Customer Service Representative at Beyondsoft Consulting
San José, Provincia de San José, Costa Rica -
Full Time


Start Date

Immediate

Expiry Date

09 May, 25

Salary

0.0

Posted On

10 Feb, 25

Experience

2 year(s) or above

Remote Job

No

Telecommute

No

Sponsor Visa

No

Skills

Salesforce, Finance, Customer Service, It, Internet Savvy, Pto

Industry

Outsourcing/Offshoring

Description

WHO WE ARE:

Beyondsoft Consulting is a leading mid-sized business IT and consulting company that combines modern technologies and proven methodologies to tailor solutions that move your business forward.
Our global head office is based in Singapore, and our team is made up of a diversely talented team of experts who thrive on innovation and pushing the bounds of technology to solve our customers’ most pressing challenges.
When it comes time to deliver, we set our sights on that sweet spot where brilliance, emerging technologies, best practices, and accountability converge. We have a global presence spanning four continents (North America, South America, Europe, and Asia). Our global network of talent and customer-centric engagement model enables us to provide top-quality services on an unprecedented scale.

POSITION SUMMARY:

This role serves as the primary point of contact for finance-related customer inquiries, providing prompt and professional assistance to both small and large business clients. This role requires a strong understanding of financial processes, excellent communication skills, and the ability to navigate multiple support channels effectively.

MINIMUM QUALIFICATIONS:

  • Strong customer service and problem-solving skills.
  • Ability to multitask and prioritize
  • Internet savvy
  • Strong research skills
  • Excellent communication and typing skills, English B2+ and above
  • Ability to handle inquiries with professionalism and accuracy across multiple channels.
  • Occasional infrequent in-person activity may be required
  • Experience with Service Ticket/Case systems.
  • Experience with ERP systems.
  • Experience with Data Entry.
  • Established Customer Service experience.
  • Typing skills with the ability to type 50+ words per minute with high accuracy.
  • Regular and predictable attendance is a function of the job.
  • Diligently attend to details and pursue quality in accomplishing tasks.
  • Bachelor’s degree or equivalent work experience.

PREFERRED QUALIFICATIONS:

  • Proficiency in CRM tools such as Salesforce is a plus
  • Experience in finance, billing, or related fields preferred.
Responsibilities
  • Respond to customer inquiries related to finance, including:
  • Invoice questions
  • Tax exemption requests
  • Credit card charges
  • Internal coordination with Sales and Customer Success teams
  • Billing inquiries
  • Provide support through both email and phone calls to ensure timely and accurate resolutions within 24-48 hours.
  • Manage customer emails using Salesforce, where webform submissions automatically generate tickets in the platform.
  • Collaborate with internal departments to address complex financial issues and ensure a seamless customer experience.
  • Maintain detailed records of interactions and resolutions to support accurate reporting and continuous improvement.
  • Assist Customers with desired changes to their account.
  • Quality of work to include timeliness, completeness, and accuracy.
  • Other tasks as assigned.
    Qualifications:
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