Customer Support

2 days ago


québec, Canada SmartHire Human Capital Solutions Full time

About Checkflo:Checkflo delivers end-to-end payment solutions from FBO account management and compliance services to secure check processing and document fulfillment for financial institutions, payment platforms, Fortune 500 companies, and regulated industries.We’re looking for a Customer Support & Account Coordinator to join our growing team. This role combines client communication, data entry, and account management. You’ll be the first point of contact for customers, ensuring they receive timely assistance, clear instructions, and a smooth onboarding experience.You’ll work closely with our sales and operations teams to set up new accounts, input and verify data, and troubleshoot customer inquiries related to Checkflo’s platform.ResponsibilitiesRespond to customer inquiries via email and chat in a timely, professional, and friendly mannerAssist with onboarding new customers by setting up Checkflo accounts and verifying informationEnter and maintain client data accurately in our systemCommunicate clearly with customers about next steps, required documents, and troubleshooting processesCollaborate with internal teams (Sales, Printing/Shipping, Development) to resolve client issues efficientlyPrepare or update customer account documentation as neededMonitor client activity and follow up to ensure successful account activation and satisfactionIdentify recurring support issues and share feedback for process improvementsQualificationsStrong written and verbal communication skillsHigh attention to detail and accuracy with data entryTech-savvy and comfortable learning new software platformsOrganized, dependable, and able to multitask effectivelyPrior experience in customer support, data entry, or account coordination is preferredFamiliarity with payment systems, financial software, or SaaS products is a plus



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