Customer Success Specialist

Customer Support Specialist

At Xendoo, Inc., we believe small business owners deserve the same financial clarity and expertise that big corporations take for granted. Since 2016, we've been on a mission to fuel the ambitions of entrepreneurs across the country handling the bookkeeping, accounting, financial reporting, and taxes that keep businesses moving, so owners can focus on what they do best. As a VC-backed, tech-forward company, we've built proprietary technology that sits at the core of everything we do, and as a preferred partner of QuickBooks Online and Xero, our clients benefit from seamlessly integrated, best-in-class tools. With our recent acquisition of an AI platform purpose-built for CPAs, we're not just keeping pace with the future of accounting we're leading it. We serve the builders: franchise owners, ecommerce founders, tradespeople, medical practices, tech startups, and hospitality operators. And we don't just manage their numbers we help them understand them, giving owners the knowledge they need to make their next big move. Our team runs on five values that aren't just words on a wall: Care Deeply, Be Curious, Think Critically, Own It, and Be Relentless. They shape every decision we make and every relationship we build. The goal? To champion the success of 50,000 small business owners by 2030. We're growing fast, and we're just getting started.

About the Role

We're looking for a Customer Support Specialist to join our team supporting small businesses. In this role, you'll be the friendly, knowledgeable voice our customers turn to as they get up and running on our platform and keep their accounts healthy over time. You'll wear a few hats support, onboarding, and light collections so we're looking for someone who's organized, comfortable with numbers, and genuinely enjoys helping small business owners succeed. Key Responsibilities

• Provide day-to-day customer support to small business clients via phone, video conference, email, and/or chat
• Guide new customers through onboarding, helping them set up and understand all of our systems and tools
• Troubleshoot account and platform issues, escalating when needed
• Conduct occasional collections calls on past-due accounts (low volume) with professionalism and empathy
• Track and follow up on open customer issues to ensure timely resolution
• Identify patterns in customer questions or pain points and share feedback with the team
• Maintain accurate records of customer interactions in our CRM/support tools

You're a STRONG fit if you're...

• Comfortable with numbers you're not intimidated by account balances, statements, or basic financial concepts
• A self-starter who takes initiative and doesn't wait to be told what to do next
• Strong multitasking skills; you can juggle multiple customer conversations and priorities without dropping the ball
• Tech-savvy you pick up new software and tools quickly and are comfortable working across multiple systems at once
• Excellent verbal and written communication skills
• A calm, professional approach to sensitive conversations (like collections calls)
• Prior customer support, collections, or fintech experience is a plus, but not required

If you're the kind of person who reads a job post and already has three ideas we want to hear from you.

Here at Xendoo, we enjoy a Monday through Friday workweek (even during tax season) so you can enjoy a healthy work/life balance. Additionally we offer:

• Medical, Dental, Vision and Life Insurance
• Generous PTO and Paid Holidays
• 401(k) with employer matching
• Casual dress code- jeans and t-shirts
• Complimentary lunch for the team every Friday
• Free Gym on location
• Fun and collaborative environment

Our location is friendly to the tri-county area close to I-95.

Come join Team Xendoo! We are excited to meet you!

Xendoo is committed to Equal Employment Opportunity regardless of race, color, national origin, gender, sexual orientation, age, religion, veteran status, disability, history of disability or perceived disability.