Actionstep is a pioneer in the development and sale of software-as-a-service (SaaS) products, specializing in the delivery of Legal Practice Management and Accounting software. We are a fast growing, dynamic business with a global customer base and team. With team members in the United Kingdom, United States, New Zealand and Australia, we are dedicated to helping thousands of lawyers worldwide run highly successful legal practices. We’re looking for a Customer Support Analyst to join our fast‑growing support team. Reporting to the Customer Support Team Leader, you will be charged with providing exceptional customer service as the first contact point for our users, on the CRM platform we build, run and support in‑house. To be successful in this role, you will have minimum 3 years of demonstrable experience working in a Help Desk / Customer Service role. Your customer centricity is central to how you excel in the work you do, and supporting and resolving customers brings you as much satisfaction as it does to the users you support. Reporting to the Customer Support Team Leader, the Customer Support Analyst will manage a daily workflow of managing new and open tickets, running screenshares with users to determine next steps on resolutions, and working across the Customer and Support teams to document and share product knowledge. Respond to inbound live chats and emails within an acceptable timeframe and with a response that is informative, helpful, and genuine. Investigate and resolve inbound tickets through the use of outbound phone calls, screen sharing session, live chats or emails back to the original reporter. Resolve enquiries efficiently while addressing the core problem to solve for the customer.



Balance the needs of the business and the customer to prioritise enquiries appropriately. Set realistic and correct expectations with the customer and stakeholders. Flexible and adaptable to the changing needs of our business and customers. Provide consistent and regular updates to our users on any active issues they’re experiencing and help to represent the urgency of the user to internal teams. Meet all SLAs and goal targets set out by your leader, to deliver an exceptional customer service experience, focused around: Customer Satisfaction First Response Rate Responsiveness to customer enquiries Collaboration with other team members (inside support and other business units) Minimum 3 years of customer‑facing experience, in a customer support/service or help desk role, ideally supporting a SaaS technology platform. Diploma, certificate, or coursework in accounting or bookkeeping, or at least 1 year of hands‑on bookkeeping or accounting experience Previous experience working at Level 1 and Level 2 in a multi‑leveled support team that is geographically distributed. Ability to operate and succeed in an agile environment, working cross‑functionally, to successfully deliver effective outcomes for our customers. Experience working with legal software in prior roles. Understanding of accounts payable/receivable, bank reconciliations, and month‑end close. A diploma or certification in accounting is an asset. Medical, dental, vision offerings Versatile working and PTO Frequent team‑building events Fantastic training and development opportunities Actionstep welcomes and encourages applications from people with disabilities. Accommodations are available on request for any part of the recruitment process, please email hr@actionstep.

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