AI Review data extracted from various financial documents (e.g., receipts, invoices, bank statements) uploaded by clients via cc:AI to ensure accuracy.
AI Identify and manually correct potential issues flagged by the AI system, such as duplicates, misclassifications, or calculation errors.
, AI Perform bookkeeping and bank reconciliation with the assistance of AI tools and resolve discrepancies to ensure consistency between books and bank statements for a portfolio of clients.
Generate periodic financial reports (monthly, quarterly, annually) with clear logic and standardized structure based on reviewed data.
AI Provide feedback on common software and recognition issues to support ongoing AI model improvement and workflow optimization.
/ Product Support
Assist clients in system setup, module activation, and training to ensure smooth onboarding.
Respond promptly to client issues, create and manage support tickets to ensure timely resolution.
Proactively monitor user activity to enhance customer satisfaction, thereby encouraging renewals, upgrades, and referrals.
Participate in product testing, gather user feedback, and support the creation of training materials for product enhancement.
/ Qualifications
/ Education:
Diploma or above, preferably in Accounting, Finance, Data, or Information Systems.
/ Work Experience:
SaaSAI Experience with SaaS products preferred exposure to AI or data processing tools is a plus.
XeroQuickBooksERP Familiarity with Xero, QuickBooks, or other accounting software knowledge of ERP systems is an advantage.
/ Core Skills:
Detail-oriented with strong logical reasoning and analytical skills.
Skilled in customer communication and complaint resolution, capable of improving overall client experience.
/ Language Proficiency:
Good written and verbal communication skills in both Chinese and English.
Proficiency in additional languages (e.g., Malay, Thai, Vietnamese) is a strong plus.
/ Soft Skills:
Highly responsible and efficient in multitasking environments.
Proactive, service-oriented, and a strong team player.
