Client Support Specialist – Fund Accounting

Job not on LinkedIn

🔥 6 minutes ago

🇺🇸 United States – Remote

⏰ Full Time

🟢 Junior

💝 Customer Support

🚫👨‍🎓 No degree required

👻 Ghost score 10%

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Logo of Foundant Technologies

Foundant Technologies

51 - 200 employees

🤝 Non-profit

💊 Pharmaceuticals

Non-profit • Pharmaceuticals

Foundant Technologies is a company dedicated to maximizing the impact of the philanthropic community through specialized software solutions. Their offerings include grant management software tailored for nonprofits, foundations, and community foundations. Foundant focuses on providing user-aligned cloud technology and exceptional service to help funders and grantseekers streamline their operations and dedicate more time to their missions.

📋 Description

• Address clients’ software questions via phone calls, chats, and emails, prioritizing Service Learning Agreement (SLA) breaches • Answer and solve client questions • Collaborate with internal team members to find software solutions • Escalate software issues when they arise • Develop and maintain a high degree of Foundant product knowledge • Ensure smooth client handoffs between team members and external teams • Maintain proactive, solution-oriented problem identification and resolution • Strategize and problem solve with team members to optimize client experience • Enable cross-team communication with leadership and other team members • Provide internal and external training on selected Foundant software products and their features/functions • Contribute to continuous process improvement within and between Client Support areas • Ensure consistent support availability during all support hours • Assist with client-related projects • Perform other duties as assigned

🎯 Requirements

• At least one year in client and/or customer service in an IT services company and/or related industry • Familiarity with Customer Relationship Management (CRM) software • Prior experience in finance or accounting, or demonstrated proficiency with accounting software • Exceptional client satisfaction driven approach • Keen attention to detail for accuracy and time-sensitive delivery • Excellent verbal and written communication skills • Excellent time management skills to handle multiple, concurrent tasks and deadlines • Ability to learn new software quickly • Experience with embracing change in a high-growth environment • Preferred: Previous work experience within Client Support at Foundant Technologies • Preferred: Bachelor’s degree in related field • Preferred: Experience with Zendesk

🏖️ Benefits

• Competitive salary and benefits • Tuition reimbursements • Lifestyle reimbursements • Bespoke mindfulness and fitness initiatives • Flexible PTO policy • Professional and personal development opportunities • Structured professional growth opportunities • Internal mobility and opportunities to explore new roles and leadership opportunities • Autonomy and responsibility • Employee recognition • Accommodations throughout the interview and employment process

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