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, Recent 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. 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. This role will primarily support business hours across the Pacific and Mountain time zones. Respond to inbound live chats and emails within an acceptable timeframe and with a response that is informative, helpful, and genuine. Manage a queue of tickets with competing priorities, to ensure those of most importance are addressed first and receive the right level of support, dependent on the nature of the query raised. 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. whether that be internally within the Support team, externally to a third-party, or across to our development teams. 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 Responsiveness to customer enquiries Efficiency when managing multiple priorities 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. Excellent oral, written, presentation and communication skills, for use with both internal and external stakeholders and all levels of management. Ability to operate and succeed in an agile environment, working cross-functionally, to successfully deliver effective outcomes for our customers. Available during Pacific and Mountain time zone business hours. 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 Flexible 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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