Customer Support Associate
Core
Resolve customer queries regarding invoice processing, payment reconciliation, and ERP connectivity for financial SaaS solutions.
Role type
Customer Support Associate (Financial Technology)
Builds
Payment automation and ERP software solutions for businesses
Domain
Financial Technology / Payments
Deliverable
client delivery
Required skills
ERP systems (NetSuite, SAP, QuickBooks, Xero), ticketing & CRM systems (Zendesk, Salesforce, Freshdesk), SQL, financial transaction troubleshooting
Preferred skills
API integration knowledge, process improvement, user training
Responsibilities
Respond to and resolve customer queries related to invoice processing and payment reconciliation; Troubleshoot technical and transactional issues; Maintain accurate records of customer interactions; Assist customers with API integrations and compliance requirements; Proactively identify service improvement opportunities; Provide user training and documentation
Seniority
Junior to Mid-level (1-3 years experience)
