Customer Service Advocate - Accounting Specialist (Remote) at Daxko

| Birmingham, AL +3 more | Remote
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Company Description

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. 

Job Description

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

Additional Information

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.

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Technology we use

  • Engineering
  • Product
  • Sales & Marketing
    • C#Languages
    • JavaLanguages
    • JavascriptLanguages
    • PHPLanguages
    • SqlLanguages
    • Google AnalyticsAnalytics
    • PendoAnalytics
    • BalsamiqDesign
    • FigmaDesign
    • InVisionDesign
    • MiroDesign
    • SketchDesign
    • Whimsical Design
    • ConfluenceManagement
    • JIRAManagement
    • Monday.comManagement
    • TrelloManagement
    • WixCMS
    • Webflow CMS
    • DocuSignCRM
    • HubSpotCRM
    • SalesforceCRM
    • Optimizely CRM
    • Salesloft Email
    • HubspotEmail

An Insider's view of Daxko

How does your team reward individual success?

The team I am part of does bi-weekly retrospectives. We intentionally set aside time to recognize and document Kudos for our teammates. The company has many peer-nominated yearly awards
and spot bonuses for going above and beyond.


Senior Project Manager

What does your typical day look like?

My day, as Director of Engineering, consists of reviewing overnight stability reports, collaborating on solving complex technical problems, and brainstorming upcoming features. I strive to ensure the engineering teams have the tools needed for success by maintaining an environment where each individual feels empowered to make a substantial impact.


Director of Engineering, SMB

How has your career grown since starting at the company?

In 2017, I started in Customer Support. Within three years, I now spearhead long-term payment strategy and oversee payment operations as the Director of SMB Payments. My path within Daxko is evidence that there is no shortage of growth opportunities if you keep “chopping wood,” as I say, and embrace challenges ahead of you.


Director of SMB Payments

What are Daxko Perks + Benefits

Daxko Benefits Overview

Daxko is dedicated to pursuing and hiring a diverse workforce. We are committed to diversity in the broadest sense, including thought and perspective, age, ability, nationality, ethnicity, orientation, and gender. The skills, perspectives, ideas, and experiences of all of our team members contribute to the vitality and success of our purpose and values.

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, dental, and vision insurance options
Monthly fitness reimbursement
401(k) matching
New-Parent Paid Leave
1-month paid sabbatical every 5 years
Casual work environments

Volunteer in local community
Friends outside of work
Eat lunch together
Intracompany committees
Daily sync
Open door policy
Group brainstorming sessions
Open office floor plan
Unconscious bias training
Diversity Employee Resource Groups
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Retirement & Stock Options Benefits
401(K) Matching
Performance Bonus
Child Care & Parental Leave Benefits
Generous Parental Leave
Remote Work Program
Family Medical Leave
Vacation & Time Off Benefits
Generous PTO
Paid Volunteer Time
Paid Holidays
Perks & Discounts
Casual Dress
Company Outings
Stocked Kitchen
Fitness Subsidies
Professional Development Benefits
Job Training & Conferences
Diversity Program
Promote from within
Online course subscriptions available

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