AssetWorks Inc · 19 hours ago
Software Support Representative
AssetWorks is seeking an Accounts Receivable / Accounts Payable (AR/AP) Subject Matter Expert to join their Client Success Team. This role involves serving as a trusted advisor to customers, providing solutions and improving processes related to AR and AP, while collaborating with internal teams to enhance overall customer experience.
SoftwareInformation Technology
Responsibilities
Serve as the primary point of contact for AR and AP-related customer inquiries, troubleshooting issues with billing, payment processing, and financial reporting
Deliver clear, actionable consulting guidance on configuration, workflows, and best practices in TrulinX
Partner with customers to optimize their financial processes and ensure accuracy and efficiency across AR and AP modules
Work closely with other SMEs, Implementation Specialists, and Developers to research and resolve complex accounting-related tickets
Identify recurring customer challenges and collaborate with internal teams to develop documentation, training materials, or system improvements
Develop and maintain up-to-date knowledge base articles and internal reference guides for AR/AP processes
Participate in internal training sessions to upskill team members and share expertise in accounting best practices
Communicate professionally and proactively with customers, ensuring that resolutions are both timely and thorough
Represent the customer perspective in discussions around product enhancements or process changes
Build strong customer relationships through empathy, transparency, and consistent follow-through
Offer consultative insight to help customers better understand financial data flow and reporting within the ERP system
Qualification
Required
AR/AP ERP experience required, and experience within a distribution or manufacturing environment strongly preferred
Strong understanding of billing, cash application, vendor payments, and reconciliation workflows
Exceptional verbal and written communication skills, with the ability to translate technical details into customer-friendly guidance
Ability and willingness to use AI-tools to improve efficiency and streamline client communications
Strong multitasking, prioritization, and time management skills
Ability to collaborate across departments and work effectively in a remote team environment
Willingness to travel occasionally (up to 20%) for customer visits or training
Preferred
Experience in customer support, consulting, or financial systems troubleshooting is strongly preferred
Familiarity with TrulinX ERP or similar systems is a significant advantage
Company
AssetWorks Inc
AssetWorks delivers industry-leading business solutions to help asset- and infrastructure-intensive organizations control capital and operating expenditures, reduce operational complexity, and manage regulatory and policy-driven risk.
Funding
Current Stage
Late StageRecent News
2025-09-25
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