Customer Experience Specialist - Melio
Core
Deliver world-class support and guidance to small business owners, bookkeepers, and accountants using Xero and Melio to resolve queries and manage accounts payable.
Role type
Customer Experience Specialist (Support)
Builds
Support experiences for US-based Melio customers (via careerplan.io/jobs/c2ce73fe-a7f2-440d-be8f-ec6c86df8682-customer-experience-specialist-melio-at-xero)
Domain
Fintech / Small Business Accounting
Deliverable
client delivery
Required skills
Multi-channel communication, problem-solving, case management systems, accounts payable workflows, technical troubleshooting
Preferred skills
Small business accounting platforms, CRM software, relationship building
Responsibilities
Provide fast, high-quality support across phone, email, and live chat; Navigate case management systems to capture details; Assist customers with accounts payable workflows and platform navigation; Escalate complex technical issues
Seniority
Individual Contributor