Customer Success Agent - Kingston upon Hull, United Kingdom - JR Rix & Sons

JR Rix & Sons

Verified Company

Kingston upon Hull, United Kingdom

1 week ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Customer Success Agent

Vision:

We are looking for a dynamic individual with a background of accounting and finance who can onboard customers on the accountabl expense system and suggest features that will delight our customers._

Who are we?

We're accountabl, part of the Rix Digital ecosystem, who are a purpose-driven software company that designs, builds, and markets industry leading products in the FinTech and ESG industry.

We're expanding into new geographies, integrating with 3rd party accounting systems and scaling our product to new customers. Our team is growing fast and to meet developing market opportunities, we need new passionate people.

We're an early-stage business, so you will benefit from varied work, regular social events, and hybrid working.

You won't want to miss out on our state-of-the-art waterfront office though, complete with an innovation hub, café, and gym.

Together we believe that we can a build a better future for ourselves and for the world. Grow with us and help to change businesses for the better.

Who Are You?
You're someone who builds relationships, and you do it fast.

You'll understand how to onboard customers who use accounting packages like Xero, Sage, Business Central and Net Suite.

You'll help them set up bank accounts, control accounts and provide guidance on how to debit their expense accounts at the end of the month.

You'll have an eye for detail and be confident working with data.

You'll be involved in testing the software to ensure it meets requirements, completing tasks such as reconciliations and running month-end invoicing.

Your priority is helping customers grow from early-stage customers looking to achieve first value, into advocates of our product.

You'll make sure that our system sings, reporting any bugs to the techies and keeping your ear to the ground for feedback that will make our platforms fly.

And you'll look at our retention metrics with pride, understanding that your role is fundamental to the success of the team.

Key Deliverables:

New customer onboarding
First line customer support
Customer feedback log (new feature requests)
Customer balance reconciliations
Product testing
Invoicing and billing

Skills:

2 years accounting experience (familiar with one of Xero, Sage or Business Central)
Proficient with Microsoft Excel
Curious, insightdriven and customer centric
Strong written, verbal and communication skills
Presentation skills

We would love it if you had: