Customer Success Specialist - Entry level

Job Description

Job Description

Basic Software Systems is seeking qualified candidates to implement new software with new and existing clients. Our packaged software includes Inventory Control, Point of Sale Invoicing, Full Accounting (A/R, A/P, General Ledger), Payroll, Service, and Rental applications. The Jr. Customer Success Specialist identifies customers' business needs, advises, and assists the customer in implementing solutions. This position will play an integral role of communicating internally with our team in relations to deadlines (customer success), as well as learning our software in depth enough to support when needed. This position also works concurrently with our administrative department, and will work as a liaison between the company and the customer.
REQUIREMENTS

• Highly trainable for an industry-specific business
• Customer service minded
• Effective communicator
• Professional phone etiquette a must
• Ability to juggle multiple priorities at once
• Must be able to work in a fast-paced environment
• Experienced with current computer technology
• MS Office experienced
• Desire to grow and advance
• Accounting knowledge valuable

• Personable

RESPONSIBILITIES

• Provide technical support and training to customers by researching and answering questions and troubleshooting problems.
• Conduct compliance checks to ensure dealers have adequate setup and resources to run applications appropriately.
• Maintain knowledge of Basic Software Systems software applications and all third-party applications that interrelate.
• Maintain knowledge of software applications used for documentation and communication within the company
• Maintain knowledge of technical requirements for applications
• Maintain accurate documentation of support cases
• Communicate with trainers all impending deadlines associated with implementation projects
• Maintain documentation for procedures and support cases
• Communicate customer errors and concerns.

• Implement software applications as applicable according to the needs of our customers

• Monitor, plan, and execute various tasks surrounding our new and existing customer implementation projects

• Train customers on how to use Basic Software business systems and interfaces.

• Phone/virtual training

• Ensure that training regimens are being followed on the dealer level while implementing

• Understand Administrative and Customer Relations teams functions and protocols

• Quality representation of the company

• Act as backup to the Administrative Specialist for daily duties such as answering phones, emails, mail and shipment receiving/processing

• Obtain and manage sensitive client information with confidentiality and accuracy

Expected hours: 40 per week

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Shift:

• 8 hour shift
• Day shift

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