Reproduce customer-reported accounting and payment issues to determine root cause and identify appropriate corrective action.
Resolve customer issues that do not require development team intervention, with particular depth in accounts payable, accounts receivable, bank reconciliation, and financial reporting workflows.
Provide accurate, professional responses to customers via email and phone, including step-by-step guidance on system features and workflows.
Document and route product modification and defect correction requests to the appropriate internal team and communicate status updates back to the customer.
Use enterprise AI tools—including Claude (Anthropic)—to research issues, draft and refine customer communications, and surface relevant knowledge base content.
Work within CINC’s AI-powered support ecosystem, including Support Assist (CINC’s AI Support Agent), to support faster and more consistent case resolution.
Apply AI-assisted workflows to triage, prioritize, and document cases.
Provide structured feedback on AI tool performance to support continuous improvement of prompts, outputs, and team-wide usage.
Create and maintain internal and customer-facing documentation for frequently asked questions and common issue resolution.
Author knowledge base articles for both internal and external audiences, ensuring content is accurate, clearly written, and structured for self-service use.
Train customers and internal staff on accounting system functionality and best practices.
Assist the Training and Implementation teams as needed.
High School Diploma or equivalent required.
Associate’s or Bachelor’s degree in Accounting, Finance, or a related field preferred.
2+ years of software support experience, preferably in a SaaS or accounting software environment.
Solid understanding of core accounting principles, including GAAP, accounts payable, accounts receivable, accrual and cash basis accounting, bank reconciliation, and financial reporting.
Familiarity with banking terminology and payment processes, including ACH, EFT, and lockbox workflows.
Experience working within a CRM or support ticketing system; Intercom experience preferred.
Familiarity with the community association management industry is a plus.
Proficiency with Microsoft Office Suite.
Working knowledge of customer support and communication platforms, including Intercom.
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