What are the responsibilities and job description for the Accounting / Accountant - Client & Customer Service position at Caselle, Inc.?
At Caselle, we believe great software starts with great service. We're a growing technology company of just over 200 employees based in Provo, Utah, helping local governments and organizations modernize their operations through intuitive, cloud-based solutions. As we continue to expand, we're looking for a Client Service Analyst who's passionate about helping people and thrives in a dynamic, fast-paced environment.
As a Client Service Analyst, you'll be on the front lines of our customer experience - assisting clients by phone, email, and chat to answer questions, troubleshoot issues, and make sure they get the most value out of our software. You'll work closely with our product, engineering, and implementation teams, acting as the bridge between customers and technology. Your goal is to turn every interaction into a positive experience and every problem into a solution.
You'll be the kind of person who enjoys learning new systems, figuring things out, and explaining complex ideas in simple, friendly ways. Whether it's helping a customer resolve a technical challenge, guiding them through new features, or documenting insights that improve our processes, you'll play an important role in shaping how our clients see us - as trusted partners who care about their success.
A few things that will help you succeed in this role:
If you're ready to build meaningful relationships, grow your technical expertise, and make an impact every day, we'd love to meet you.
As a Client Service Analyst, you'll be on the front lines of our customer experience - assisting clients by phone, email, and chat to answer questions, troubleshoot issues, and make sure they get the most value out of our software. You'll work closely with our product, engineering, and implementation teams, acting as the bridge between customers and technology. Your goal is to turn every interaction into a positive experience and every problem into a solution.
You'll be the kind of person who enjoys learning new systems, figuring things out, and explaining complex ideas in simple, friendly ways. Whether it's helping a customer resolve a technical challenge, guiding them through new features, or documenting insights that improve our processes, you'll play an important role in shaping how our clients see us - as trusted partners who care about their success.
A few things that will help you succeed in this role:
- Accounting or bookkeeping experience.
- Knowledge around financial statements, debits and credits, and full-cycle accounting principles.
- AP or AR knowledge.
- 1-3 years of experience in customer service, client support, or help desk roles, ideally in a SaaS or software environment.
- Excellent verbal and written communication skills - you're clear, empathetic, and professional.
- A knack for troubleshooting and problem-solving, paired with curiosity and patience.
- Comfort with technology and a genuine desire to help people succeed with it.
If you're ready to build meaningful relationships, grow your technical expertise, and make an impact every day, we'd love to meet you.