Customer Relationship Specialist, Bench
Bookkeeping
$44.6-50.6k
Variable Pay and a Tax Season Bonus
Online bookkeeping for small businesses
Job no longer available
Online bookkeeping for small businesses
201-500 employees
Job no longer available
$44.6-50.6k
Variable Pay and a Tax Season Bonus
201-500 employees
Company mission
To help entrepreneurs and small businesses master their financial lives and focus on what they care about by taking care of their bookkeeping and taxes.
Role
Who you are
- Passion for Customer Support: We're not just in the business of bookkeeping; we're in the business of making our customers happy. When customers are having issues or need guidance, they come to us for help. We’re looking for applicants who are able to withstand the highs and lows of customer emotions. Not every interaction is positive and a Benchmates’ ability to empathize and stay confident is a major piece of how we deliver an amazing customer experience
- Excellent Communication Skills: You're not just a messenger; you're an ambassador. Strong written and verbal communication abilities are essential. We’re looking for candidates that can explain not just the “what” of things, but the “why” of them to our customers
- Empathy and Tact: When customers face challenges, you'll be there to help. Empathy, diplomacy, and tact are crucial as you guide business owners through their financial journey
- Poise Under Pressure: Financial matters can be stressful and so can joining an ever-changing business. You'll be the calming presence when customers face issues, ensuring they know they're in good hands. Candidates who are humble and care about the end result will have a major impact
- Ownership and Responsibility: We’re always dealing with the next problem and we love having creative thinkers who drive towards solutions. Do you push the limits of what’s possible? Are you always looking for ways to improve systems and processes?
What the job involves
- As a Customer Relationship Specialist, Bookkeeping at Bench, you'll be the bridge between our small business owners and our bookkeeping teams
- Your primary responsibilities will include building and nurturing strong customer relationships with your own portfolio of customers, collaborating with internal teams to deliver top-notch bookkeeping services, and showcasing your creative problem-solving skills
- Customer Relationship Building: Develop and maintain meaningful connections with your own portfolio of small businesses. Our customers trust us with their financial needs, and your role is to ensure their needs are met while providing them with peace of mind
- Collaborative Bookkeeping: Work closely with our internal teams to ensure that our customers’' financial records are accurate and up-to-date. Communication is key, and your ability to convey technical issues and bookkeeping concepts in an elegant and tactful way will shine here
- Creative Problem Solving: Every day presents new challenges. Your creative thinking and problem-solving abilities will be put to the test as you find innovative solutions to customer issues. A proven track record of developing processes out of uncertainty is a huge plus!
- Own the relationships and customer experiences of your own portfolio of customers. You’ll work up to being the advocate and primary point for small businesses that need support in compiling financial statements and understanding their bookkeeping
- Work with customers to keep their bookkeeping up to date, answer incoming questions, and proactively ensure a positive experience with Bench. Most communication will be done through our in-app messaging service, email, and over the phone
- Support our customers through solution-driven dialogue and problem-solving
- Utilize platforms like our Bench App, SalesForce, Tableau, Slack, and Confluence (our internal knowledge base) to complete daily tasks, prioritize your work, and provide your customers with financial insights and answers
- Contribute to designing and improving processes and materials
- Help identify opportunities for innovation and improvement
- Consistently collaborate and communicate with our internal teams to deliver customers with a world-class bookkeeping experience
Our take
Managing a business is a difficult task even before taking care of the complexities of the business's finances and taxes, leading to many people seeking advice from bookkeepers. However, this generally still requires a lot of financial data input from the client, often occurs offline, and can be completely unaffordable for small businesses.
Bench provides an online bookkeeping service for small businesses, offering one-on-one expert support from accountants and small business experts, in addition to other financial tools. The company focuses on facilitating seamless tax declaration for users, as well as providing general financial advice, all-in-one financial dashboards, and tools for financial statements & analytic reports.
Whilst bookkeeping services are nothing new, Bench has taken a unique approach by integrating with the likes of Shopify, Stripe, Freshbooks and Sage. This enables them to provide small businesses with a more centralized and tailored financial experience, one which has led to major funding and in 2022, a slate of key leadership hires.
Steph
Company Specialist at Welcome to the Jungle
Insights
5% employee growth in 12 months
Company
Funding (last 2 of 8 rounds)
Jun 2021
$60m
SERIES C
Jan 2018
$18m
SERIES B
Total funding: $110.7m
Company benefits
- Our HQ is in downtown Vancouver BC, where we offer hybrid and remote working opportunities.
- At Bench we share information freely and openly whenever possible
- We offer an extended benefits package that includes paid vacation, unlimited paid flex days, and full health, dental, and vision type benefits
- All Benchmates have access to Inkblot Therapy, our virtual counselling service to support mental wellbeing, and Bravely, our confidential, on-demand, 1:1 professional coaching service
- Bench has a number of Affinity Groups - groups of people who have shared identities and experiences! The purpose of these groups is to support underrepresented Benchmates and amplify their voices
Company HQ
Downtown Vancouver, Vancouver, BC
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