Relevant 3rd-level degree or equivalent qualification.
2 to 3 years of relevant work experience in customer onboarding & support in a SaaS company helping customers achieve full business potential through technology.
Ability to work independently as a self-starter, manage time, and prioritize activities while performing effectively under pressure.
Proven track record in delivering success leading customer-facing presentations and engagements with strong communication and presentation skills.
Able to apply customer success concepts, practices, and procedures to help drive customer success.
Resolve customer service issues and strategically manage sophisticated customer service problems.
Ability to communicate technical concepts clearly and effectively.
Knows how/when to escalate customer issues as required.
Knowledge of Accounting practices.
Excellent written and verbal communication skills.
Comfortable interacting with other groups and management.
Experience working in customer onboarding and technical support
Previous hands-on experience with cloud applications, such as CRMs and related technologies
Familiarity with customer support software and management practices (BriteBiz uses Intercom)
Previous experience working with accounting platforms such as Quickbooks, Xero, etc.
Consultative and customer-focused approach and engagement style
Ability to prioritize, multi-task, and perform effectively under pressure
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