Customer Success Specialist

Xendoo Inc.•Fort Lauderdale, FL

3d•Onsite

About The Position

At Xendoo, Inc., we believe small business owners deserve the same financial clarity and expertise that big corporations take for granted. Since 2016, we've been on a mission to fuel the ambitions of entrepreneurs across the country — handling the bookkeeping, accounting, financial reporting, and taxes that keep businesses moving, so owners can focus on what they do best. As a VC-backed, tech-forward company, we've built proprietary technology that sits at the core of everything we do, and as a preferred partner of QuickBooks Online and Xero, our clients benefit from seamlessly integrated, best-in-class tools. With our recent acquisition of an AI platform purpose-built for CPAs, we're not just keeping pace with the future of accounting — we're leading it. We serve the builders: franchise owners, ecommerce founders, tradespeople, medical practices, tech startups, and hospitality operators. And we don't just manage their numbers — we help them understand them, giving owners the knowledge they need to make their next big move. Our team runs on five values that aren't just words on a wall: Care Deeply, Be Curious, Think Critically, Own It, and Be Relentless. They shape every decision we make and every relationship we build. The goal? To champion the success of 50,000 small business owners by 2030. We're growing fast, and we're just getting started. About the Role We're looking for a Customer Support Specialist to join our team supporting small businesses. In this role, you'll be the friendly, knowledgeable voice our customers turn to as they get up and running on our platform and keep their accounts healthy over time. You'll wear a few hats — support, onboarding, and light collections — so we're looking for someone who's organized, comfortable with numbers, and genuinely enjoys helping small business owners succeed.

Requirements

Comfortable with numbers — you're not intimidated by account balances, statements, or basic financial concepts
A self-starter who takes initiative and doesn't wait to be told what to do next
Strong multitasking skills; you can juggle multiple customer conversations and priorities without dropping the ball
Tech-savvy — you pick up new software and tools quickly and are comfortable working across multiple systems at once
Excellent verbal and written communication skills
A calm, professional approach to sensitive conversations (like collections calls)

Nice To Haves

Prior customer support, collections, or fintech experience is a plus, but not required

Responsibilities

Provide day-to-day customer support to small business clients via phone, video conference, email, and/or chat
Guide new customers through onboarding, helping them set up and understand all of our systems and tools
Troubleshoot account and platform issues, escalating when needed
Conduct occasional collections calls on past-due accounts (low volume) with professionalism and empathy
Track and follow up on open customer issues to ensure timely resolution
Identify patterns in customer questions or pain points and share feedback with the team
Maintain accurate records of customer interactions in our CRM/support tools