Customer Experience Specialist - Accounting
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The role
As a Customer Experience Specialist, you will be a trusted advisor to small business owners, bookkeepers, and accountants.
Resolve queries across phone, email, and chat with proactive outreach to maximise product usage.
Record details accurately in Salesforce and stay current with ongoing product training to support both beginners and experts.
Apply accounting fundamentals to troubleshoot issues and deliver clear, simple outcomes.
Collaborate within a growth-minded team, embracing new tools, including Generative AI, to enhance service.
This role supports activation and retention initiatives and emphasises empathy, resilience, and a customer-centric approach.
Resolve queries across phone, email, and chat with proactive outreach to maximise product usage.
Record details accurately in Salesforce and stay current with ongoing product training to support both beginners and experts.
Apply accounting fundamentals to troubleshoot issues and deliver clear, simple outcomes.
Collaborate within a growth-minded team, embracing new tools, including Generative AI, to enhance service.
This role supports activation and retention initiatives and emphasises empathy, resilience, and a customer-centric approach.
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