Client Service Representative
Business WireSalary not specified
Not SpecifiedCompensation
Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
AccountingIndustries
Requirements
- Graduate of ANY degree course
- Experience in administration (data entry, executive assistant, accounting administration or a related field)
- Proficiency in MS Office
- Strong communication and collaboration skills
- Strong management skills (Ability to manage multiple tasks, prioritize effectively, maintain detailed records, and keep an organized workspace and filing system)
- Nice to have: Basic experience in bookkeeping procedures and best practices
- Nice to have: Basic experience using accounting software like XERO
Responsibilities
- Support the accounting team with various administrative tasks, including document preparation, database updates, and communication management
- Respond to client questions and forward their requests to the appropriate team members to help with their accounting needs
- Ensure all accounting documentation is accurately profiled, organised, and easily accessible
- Update and maintain client records, handle onboarding, offboarding, and closure of clients, including write-offs
- Manage profile documents according to naming conventions and prepare/send documents for electronic signing (Adobe e-Sign)
- Follow written process for quarterly PAYG Statements, generate AS for contractors, and prepare trust account letters
Skills
MS Office
Xero
Adobe e-Sign
Bookkeeping
Data Entry
Client Database Management
Administrative Support
Connectly
AI-powered marketing automation for e-commerce
About Connectly
Connectly.ai automates sales and marketing for e-commerce businesses through its AI-powered platform, Sofia AI. This platform integrates with popular e-commerce systems like Shopify and Vtex, allowing for automated, personalized conversations with customers across various channels. Connectly.ai stands out by significantly reducing time spent on administrative tasks and improving the sales closing process. The company's goal is to enhance efficiency and sales for e-commerce businesses.
San Francisco, CaliforniaHeadquarters
2020Year Founded
$33.7MTotal Funding
SERIES_BCompany Stage
Consumer Software, AI & Machine Learning, Consumer GoodsIndustries
51-200Employees
Benefits
Health Insurance
Dental Insurance
Vision Insurance
Unlimited Paid Time Off
Flexible Work Hours
Remote Work Options
Company Equity
Risks
Increased competition from Alibaba's AI initiatives could overshadow Connectly's offerings.
Reliance on Shopify and Vtex poses risks if they develop their own AI solutions.
Rapid AI advancements require Connectly to continuously innovate to stay competitive.
Differentiation
Connectly.ai automates sales and marketing for e-commerce with AI-powered Sofia AI platform.
The platform integrates seamlessly with Shopify and Vtex, enhancing user experience and sales.
Connectly.ai supports over 20 languages, including local slang, for personalized customer interactions.
Upsides
Connectly.ai raised $20 million in Series B funding led by Alibaba in 2023.
The platform's AI-driven personalization boosts conversion rates and customer satisfaction.
Connectly.ai's multilingual support enhances global customer engagement and market reach.
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