training and Support:o Conduct training sessions for clients on how to use accountingsoftware and understand financial reports.o Create and update user manuals, FAQs, and other supportdocumentation.o Assist in onboarding new clients and setting up their accountingsystems.6. Team Collaboration:o Work closely with other departments, including accounting, sales,and technical support, to ensure cohesive service delivery.o Participate in team meetings and contribute to the continuousimprovement of customer support processes.Qualifications and Skills:Education:o Bachelors degree in Accounting, Finance, Business Administration,or a related field.Experience:o Previous experience of 2-3 years in customer support or a relatedfield, preferably within the accounting or financial services industry.o Must have Experience with accounting softwares (e.g., QuickBooks,Xero, Capium, Sage)Skills:o Strong understanding of accounting principles and financialstatements.o Excellent communication and interpersonal skills.o Proficiency in using customer support software and CRM systems.o Problem-solving skills and the ability to work under pressure.o Attention to detail and accuracy in handling financial information.Personal Attributes:Professionalism: Demonstrates a high level of professionalism and ethicalstandards.Client-Focused: Committed to providing excellent service and buildingstrong client relationships.Patience: Ability to remain patient and calm while addressing client issuesand concerns.Proactive: Takes initiative to identify and address potential issues beforethey escalate.Team Player: Works well in a team environment and collaborates effectivelywith colleagues.


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Capital Placement Services
Capital Placement Services

Consumer Services

New York

201-500 Employees

437 Jobs

    Key People

  • John Doe

    CEO
  • Jane Smith

    COO

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