Caseware is one of Canada’s original Fintech companies, having led the global audit and accounting software industry for over 30 years, with more than 500,000 users across 130 countries and available in 16 different languages. While you might not have heard of us (yet) over 36,000 accounting and audit professionals list Caseware as a skill on their LinkedIn profiles!
As a Business Support & Salesforce Administrator, you will provide administrative
support primarily to the Sales & Finance functions of the Business. The
importance of this role is to provide an additional resource to these teams in a
complementary manner as required by the needs of the business. This is a varied
and fast-paced role within the Business Support Team. We are particularly
looking for a candidate with strong Salesforce experience, especially in reporting.
You will be reporting to the Business Support Manager.
Please note - The contract is maternity cover!
What you will be doing:
- Answering incoming calls and dealing with customer and business enquiries.
- Accurate maintenance of the current CRM database Salesforce
- Support the Sales Team in the resolution any queries or issues arising through Salesforce, via our Salesforce Issue Ticketing System
- Monitoring of the shared Business Support inbox in Outlook & Gmail
- Maintaining licences in the Partner Portal (customer cloud-based admin system)
- Ensuring the quality of customer service delivery as it relates to the
- Business administration, in line with company policies and supporting the retention of revenue.
- Collaborating with our colleagues around the world to ensure processes are maintained and issues are resolved efficiently for our customers
- Liaising with account managers to ensure all administration processes are understood and applied.
- Assisting in the development, production and accuracy of reports from
- Saleforce to ensure the efficient running of the business
- Strong verbal and written communication skills to audiences on diverse spectrums of system & tools knowledge.
What you will bring:
- Ability to use own initiative with a can-do attitude
- 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
- The ability to build customer/internal team relationships
- Тhe ability to learn quickly due to changes within the role, i.e.: System Changes
- The ability to manage and prioritize customer queries
- To be willing to listen to and support colleagues – a good team player
About Caseware
Caseware’s cutting-edge software products are meticulously designed for accounting firms, corporations, and governments. Our teams are continually collaborating, innovating, and building upon our existing suite of products. With a customer-focused mindset, we are building technology that is shaping what the future of audits, financial reporting, and financial data analytics will look like.
With a recent strategic investment from Hg Capital in 2020, Caseware is now in its next major growth phase as we double down on the people and products that have made Caseware so successful to date.
One of Caseware’s core values is Many Voices, One Team and with that in mind, we’re dedicated to building teams as diverse as our customers in an equitable and inclusive way. We welcome and encourage candidates of all backgrounds to apply. Should you require accommodations or have any questions at any point during the application or interview process, please e-mail our People Operations team at [email protected].
Any candidates successful in obtaining an offer for a position will need to successfully complete a background check through Certn.co which typically includes an Identity Verification and Criminal Record Check. Executives and Senior Managers will undergo a Soft Credit Check as well.
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