Customer Service Advocate – Accounting Specialist

Daxko’s mission is to power health and wellness throughout the world. We provide solutions, services, and insights for the health and wellness industry to engage members, deliver delightful experiences, and improve the businesses we serve. 

Do you know what it takes to deliver a WOW customer experience? Are you passionate about Customer Service? Daxko’s Customer Service Team is looking for a WOW-provider to support its Operations and Accounting software. We need someone with personality and versatility that can take initiative, manage team projects, build rapport, and build lasting client relationships. Think you’re up to the task? 

The Customer Service Advocate – Accounting Specialist reports to the Customer Service Team Lead on our Nonprofit Daxko product.

What you’ll be responsible for…

• Talk the Talk.  Effectively communicate with staff at all levels in an organization and more specifically with CFOs, accountants, business managers, and auditors.
• Answer the S.O.S.  Answer product questions and clearly explain technical concepts to a non-technical audience. 
• Show them the way.  Help customers better utilize our software by providing best-practice consulting and on the spot product training.
• Fix problems.  Be prepared to investigate and diagnose system issues via research and testing.  
• Own it.  You’ll need to think for yourself, take initiative, and act innovatively to help our customers and Daxko succeed.
• Hit the bulls-eye.  You’ll have goals around call volume and quality.  Aim high…
• Share your stats.  We don’t need to know your shoe size, but we will need you to report on various performance metrics.
• Never stop learning.  Participate in team trainings and professional development opportunities in order to become an expert.

Required Skills/Abilities:

• Accounting knowledge is a must
• Self-starter mentality with the ability to take ownership of individual work
• Strong interpersonal and communication skills
• Strong computer and multi-tasking skills
• Create, build, and maintain relationships and rapport with clients
• Identify complex problems and information to develop and evaluate options and implement solutions
• Ability to work comfortably in a fast-paced, high-volume call center environment
• Ability to handle stressful situations or dissatisfied customers
• Train and teach others how to use product(s)
• Availability to work 8 hours each day, Monday through Friday with periodic on-call time

Required Education and Experience:

• Bachelor’s degree with an Accounting Major/Minor or related field OR two (2+) years of accounting experience

Preferred Education and Experience:

• Bachelor’s degree with an Accounting Major/Minor or related field
• 1+ years of relevant experience
  • Customer Service Experience
  • Technical, help-desk, or support experience
  • Experience using a CRM software, such as Salesforce

Our company, with a culture of collaboration, action, and entrepreneurship, has a well-deserved reputation of providing “career defining” opportunities for team members willing to pursue them.

With a high value placed on taking care of our customers and our team members, we have frequently been recognized locally and nationally as best workplaces.

We truly care for our team members, and this is reflected through our offices, benefits, and great perks. Some of our favorites include:

• Flexible paid time off 
• Affordable health insurance options
• 8 paid holidays + 1 floating holiday
• Monthly fitness reimbursement
• 401(k) matching
• Casual work environment
• Plenty of free food and caffeine

All your information will be kept confidential according to EEO guidelines.