Technical Support Representative

Job Title

Infinit-O is the trusted customer-centric and sustainable leader in Business Process Optimization for Small and Medium businesses in the Financial Services, Healthcare, and Technology sectors by delivering continuous improvement through technology, data, and people.

Job Description

This is a remote position.

Ability to respond to incoming requests related to account balances and invoices, cancellation of software and services, and account ownership.

Resolve basic billing discrepancies

Explain financial statements, billing requirements, and contractual obligations clearly and accurately.

Maintain good customer relations and work effectively with clients to accomplish their practice goals.

Identify and document needs, problems, and solutions for your clients.

Collaborate with other team members, and cross-teams to proactively reach out to at-risk clients to solve concerns before they develop into problems.

Independently manage research and employ problem-solving techniques to find solutions to client needs.

Manage an efficient and productive phone and email flow (inbound and outbound)

Requirements

Excellent people skills the ability to engage others, explain difficult concepts, negotiate, and keep engagement and confidence levels high.

Superb communication skills in all forms, bilingual English / Spanish a plus,

Ability to maintain control over conversations and speak with clarity and confidence

Ability to identify and assess customers' needs to achieve a high level of customer satisfaction

Comfort with basic computer applications, browser, email, etc

Experience with Microsoft Office products and tools

Ability to adapt to change while maintaining priorities

Nice-to-haves :

Previous experience in an accounting or account inquiry role

Experience with Salesforce CRM

Experience with Zuora software