Customer Success Advisor

2 weeks ago

Remote, United Kingdom Finmo Full time

**About us**

Finmo aims to be a first-of-its-kind accounting and bookkeeping company dedicated to self-employed people and the modern-day worker. Many traditional full-time jobs have been replaced by self-employed and multiple job workers. Finmo has built an accounting and tax software solution that helps these self employed and modern-day workers track their business finances and file their Self Assessments. Our software and services have received rave reviews on TrustPilot and we are looking to grow

In the UK, there are ~3 million sole traders along with another 3 million people who have a PAYE job but earn money on the side. This population has grown over 60% since 2000 and has been called the future of work.

Finmo is a small team and we love it that way. We are “team first, job second”. This means that we prioritise hiring people who would be great teammates first and we find the right job responsibilities second. So first

**About You**

We prioritise personality and personal attributes over previous experience.

We're seeking warm, approachable individuals who are customer-focused, adaptable, and eager to learn. If you're passionate, patient, honest, compassionate, and detail-oriented, you could be a great fit for our small, friendly team.

Excellent verbal communication skills, particularly adept at phone conversations.

Strong written communication skills, ensuring clarity and effectiveness in correspondence. Comfortable with video calls when preferred by the customer.

Confidence and passion for the role.

Calmness and composure under pressure.

Honesty and integrity in all interactions.

Empathy and understanding of customer needs.

Attention to detail and commitment to excellence.

**The Role and Responsibilities**

As part of our small team, you'll wear many hats and need to be flexible and solutions-driven. Key responsibilities may include sales, customer success, and operational tasks such as transaction categorisation and data input. The ability to switch between tasks and a growth mindset is essential in this role, along with a willingness to self-teach when necessary.

Sales:
Engage in meaningful conversations with potential customers.

Identify and communicate how our services address customer needs.

Proactively reach out to potential leads on the telephone and prioritise prompt follow-ups.

Customer Success:
Serve as a primary point of contact for existing and potential customers.

Guide customers through onboarding and foster strong relationships.

Operations:
Categorise transactions and input data accurately.

Engage in conversations with customers to gather information for their self-assessments.

Maintain customer records and systems.

You're welcome to draw from any scenario, whether it's work-related or not, to answer the following questions. We're interested in understanding your general approach and abilities.

With that in mind, after giving us your name and contact number:

- Can you provide an example of a situation where you effectively conveyed the benefits of a product or service to someone, making it easy for them to understand?
- Tell us about anything you have recently learned or taught yourself.

We look forward to “hearing” from you.

**Job Types**: Part-time, Permanent

**Salary**: £11.00-£13.00 per hour

Expected hours: 20 - 30 per week

**Benefits**:

- Casual dress
- Work from home

Schedule:

- Day shift
- Monday to Friday

Work Location: Remote

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