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Full-Time

Business Support Administrator

Maternity cover

Posted on 7/5/2024

Caseware

Caseware

501-1,000 employees

Provides software for audit and practice management

Data & Analytics
Robotics & Automation
Consulting
Government & Public Sector
Fintech
Financial Services

Mid

Maidstone, UK

Category
Customer Success Management
Sales & Account Management
Required Skills
Sales
Communications
Salesforce
Customer Service
Requirements
  • 3 Years+ experience in administering Salesforce for organizations with operations across multiple geographies.
  • Knowledge of financial/accounting data, reporting and processes.
  • Efficient administration skills and good attention to detail
  • Ability to use own initiative with a can-do attitude
Responsibilities
  • Answering incoming calls and dealing with customer and business enquiries.
  • Accurate maintenance of the current CRM database Salesforce.
  • Supporting the Sales Team in the resolution of any queries or issues arising through Salesforce.
  • Monitoring the shared Business Support inbox in Outlook & Gmail.
  • Maintaining licenses in the Partner Portal (customer cloud-based admin system).
  • Ensuring the quality of customer service delivery as it relates to Business administration, in line with company policies and supporting the retention of revenue.
  • Collaborating with colleagues around the world to ensure processes are maintained and issues are resolved efficiently for customers.
  • Liaising with account managers to ensure all administration processes are understood and applied.
  • Assisting in the development, production, and accuracy of reports from Salesforce to ensure the efficient running of the business.
  • Strong verbal and written communication skills to audiences on diverse spectrums of system & tools knowledge.

Caseware provides software solutions focused on audit, assurance, and practice management, primarily for the financial and accounting sectors. Its main product, Caseware Cloud, is a cloud-based platform that enables firms to securely store files, collaborate effectively, and manage operations efficiently. This platform organizes data, making it easily accessible and simplifying the audit process. Unlike many competitors, Caseware operates on a subscription model, ensuring clients receive continuous updates and support. The company's goal is to help clients gain deeper insights and operate more efficiently, ultimately driving success for both the clients and Caseware itself.

Company Stage

Private

Total Funding

N/A

Headquarters

Toronto, Canada

Founded

1988

Growth & Insights
Headcount

6 month growth

10%

1 year growth

10%

2 year growth

10%
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Simplify's Take

What believers are saying

  • The launch of Caseware AiDA and Caseware Financials demonstrates the company's commitment to innovation and staying ahead of industry trends.
  • Caseware's global presence and recent acquisitions, such as Caseware Australia & New Zealand, expand its market reach and client base.
  • The company's subscription-based model ensures a steady revenue stream, allowing for continuous updates and customer support.

What critics are saying

  • The rapid pace of technological change in the financial sector requires constant innovation to stay competitive.
  • Integrating new acquisitions and technologies can pose challenges in maintaining a cohesive product offering.

What makes Caseware unique

  • Caseware's focus on cloud-based solutions for audit, assurance, and practice management sets it apart from traditional software providers in the financial sector.
  • The introduction of AI-powered tools like Caseware AiDA enhances efficiency and compliance, providing a competitive edge in the market.
  • Caseware's extensive documentation and educational resources help clients maximize the value of their products, fostering long-term customer loyalty.
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