Client Technical Support Specialist - Finance

Meet Benevity

Benevity is the way the world does good, providing companies (and their employees) with technology to take social action on the issues they care about. Through giving, volunteering, grantmaking, employee resource groups and micro-actions, we help most of the Fortune 100 brands build better cultures and use their power for good. We’re also one of the first B Corporations in Canada, meaning we’re as committed to purpose as we are to profits. We have people working all over the world, including Canada, Spain, Switzerland, the United Kingdom, the United States and more!

As a Finance-focused Client Technical Support Specialist, your primary role is to expertly manage our Spark Product, Benevity Reporting Tool, and the financial processes that drive Spark. You will promptly address clients' financial concerns, ensuring efficient updates to billing, funding, or disbursement issues to maintain smooth donation flows. Additionally, you will offer superior financial data support to swiftly resolve any reconciliation issues clients may face.

In this position, you will collaborate closely with Financial Operations, Client Success Managers, other Client Technical Support members, and various internal teams, aiming to achieve optimal outcomes for our clients and Benevity. Your effective communication skills and problem-solving abilities, grounded in financial expertise, position you as a trusted advisor, enhancing our clients' ability to financially manage their programs with high-quality service and solutions.

What you’ll do:

• The Client Technical Support Specialist - Finance will play a key role in ensuring Benevity develops and retains our industry best client success standard for our clients. They will enable our clients to better understand Benevity and Benevity’s underlying Finance  processes to deliver successful outcomes while continuously developing their Benevity expertise
• The Client Technical Support Specialist – Finance provides in-depth assistance to clients around their financial needs, such as invoice updates, float Fund management, donation disbursement concerns, transaction reversals and vendor setups
• Leverages reporting/data analysis to assist clients and internal teams with transaction reporting and transaction reconciliations
• Build positive relationships with external and internal stakeholders to enable quick and high-quality resolutions for our clients

What you’ll bring:

• 1-2 years of experience in Client Support or Account Management
• Strong communication and analytical skills, adept at highlighting key points and explaining their significance
• 6 months to 1-year experience in Accounts Receivables, knowledgeable in standard financial processes and account reconciliation
• 6 months to 1-year experience with Benevity Reporting or similar analytic software.
• Advanced proficiency in spreadsheet software
• Exceptional written and verbal communication skills, including professional phone demeanor
• Client-focused with a commitment to delivering high-quality results
• Success-driven, able to define clear goals for tasks and pursue them with strong organizational skills
• Skilled problem solver with a knack for enhancing processes and best practices
• Technically proficient, eager to resolve challenges through inquiry and investigation
• Embraces a growth mindset, continuously seeking knowledge and improvement
• Maintains high professional standards consistent with a high-performance culture, ensuring tasks meet quality and timeline expectations
• Flexible and adaptable, knows when to follow processes and when to adapt
• Results-oriented, resourceful, and proactive in fulfilling commitments to foster lasting relationships
• Positive, can-do attitude, ready to tackle any relevant task in a dynamic environment
• Motivated self-starter, effective working independently and collaboratively
• Influential through strong relationships, expertise, and data; experienced with B2B SaaS software and passionate about non-profits and innovation
• Knowledge of community investment and employee workplace giving programs is a plus
• Multilingual capabilities are considered an asset

Discover your purpose at work

We’re not employees, we’re Benevity-ites. From all locations, backgrounds and walks of life, who deserve more …

Innovative work. Growth opportunities. Caring co-workers. And a chance to do work that fills us with a sense of purpose.

If the idea of working on tech that helps people do good in the world lights you up ... If you want a career where you’re valued for who you are and challenged to see who you can become …

It’s time to join Benevity. We’re so excited to meet you.

Where we work

At Benevity, we have developed a Community First approach that we design our people's experience around with goals to build a strong community and culture, achieve stellar execution of our business goals and social mandate, and ensure Benevity-ites thrive. For those who live within a reasonable commuting distance to an office, we can split our time working in the office and from home to optimize the opportunities of both, with the requirement that we spend at least 50% of the time in the office.

Join a company where DEIB isn’t a buzzword

Diversity, equity, inclusion and belonging are part of Benevity’s DNA. You’ll see the impact of our massive investment in DEIB daily — from our well-supported employee resources groups to the exceptional diversity on our leadership and tech teams.

We know that diverse backgrounds, experiences, skills and passions are what move our business and our people forward, so we're committed to creating a culture of belonging with equal opportunities for everyone to shine. 

That starts with a fair and accessible hiring process. If you want to feel seen, heard and celebrated, you belong at Benevity.

Candidates with disabilities who may require accommodations throughout the hiring or assessment process are encouraged to reach out to accommodations@benevity.com