Job Description

Job Description

About the Role

We're looking for a proactive and adaptable Client Success Specialist to support customers in maximizing the value of our cloud-based platform. This multifaceted role involves onboarding, training, troubleshooting, support, and contributing to product development.

Key Responsibilities

• Respond to client inquiries and provide day-to-day support
• Conduct live training sessions and develop self-help resources
• Troubleshoot platform, reporting, and reconciliation issues
• Manage support cases and lead specialty client projects
• Collaborate with the engineering team to resolve issues and enhance the product
• Provide guidance to align the platform with client requirements

Qualifications

• Bachelor’s degree in business, accounting, or a related field
• Understanding of basic accounting principles or accounting software
• Experience in customer service, project management, or operations is a plus
• Proficiency with Excel and data analysis
• Strong problem-solving and communication skills
• Spanish fluency is a bonus but not required

Perks

• Collaborative and casual work environment
• 100% paid medical + fully funded HSA and dental coverage
• 401(K) with 4% company match
• Easy access via Metro North

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