what you'll do
We are looking for a structured, reliable, and detail-oriented individual to join our Customer Success team as a Helpdesk & Customer Success Operations Agent (Remote). In this fully remote role, you will serve as a first-line contact for client support, primarily covering North American clients, while contributing to 24/7 global service coverage as part of a Follow the Sun (FTS) model.
As one of the first hires in your region, you will play a key role in helping us scale our global support presence, streamline helpdesk operations, and provide back-office support to our Customer Success Managers (CSMs). This is a role for someone who thrives in a fast-moving, international environment and wants to help improve the way we support and serve our clients.
Your key accountabilities are:
Helpdesk & Client Support
- Act as the first point of contact for client inquiries via platforms like Jira Service Desk, Zendesk, or similar.
- Triage and route tickets efficiently to the right internal teams, ensuring high-quality data capture and follow-up.
- Monitor ticket queues, track resolution status, and escalate time-sensitive issues where needed.
- Keep all client interactions and internal updates well-documented and easy to follow.
Customer Success Operations
- Provide back-office support to Customer Success Managers (CSMs) through CRM maintenance, meeting coordination, follow-up tracking, and internal workflows.
- Help ensure accurate records and consistent updates across systems for full customer visibility.
- Assist in improving internal CS processes, templates, and playbooks as the organization scales.
Global Coordination & Internal Operations
- Participate in a rotating on-call schedule to support time-sensitive tickets outside regular hours.
- Collaborate across time zones with APAC and EMEA teams as part of a Follow the Sun support model.
- Contribute to internal reporting, operational documentation, and data entry tasks with a high standard of accuracy.
- Identify recurring patterns or inefficiencies in workflows and suggest improvements.
why we should decide on you
Qualifications
- Bachelor's degree in Business Administration, Economics, Taxation, or a related field.
- A proactive mindset and motivation to grow – this role welcomes junior professionals who are eager to build expertise in financial services and tax reporting, even if they’re just starting out
- Understanding of capital markets, financial instruments, and general taxation rules, including double tax treaties.
- Strong analytical skills with a high affinity for numbers.
- Proficiency in Microsoft Office tools, particularly Excel; familiarity with Jira and Confluence is a plus.
- Excellent communication skills in English, both written and verbal; German language skills are a plus.
- Experience with Scrum and agile working methods is advantageous.
- Willingness to participate in on-call support according to the agreed timeline.
- Eagerness to learn and adapt to our Tax Reporting solutions.
- Highly organized and detail-oriented, with the ability to manage multiple tasks and priorities effectively.
- Strong problem-solving skills, with the capacity to think critically and troubleshoot complex issues.
- Excellent interpersonal skills, with a customer-first mindset focused on delivering exceptional service.
- Ability to work independently and as part of a global, remote team.
- Demonstrates a proactive approach to learning and personal development.
- Maintains a calm and professional demeanor under pressure while managing incidents or troubleshooting issues.
why you should decide on us
- Let’s grow together, join our market leading SaaS company – our agile character and culture of innovation enables you to design our future.
- We provide you with the opportunity to take on responsibility and participate in international projects.
- In addition to our buddy-program, we offer numerous individual and wide-ranging training opportunities during which you can explore technical and functional areas.
- Our internal mobility initiative encourages colleagues to transfer cross functionally to gain experience and promotes knowledge sharing.
- We are proud of our positive working atmosphere characterized by a supportive team across different locations and countries and transparent communication across all levels.
- Together we're better - meet your colleagues at our numerous team events
