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ActionstepAC

Customer Support Analyst

Actionstep is a cloud-based legal practice management software designed for small to mid-sized law firms, offering tools for case management, billing, trust accounting, and document automation.

Actionstep

Employee count: 51-200

Salary: 60k-65k USD

United States only

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Actionstep is a pioneer in the development and sale of software-as-a-service (SaaS) products, specializing in the delivery of Legal Accounting & Management software. We are a fast growing, dynamic business with a global customer base and team.  Headquartered in Auckland, New Zealand, with team members in the United Kingdom, United States, Canada 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.

To be successful in this role, you will have minimum 3 years of demonstrable experience working in a Help Desk / Customer Service role. You are an expert at identifying the root issue presented by a user, through your strong aptitude at identifying a problem’s root cause and quickly finding and implementing steps to remediate it. You’re technically minded and take to new systems with ease. 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 Lead, the Customer Support Analyst will manage a daily workflow of managing live chats, 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.

Other responsibilities include:

  • 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.
  • Adopt a “First Time Right” mindset to ensure the enquiry is resolved on the spot where possible.
  • Escalate tickets when appropriate and with all relevant information, to the suitable person/team; 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:
  1. Customer Satisfaction
  2. First Response Rate
  3. Average Response Time
  4. Escalation/resolution rates
  5. Responsiveness to customer enquiries
  6. Attention to detail when investigating issues
  7. Efficiency when managing multiple priorities
  8. Collaboration with other team members (inside support and other business units)
  9. Any relevant OKRs that are in place for the team

Requirements

Essential

  • Post-Secondary Degree or Diploma in Information Technology, Paralegal, Legal Administrative Assistant, Accounting, or a related discipline of equivalent knowledge and experience.
  • Understanding Bookkeeping concepts (double entry accounting, billing, bank rec)
  • Minimum 3 years of customer-facing experience, in a customer support/service or help desk role, ideally supporting a SaaS technology platform.
  • Previous experience working at Level 1 and Level 2 in a multi-leveled support team that is geographically distributed.
  • An experienced people person. You are a pleasure to work with and have a can-do attitude.
  • Excellent oral, written, presentation and communication skills, for use with both internal and external stakeholders and all levels of management.
  • Technically minded - there isn’t a platform that you can’t jump in and understand within a short period of time.
  • Ability to operate and succeed in an agile environment, working cross-functionally, to successfully deliver effective outcomes for our customers.

Who You Are:

Compassionate: you get satisfaction out of helping other people and recognize that sometimes the best way to help is by listening and validating different experiences.

Curious: you want to find the answers and will work all the angles to get it done. You go above and beyond with in-depth research and evaluation to solve complex problems.

Results-Focused: you like to check things off your list and have a bias for action, using your decision- making prowess to make decisions quickly and solve problems.

What You Will Do:

Respond and manage to completion tickets created by our Certified Consulting Partners or escalated from Legal Accounting Support Analysts across a variety of topics in time-sensitive situations, providing advanced technical research and support with thoughtful, concise messages that provide expert solutions to our users. 

Research and write detailed bug reports used by the Product and Engineering teams to address product issues, working with both teams to answer advanced technical questions. 

Schedule and complete troubleshooting screenshare video calls with users when necessary or assist Support Analysts, using excellent business etiquette and customer management skills to achieve high customer satisfaction. 

Manage and complete advanced tasks (system updates, etc) as requested. 

Maintain and increase advanced product knowledge through training and active research across Actionstep Practice Management and Legal Accounting resources, contributing to team knowledge by submitting solutions in internal and external documentation. 

Benefits

We have a fantastic and inspirational working environment!

  • Robust medical, dental, vision offerings
  • 401K with company match
  • Flexible working and PTO
  • Take your birthday off
  • Frequent team building events
  • Fantastic training and development opportunities
  • 60-65k salary range

About the job

Apply before

Posted on

Job type

Full Time

Experience level

Mid-level

Salary

Salary: 60k-65k USD

Education

Associate degree
Bachelor degree

Experience

3 years minimum

Experience accepted in place of education

Location requirements

Hiring timezones

United States +/- 0 hours

About Actionstep

Learn more about Actionstep and their company culture.

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Through groundbreaking technology, we are revolutionizing legal practice management at Actionstep. Founded in 2004 by Ted Jordan, Actionstep was conceived from the realization that existing software workflows often failed to align with the actual processes users employed. This led to the development of a flexible, cloud-based platform that empowers law firms to customize their technology to suit their unique operational needs and ideal working methods. As the first true cloud-based law firm management platform globally, Actionstep has been at the forefront of legal tech innovation for decades, consistently delivering product excellence and anticipating the evolving landscape of the legal industry. Our mission is to equip midsize law firms with the essential tools to confidently navigate the future of law, ensuring their sustained success and competitive edge.

Actionstep's comprehensive platform connects, organizes, and automates the diverse workflows within midsize law firms. We provide an all-encompassing suite of features, including client intake, matter management, document automation and storage, time tracking, billing, robust legal accounting, and insightful business reporting. This integrated approach enables firms to enhance efficiency, delight clients, manage profitability effectively, and foster growth. We understand that each law firm is unique, and our model reflects this by working collaboratively with firms and an ecosystem of expert legal industry partners to tailor Actionstep to their specific ways of working. Our focus remains steadfast on industry trends, technological advancements, and how we can empower law firms to not only overcome business challenges but also to build a distinct advantage in the legal marketplace. With a global presence and a commitment to continuous innovation, Actionstep is dedicated to shaping the future of law by helping firms transform their practices into high-performing, client-centric, and financially transparent businesses.

Employee benefits

Learn about the employee benefits and perks provided at Actionstep.

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Life Insurance

Life insurance coverage.

Vision Insurance

Vision insurance coverage.

Dental Insurance

Dental insurance coverage.

Paid holidays

Paid time off for holidays.

View Actionstep's employee benefits
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Actionstep

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