busquedasIT
BUSINESS ANALYST (FINANCE - ACCOUNTING)
OPEN

Confidential REF: #1661


Our product specializes in Project Management, Consulting, Coaching, and Training. Our mission is to educate and equip Leaders with the tools to successfully manage projects. Through our consulting and training offerings, we educate clients on the tools to build effective and scalable processes to improve project success and reduce project failure.

We are a fast-growing software company serving the accounting industry in North America. Our product helps CPA firms streamline project workflows, billing, and time management. We are looking for a Product Support Specialist with a background in accounting or finance to provide expert-level support to our clients. In this role, you will leverage your accounting experience to help users navigate our platform and resolve issues, ensuring that they fully utilize the software's capabilities.

Key Responsibilities

  • Provide high-quality support to CPA firms, focusing on features like project management, billing, invoicing, and workflow tracking.
  • Resolve client inquiries via phone, email, and live chat, ensuring timely and accurate responses.
  • Assist in onboarding new users and training them on core software features, helping them navigate tools like time tracking and invoicing.
  • Work closely with the product development team to communicate feature requests, bug reports, and improvement ideas based on user feedback.
  • Create and update user guides, FAQs, and training videos to help clients maximize their use of the software.
  • Participate in product testing for new features and provide feedback to ensure the software meets the evolving needs of accounting firms.
  • Track and analyze customer feedback, helping improve customer satisfaction and product development.

  • Experience as an accountant or CPA, or a strong background in accounting/finance.
  • Strong understanding of accounting processes, particularly in project management, time tracking, billing, and invoicing.
  • Excellent communication skills with the ability to explain software features in a clear, user-friendly manner.
  • A problem-solving mindset, capable of managing multiple tasks in a dynamic environment.
  • Familiarity with practice management software or accounting systems is a plus (e.g., CCH Axcess, Practice Engine).
  • Experience with customer support tools and documentation creation is a plus.
  • Ability to work both independently and within a team.
  • Strong written and verbal communication in English and Spanish

  • An opportunity to join an innovative software company at the forefront of practice management for CPA firms.
  • Flexible remote/hybrid working arrangements.
  • Professional development and growth opportunities.
  • Competitive salary and benefits.

APPLY
Application Form



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