Customer Success Specialist

* This is a Monday - Friday in-office position in Fort Lauderdale FL

At Xendoo Inc. we believe small business owners deserve the same financial clarity and expertise that big corporations take for granted. Since 2016 weve 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 weve 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 were not just keeping pace with the future of accounting were leading it.

We serve the builders: franchise owners ecommerce founders tradespeople medical practices tech startups and hospitality operators. And we dont 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 arent 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 50000 small business owners by 2030. Were growing fast and were just getting started.

About the Role
Were looking for a Customer Support Specialist to join our team supporting small this role youll 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. Youll wear a few hats support onboarding and light collections so were looking for someone whos organized comfortable with numbers and genuinely enjoys helping small business owners succeed.

Key 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

Youre a STRONG fit if youre...

• Comfortable with numbers youre not intimidated by account balances statements or basic financial concepts
• A self-starter who takes initiative and doesnt 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)
• Prior customer support collections or fintech experience is a plus but not required

Here at Xendoo we enjoy aMonday through Friday workweek so you can enjoy a healthy work/life balance. Additionally we offer;

• Medical Dental Vision and Life Insurance
• Generous PTO and Paid Holidays
• 401(k)with employer matching
• Casual dress code-jeans and t-shirts
• Complimentary lunch for the team every Friday
• Free Gym on location
• Fun and collaborativeenvironment

Our location is friendly to the tri-county area close to I-95.

Come join Team Xendoo! We are excited to meet you!

Xendoo is committed to Equal Employment Opportunity regardless of race color national origin gender sexual orientation age religion veteran status disability history of disability or perceived disability.