This role is ideal for someone with a background in accounts administration, bookkeeping, accounts payable, accounts receivable, or finance support who enjoys problem-solving and helping customers. You'll spend most of your day investigating issues, providing guidance and training, supporting implementations, and working with internal teams to deliver positive customer outcomes.
Key Responsibilities
- Manage and respond to customer enquiries primarily via email and online support channels.
- Resolve client issues relating to access, compliance, and system functionality.
- Provide timely updates and follow-up communication to ensure a positive customer experience.
- Troubleshoot and triage customer issues, escalating complex matters where appropriate.
- Maintain accurate records of customer interactions, investigations, and resolutions.
- Collaborate with internal teams to identify opportunities for process and service improvements.
- Prepare and maintain support documentation and share knowledge across the wider team.
- Build strong relationships with customers by providing responsive, professional, and solution-focused support.
- Prioritise and manage multiple customer enquiries while meeting service expectations and deadlines.
- Contribute to continuous improvement initiatives and support best-practice customer service standards.
About You
To be successful in this role, you will have:
- Experience in accounts administration, bookkeeping, finance administration, accounts payable, accounts receivable, or a similar transactional finance environment.
- Even though its working for a software company you don’t need tech experience
- An understanding of financial transactions, reconciliations, and financial processes.
- Strong attention to detail and the ability to investigate and resolve issues.
- Strong organisational and time management skills.
- Confidence using Microsoft 365 and other online systems.
- The ability to work independently while collaborating effectively within a team.
Ideal Backgrounds
We'd love to hear from candidates with experience in:
- Accounts Payable or Accounts Receivable
- Bookkeeping
- Finance Administration
- Trust Accounting
- Payroll Administration
- Banking Operations
- Financial Services Administration
