Finance Customer Success Agent

Finance Customer Success Agent – Accounting Software Support

Are you a finance professional with a passion for customer service and problem-solving? This is a fantastic opportunity to join a growing software business as a
Finance Customer Success Agent
, supporting clients in getting the very best from their accounting platform.

The Role:

You\’ll be the first point of contact for clients, managing inbound queries via phone and email, diagnosing and resolving technical or process-related issues, and ensuring an excellent customer experience. You\’ll also work closely with internal teams to escalate more complex queries and help shape product improvements.

What We\’re Looking For:

• Minimum 3 years\’ experience in a finance role
  , with strong hands-on use of accounting software.
• Background in customer support or client-facing roles is highly desirable.
• Excellent communication, problem-solving and organisational skills.
• A proactive, collaborative approach with strong attention to detail.

Working Pattern:

This role is
ideally office-based full time
during training and onboarding. Once you\’re fully confident in the role, there is potential to move to a
hybrid arrangement
.

Why Apply?

• Be part of an ambitious, fast-growing SaaS company.
• Use your finance knowledge to make a real impact with clients.
• Ongoing training and career development opportunities.

If you enjoy combining your finance expertise with customer success and thrive in a client-focused role, we\’d love to hear from you.