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.

Customer Support Specialist - Tier 1 at Canopytax | JobZoey