Senior Application Support – Treasurer Financials

Role Overview:

As a Client Support & Training Specialist, you will play a vital role in assisting customers with inquiries, troubleshooting issues, conducting application and rules testing, and delivering a high-quality support experience.

You will act as a trusted partner to our clients, primarily in local government offices across Iowa, helping them use our software effectively and confidently.

This position requires excellent communication skills, strong technical aptitude, and a passion for providing outstanding customer service.

The ideal candidate is self-motivated, detail-oriented, and comfortable working both independently and collaboratively in a hybrid remote environment.

Key Responsibilities:



* Respond promptly and professionally to inbound support inquiries via phone, email, web, and a ticketing system.


* Log and track client issues and time spent using our internal support systems.


* Provide thoughtful troubleshooting and guidance to clients, resolving issues or escalating as needed.


* Conduct virtual and on-site training sessions, ensuring clients feel confident using the system and understand best practices.


* Perform application and rules testing, especially as software updates are made in response to regulatory changes or customer feedback.


* Serve as a customer advocate, helping ensure timely resolution of issues and documenting requests for product improvements.


* Collaborate with internal teams, including product and engineering, to communicate client feedback and resolve system limitations.


* Maintain detailed and organized documentation of support interactions, processes, and customer training resources.


* Continuously deepen your knowledge of our products, services, and the evolving needs of local government clients.


* Participate in occasional travel within Iowa for on-site visits and conferences (travel expenses covered)

Requirements:



* Experience working in a County Treasurer’s Office (Iowa preferred), or deep familiarity with Treasurer workflows such as tax collection, budgeting, payroll, and financial reporting.


* 1+ year(s) of experience in a customer service or technical support role.


* Strong communication and interpersonal skills, with the ability to explain technical concepts clearly.


* Proven problem-solving and analytical abilities; detail-oriented and able to assess root causes.


* Comfortable conducting virtual trainings and working directly with customers on camera.


* Familiarity with ticketing systems, CRM tools, and time-tracking software.


* Proficient in Microsoft Office 365 applications.


* Ability to work independently in a hybrid environment, with a dedicated remote workspace.


* Bachelor’s degree in Finance, Accounting, Public Administration, Computer Science, or a related field – or equivalent professional experience.


* Bonus: Experience with Document Locator, Solutions Vision software, or e...