About The Position

This role supports Drake Software in delivering the tools and services tax professionals rely on to grow their business and serve their clients. We are a team dedicated to providing excellent customer service by efficiently troubleshooting and resolving all client inquiries. Our customers trust Drake Software for comprehensive product excellence and value.

Requirements

  • Must be fluent in both Spanish and English.
  • High School diploma or general education degree (GED).
  • At least 1 year of experience in a customer service role within a call center environment, preferably providing software support.
  • Proficiency with essential computer applications and accurate data entry skills required.
  • Strong customer service skills required.
  • Ability to build rapport and demonstrate empathy with customers through friendly, courteous and helpful interactions.
  • Excellent verbal communication skills, including clear articulation, a professional phone presence, and active listening.
  • Strong reading comprehension and critical thinking skills required.
  • Must have (or be willing to obtain) a private, dedicated hardwired internet connection.

Nice To Haves

  • Prior experience in telemarketing, retail background or customer relations preferred.

Responsibilities

  • Diagnose, troubleshoot, and resolve technical inquiries from tax professionals via phone, email and live chat, ensuring prompt and accurate solutions.
  • Interviews end user to determine root cause of the problem and leads user through troubleshooting and diagnostic procedures to identify a resolution.
  • Handles problem recognition, research, isolation, resolution, and follow-up for most user problems, partnering with designated staff on more complex problems to ensure customers receive appropriate advanced support.
  • Accurately document and track all customer interactions and resolutions for continuous improvement and follow-up on any unresolved problems timely.
  • Maximize positive relationships and customer experience through delivering exceptional, empathetic service in every interaction.
  • Adhere to established best practices, procedures, scripts, and direction provided by management.
  • Maintain consistent, reliable attendance and adherence to your schedule for all shifts.

Benefits

  • Supportive, open, and inclusive atmosphere
  • Team that values your contributions
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