About The Position

Caseware is a leading global software company in the audit and accounting industry with over 30 years of experience. We are seeking a Bilingual Customer Service Representative to join our growing team and contribute to our vision of transforming the future of audit, financial reporting, and data analytics in the North American market. This is a fully remote, full-time, permanent position.

Requirements

  • Strong verbal and written communication skills
  • Customer Success & Growth Mindset
  • Fluency in both English and French is required.
  • Post-secondary education
  • Aspirations to grow professionally in the Customer Service, Success, and Sales environment
  • Team player with a “roll up your sleeves” attitude to getting work done
  • Organizational skills to keep contacts and prospects organized

Nice To Haves

  • Previous experience with Salesforce is a strong asset.
  • 2 years of customer service experience in the software sector or a similar role is considered an asset
  • An understanding of, or experience working in, the accounting or financial audit industry is considered an asset
  • Comfortable using AI tools to support day-to-day work and improve productivity

Responsibilities

  • Respond to client-related inquiries about CaseWare International’s offerings, provide product overviews, licensing information, pricing, etc.
  • Build rapport quickly to nurture client and potential client relationships
  • Pre-qualify leads for CaseWare’s sales team
  • Become a product expert
  • Use a customer relationship management tool (Salesforce) to track activities and opportunities
  • Other ad-hoc activities as required

Benefits

  • Competitive compensation
  • Discretionary bonus and/or commission
  • Health insurance
  • Retirement plans
  • Flexible work options
  • Remote opportunities
  • Generous time-off policies
  • Opportunities for career growth
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