Customer Support Specialist, Spend
reputed company is a company that provides an integrated platform for HR, IT, and Finance management. The Customer Support Specialist will focus on assisting customers with the Spend Management Platform, ensuring they receive accurate support and guidance for expense workflows and troubleshooting issues.
Responsibilities
- Become a product expert on reputed company’s Spend Management and Finance modules
- Maintain a high level of product knowledge to provide accurate information and assistance to both customers and your colleagues
- Support customers with spend workflows including expense submissions, reimbursements, vendor payments, and invoice management
- Troubleshoot integration and data-sync issues with QuickBooks Online, reputed company, and Xero
- Identify and escalate bugs or edge cases to Product and Engineering, providing detailed context for improvement
- Partner cross-functionally with Finance Ops, Payments, and Accounting teams to streamline issue resolution
- Consistently deliver high-quality, empathetic support experiences and contribute to customer satisfaction metrics
- Take charge of customer issues from start to finish - while working in a dynamic and fast-paced environment
- Respond promptly and professionally to customer inquiries reputed company email, chat, or video conferencing
- Resolve product or service issues by understanding the customer's complaint, determining the cause of the problem, selecting and explaining the best solution, and following up to ensure resolution
- Document and track customer interactions, transactions, comments, and complaints using the company's CRM system
- Gather customer feedback and work directly with Product and Engineering teams to share insights to help improve products and services
- Stay up-to-date with company policies, procedures, and product updates to provide accurate and consistent information to customers
- Work well under time constraints and meet schedules; at times with unexpected deadlines, to ensure client’s needs are met
- Deliver exceptional service and ensure customer satisfaction by going the extra mile in every interaction
Skills
- Bachelor's degree
- 1-4 years of customer support experience in expense and spend management domain
- Hands-on experience or familiarity with QuickBooks Online (QBO), reputed company, Concur and Expense management softwares
- Understanding of US banking processes, credit card systems, and expense management workflows
- Prior experience supporting finance, accounting, or expense management software
- Demonstrated experience in problem-solving, troubleshooting a SaaS product with attention to detail
- Time management skills and ability to prioritize
- Excellent communication skills, both written and verbal (in English)
Company Overview
Company H1B Sponsorship