Technical Finance Support Agent
Considering applying for this job Do not delay, scroll down and make your application as soon as possible to avoid missing out.
Location: Hybrid – must be able to travel to our Poole office at least twice a week
Employment Type: Full-time
Salary: Competitive + Equity + Benefits
Awards: The Times Top Place to Work – 3 Years Running
We’re looking for a Technical Customer Support Specialist with a strong finance or accounting background to join our growing team. You’ll play a key role in supporting UK businesses as they use our accounting software – helping them solve problems, get set up, and get the most out of the platform.
This is a fantastic opportunity for someone who enjoys working with people, has hands-on experience with accounting or finance systems, and wants to grow their career in a fast-paced, innovative tech company.
What you’ll be doing:
* Be the first point of contact for customer queries (phone and email)
* Troubleshoot and resolve issues with accounting software (technical and functional)
* Guide customers through system setup and day-to-day usage
* Log and manage support tickets, escalating when needed
* Work closely with our product and implementation teams to resolve complex cases
* Support customers during onboarding and live implementations
* Contribute to user guides, FAQs, and process documentation
* Spot opportunities to improve our product and share insights with the team
What we’re looking for:
* Previous customer support or client-facing experience
* A background in accounting, bookkeeping, or finance administration (e.g. experience as an accounts assistant, finance officer, bookkeeper, or similar)
* Hands-on experience using accounting software
* Excellent written and verbal communication skills
* Ability to manage multiple queries and work independently
* Problem-solving mindset with strong attention to detail
* Comfortable with MS Office (especially Excel) and ticketing/CRM tools
If you enjoy helping people, understand the world of accounting, and want to be part of an award-winning tech company, we’d love to hear from you.