Related skills
fintech data analysis salesforce ticketing systems ai toolsπ Description
- Understand Accounting software and troubleshoot end-user issues.
- Handle high-volume inbound calls and emails.
- Guide users on software installation, features, and use.
- Analyze client workflows to apply Caseware with accounting.
- Troubleshoot end-user issues with product knowledge.
- Maintain and update records of procedures and processes.
- Protect client confidentiality; maintain operations integrity.
- Track issues using the internal ticket system.
- Perform minor testing and provide feedback on software.
- Document hardware and software changes and revisions.
- Explore AI tools to improve processes via AI-enabled solutions.
- Collaborate on related projects as they arise.
π― Requirements
- 1-2 years' experience in B2B accounting/fintech support.
- Salesforce experience is an asset.
- Experience with ticketing systems.
- Understanding of accounting, assurance and tax principles.
- Achievement- and resolution-oriented with strong service focus.
- Able to analyze data; strong problem-solving skills.
- Strong independent learner.
- Committed to continuous improvement; Fintech-focused learner.
- Able to perform under time pressure in a fast-paced environment.
- Excellent English communication; French is an asset.
- Accurate and efficient keyboarding and data entry.
- AI-first mindset; curious about AI tools to improve work.
π Benefits
- Cutting-edge fintech accounting tech; impactful software.
- Collaborative culture; ideas valued; knowledge sharing.
- Flexible work options; remote opportunities; generous time off.
- Competitive compensation and comprehensive benefits.
- Impactful work; your contributions affect clients' finances.
- Recognition programs; performance bonuses; career growth.
- Global opportunities; work on international projects.
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