Technical Services
Confirmed live in the last 24 hours
Experience Level
Desired Skills
Customer Service
Power BI
  • 1-3 years of experience in a customer success or technical support role
  • Proficiency with key tools for the job: spreadsheets (Excel, Google Sheets), Remote desktop applications (VNC, TeamViewer, Microsoft Remote Desktop), BI Tools (Data Studio, Power BI)
  • Strong attention to detail and task management skills, even when moving quickly to respond to an urgent issue
  • Ability to work collaboratively and know when to escalate an issue and involve other team members to solve a time-sensitive customer issue
  • Curious nature with a desire to learn new skills & master new tools
  • Passion for providing great customer service and doing what's right for the customer
  • Excellent written and verbal communication skills with experience in creating highly detailed and organized documents to support customer success
  • Ability to work autonomously and identify solutions to new problems without help from others
  • Self-motivated and able to perform well under pressure and against bold goals and deadlines
  • Provide a white-glove support experience for our customers remotely with the potential for some in-person meetings
  • Maintain our support operations for our customers by resolving Tier I & Tier II technical issues using clear communication
  • Gather multiple data sources to troubleshoot complex integrated issues using Excel/Sheets, application logging, code reading and other available resources
  • Provide technical advice and support to ensure reliable connections between Wholesail and a customer's accounting systems (e.g. QuickBook, NetSuite, Sage 50)
  • Work collaboratively across different teams to create SOPs that guide our team to support new integrations and processes
  • Test and provide feedback on new development so that Wholesail releases software that works
  • Partner with our Customer Success team to drive post-sales engagement by supporting the technical aspects of customer needs
  • Work with our Product Team to identify opportunities for productization that benefit Wholesail and our customers
Desired Qualifications
  • Experience in Fintech or a related industry
  • Team member of an early stage startup
  • Experience with accounting software (QuickBooks, NetSuite, Sage 50)
  • Experience with providing technical support for integrated systems and applications
  • Passion for or experience with hospitality, restaurants, or food
  • Proficiency in SQL or another relational database management system language
  • College degree or certification in a technical field

11-50 employees

Wholesale payment & communication software
Company Overview
Wholesail's mission is to modernize how business-to-business trade is done through software that connects wholesalers and their buyers. The company has created a product that is an automated invoicing, payment and communication platform that integrates with the accounting systems of wholesale sellers to allow them to get paid faster and decrease losses.
Company Core Values
  • Agility
  • Flexibility
  • Transparency