Customer Support Specialist

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San Antonio, TX
50K-60K Annually
1-3 Years Experience
Fintech
The Role

Welcome to Centage, we're happy you're applying! We think the most important thing about Centage, about working anywhere, in fact, is the people and how they interact.

At Centage we foster an environment of caring, helpful, considerate, and empathic people. We think that's the best environment to foster excellence and it is one of the things we care most about in our hiring process. If you are empathic and able to talk with humility and encourage others to thrive, we want to hear from you!

We don't want brilliance without empathy. We don't want creators who don't share. We don't want rock stars that don't contribute to the community.

What it's like to be a Customer Support Specialist

As a Customer Support Specialist working within the Customer Support Team, you will play a valuable role in growing our Support team and providing a best-in-class customer experience. We are looking for an energetic individual who is a fast learner and comfortable working both independently as well as part of a team.

The ideal candidate is interested in helping our clients succeed with technology, and has advanced Excel expertise. Having a degree in Corporate Finance / Accounting / FP&A experience will be highly valued but not required.

What does the day-to-day look like

  • Actioning inbound client requests via our ticket portal and email
  • Assisting a dedicated portfolio of customers with product usage
  • Becoming a product expert by providing timely and helpful support to our clients; including financial data review and analysis
  • Working closely with the Customer Success and Product Development teams to triage and process requests
  • Drafting articles and how-to videos for our Knowledge Base and Help Center

Why you might like it

Tough problems are fun to you. Solving complex problems and looking back on ways to simplify the process makes you tick. You thrive in a fast-paced role where no two days are alike and the challenge to learn something new is interesting to you. Even if you have never seen an FP&A tool, you already want to get in there, understand it, and know everything about it.

Why we might like you

You have a passion for the customer and always ensure they are taken care of and happy. You understand the importance of a great support function and want to be part of the team that is critical to the company's success.

Requirements

  • Comfortable with technology, data review, analysis, and manipulation; advanced Excel and report-building skills
  • Attention to detail/organized - Process-driven and can track and maintain a high volume of customer requests
  • Time Management - Skilled at calendar management and follow-thru
  • Strong written and verbal communication skills - Striving to go above and beyond to fulfill client requests
  • Ability to thrive in fast-paced environments and be self-motivated
  • Zendesk experience preferred
  • Advanced in Microsoft Excel, Python, and SQL knowledge a plus
  • Industry finance and accounting experience ideal; Fintech SaaS experience a plus
  • Software industry experience is a plus

Benefits

  • $1,000 education budget
  • The chance to work with innovative and progressive technology
  • Company-paid health, dental, and vision insurance
  • Start-up environment with a proven playbook
  • Medical and dependent care flexible spending accounts
  • Company Short Term Disability coverage
  • Company-paid Life and AD&D coverage with the option to purchase additional coverage
  • Open PTO policy
  • 9 paid public holidays each year
  • 401(k) matching plan

Base salary range from $50k - $60k

The Company
HQ: Framingham, MA
83 Employees
On-site Workplace
Year Founded: 2001

What We Do

Centage’s Planning Maestro is a cloud-based financial software solution that empowers business leaders to make timely, data-driven decisions by providing them with actionable financial intelligence about the current and projected future health of the business.

As companies of all sizes embrace digital transformation to drive efficiency, reduce costs and boost performance, a new breed of change agents – CFOs, controllers and FP&A experts – are evolving beyond their traditional finance roles. We call them ‘Maestros’; strategic advisors directing their organization’s future growth. They understand that success means breaking from traditional planning tools, and Planning Maestro was developed with their precise needs in mind. The platform delivers a competitive advantage through the ability to easily budget, forecast, analyze and share critical financial information.

Driver-based financial models have never been easier to build and change, and they integrate with any GL for a single source of truth. Automated forecasts predict likely balance sheet and cash flow performance, while infinite what-if scenarios help test the impact of strategic decisions. And because planning shouldn’t happen in silos, the platform offers functionality tailored to different contributors across the organization.

Powerful analytics put actionable reports and dashboards at every stakeholder’s fingertips, promoting collaboration and enabling fast answers to important questions.

When you know what lies ahead, you can prepare for it. By automating core tasks and providing a line-of-sight into your organization’s future financial health, you orchestrate a new era of agile decision making, so you can react quickly to market changes, take intelligent risks, and capitalize on new opportunities.

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