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Job Description
- : -
- ❖ Handle inbound queries from clients across multiple channels — email, chat, and phone.
- ❖ Troubleshoot and resolve issues related to expense workflows, policy configurations, travel booking integrations, and reimbursement processes.
- ❖ Coordinate with internal product and technical teams to escalate and follow through on complex issues.
- ❖ Ensure resolution of queries within defined SLA timelines, maintaining a high-resolution rate.
- ❖ Document support interactions accurately in the CRM and contribute to the internal knowledge base.
- ❖ Assist clients during onboarding and product rollouts, providing guidance on platform features and best practices.
- ❖ Proactively identify recurring issues and provide structured feedback to the product team for continuous improvement.
- ❖ Support implementation of client changes requests in coordination with the customer success team.
Required Skills: -
- ❖ Strong understanding of expense management, travel workflows, or corporate finance processes is a plus.
- ❖ Excellent written and verbal communication skills in English.
- ❖ Ability to handle high query volumes with attention to detail and a calm, customer-first approach.
- ❖ Proficiency with support tools such as Freshdesk or similar CRM platforms.
- ❖ Basic understanding of ERP or finance platforms (SAP, Oracle, Tally) is an advantage.
- ❖ Strong problem-solving skills with the ability to multitask and prioritise effectively.
Qualification & Experience: -
Any Graduate with 4–5 years of experience in customer support or helpdesk role, preferably in a SaaS or fintech environment.
Skills
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