Canopytax
Customer Support Specialist - Tier 1
Draper, UT. Posted 15 days ago
The role
You will provide service and support to software users via email, in-app chat, and phone. You will resolve customer issues, troubleshoot remotely, and explain software navigation.
What you will do
- Anticipate and resolve customer issues in a professional and timely manner
- Provide superior customer service and remote troubleshooting assistance
- Take ownership of customer issues and advocate for their needs
- Develop sound understanding of Canopy’s current and upcoming features
- Identify opportunities to answer questions before they are asked
- Explain step-by-step instructions and assist users in navigation through software
- Drive value to customers by informing them of new resources and products
- Maintain a positive and patient attitude with all customers
- Coordinate within the organization for technical and account level issues
- Help improve and perfect processes across the support organization
Required qualifications
- Self-starter with desire to take ownership
- Tech-savvy with ability to learn software and new tools quickly
- Organizational skills, creativity, and a solution-oriented focus
- Willingness to learn about tax resolution industry and IRS forms
- Excellent written and verbal communication skills in English
- Ability to pivot with a growing company and accept new challenges
- Type at 50 wpm or faster
- Excitement about implementing and utilizing AI in day to day work flows
- Ability to sit or stand at a desk for extended periods of time
- Ability to operate a computer throughout the day
- Ability to communicate clearly and professionally in writing and verbally
- Ability to use sales tools such as Salesforce, Intercom, Google Suite, Slack
Nice to have
- Experience in support ticketing systems
- Previous customer service and support experience
- 2-3 years experience in a call center environment
- Experience in the accounting & tax software space
Benefits
- Flexible Paid Time Off
- 10 company holidays
- Medical, Dental, and Vision
- HSA Match
- 401(k) with 100% match up to 3%
- Immediate eligibility with 100% vesting for 401(k)
- Access to Impact Suite & Employee Assistance Program (EAP)
- Paid New Parent Leave & Birthing Parent Leave
- 100% company paid Basic Life & AD&D insurance
- Long & short-term disability coverage
- Nectar peer-to-peer recognition program
- Company Events including monthly meetings and summer parties
About the company
Canopy is a fast-growing SaaS company in Draper, Utah building simple, efficient software for accounting firms. They aim to revolutionize the accounting space with modern, user-friendly software.