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- Tasks: Help clients solve problems and optimise their finance software experience.
- Company: Dynamic finance software company focused on client success.
- Benefits: Flexible shifts, competitive pay, and opportunities for professional growth.
- Why this job: Be the hero for clients, guiding them to success with finance systems.
- Qualifications: Experience in customer support and advanced Excel skills required.
- Other info: Join a supportive team and enhance your problem-solving skills.
The predicted salary is between 30000 - 40000 £ per year.
Are you passionate about helping clients, solving problems, and working with finance systems? We are looking for a Customer Support Agent who thrives on tackling challenges, providing top-notch support, and ensuring clients get the most from their software. If you have experience working with accounting or finance software and are an Excel expert, this could be the perfect role for you!
You’ll act as the first point of contact for clients, responding to queries, diagnosing issues, and delivering solutions efficiently. This is more than a support role - it’s about helping our clients optimise their processes, guiding them to success, and being an ambassador for the company.
What You’ll Do- Manage inbound support tickets via phone and email, triaging and prioritising efficiently
- Record and track tickets using our support software
- Diagnose, resolve, and escalate technical and functional issues where necessary
- Liaise with internal teams to ensure swift resolution of client queries
- Provide guidance to clients on optimising workflows and system usage
- Assist with software configurations and live implementations
- Contribute to process improvements and knowledge sharing within the team
- Maintain excellent relationships with customers, colleagues, and third-party partners
- Help create and maintain help documentation for end users
- Stay up to date with software updates and attend relevant training
- Be flexible with shifts, including occasional bank holidays
- Proven experience in a customer support or client-facing role
- Hands-on experience with accounting or finance software (e.g., Xero, Sage, QuickBooks, or similar)
- Advanced Excel skills - formulas, pivot tables, VLOOKUP, and data analysis
- Excellent verbal and written communication skills
- Self-motivated, organised, and able to prioritise effectively
- Strong analytical and problem-solving skills
- Ability to guide clients confidently and provide practical solutions
- Team player with strong interpersonal skills and collaborative attitude
- Flexible, adaptable, and professional under pressure
Customer Support Agent - Finance Software in Bournemouth employer: Hatched Recruitment Group
Contact Detail:
Hatched Recruitment Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Customer Support Agent - Finance Software in Bournemouth
✨Tip Number 1
Get to know the company inside out! Research their products, values, and culture. This way, when you chat with them, you can show off your knowledge and passion for what they do.
✨Tip Number 2
Practice your problem-solving skills! Think of common issues clients might face with finance software and how you'd tackle them. Being ready with solutions will impress them during interviews.
✨Tip Number 3
Network like a pro! Connect with current employees on LinkedIn or attend industry events. Building relationships can give you insider info and even a foot in the door.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who are proactive about joining our team!
We think you need these skills to ace Customer Support Agent - Finance Software in Bournemouth
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience with finance software and customer support. We want to see how you've tackled challenges in previous roles, so don’t hold back on those examples!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about helping clients and how your skills align with the role. We love seeing genuine enthusiasm for what we do.
Show Off Your Excel Skills: Since advanced Excel skills are a must, consider mentioning specific projects where you used formulas, pivot tables, or VLOOKUP. We want to know how you’ve used these tools to solve problems!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Hatched Recruitment Group
✨Know Your Software Inside Out
Make sure you’re familiar with the finance software mentioned in the job description, like Xero or QuickBooks. Brush up on your Excel skills too, as you'll likely be asked to demonstrate your knowledge of formulas and data analysis during the interview.
✨Prepare for Common Customer Scenarios
Think about common customer queries or issues that might arise in a finance support role. Prepare examples of how you’ve successfully resolved similar problems in the past. This will show your problem-solving skills and ability to handle client concerns effectively.
✨Showcase Your Communication Skills
Since this role involves a lot of client interaction, practice articulating your thoughts clearly and concisely. You might even want to do a mock interview with a friend to get comfortable explaining complex concepts in simple terms.
✨Demonstrate Your Team Spirit
Be ready to discuss how you work within a team and contribute to a positive work environment. Share examples of how you’ve collaborated with colleagues to improve processes or enhance customer satisfaction, as teamwork is key in this role.