FundView · 2 weeks ago
Customer Support Specialist – General Ledger & Accounts Payable
FundView is a modern, cloud-based ERP platform built specifically for local governments. They are seeking a detail-oriented Customer Support Specialist to support municipal clients with General Ledger and Accounts Payable processes through their B2B SaaS platform.
AccountingGovernmentGovTechSoftware
Responsibilities
Provide frontline support to municipal customers using GL and AP features within our software, via phone, email, and our internal ticketing systems
Troubleshoot accounting-related issues including fund accounting structure, journal entries, approval workflows, vendor management, encumbrances, invoice processing, and payment runs
Educate users on product functionality, accounting best practices, and system updates
Collaborate with Product, Engineering, and QA teams to escalate and track complex issues and enhancement requests
Maintain detailed documentation and contribute to knowledge articles, FAQs, and support training materials
Assist with onboarding and user training for new customers
Stay current on public sector accounting standards, compliance requirements, and audit considerations
Identify recurring themes or support trends and provide insights that influence product improvements
Qualification
Required
Associate degree in Accounting or related field (Bachelor's degree preferred)
1–3 years of experience in General Ledger and/or Accounts Payable operations using cloud-based or enterprise financial systems
Understanding of accounting concepts such as fund accounting, chart of accounts, invoice lifecycle, reconciliation, and financial reporting
Strong analytical, communication, and troubleshooting skills
Ability to translate technical/financial concepts into clear, user-friendly guidance
Customer-first approach with experience supporting external clients
Preferred
Experience in B2B SaaS customer support roles
Public sector or government accounting experience
Familiarity with ticketing systems (e.g. Zendesk, Microsoft Dynamics 365)
Exposure to software implementation support, financial data conversion, or customer training activities