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The Customer Support Analyst sits at the frontline of the Phocas customer experience. This role ensures customers feel confident, supported, and successful using Phocas’ Business Planning and Analytics software through timely issue resolution, technical troubleshooting, and proactive communication.
Job Responsibility:
Deliver exceptional customer service using remote tools (TeamViewer, VPN, RDP, Teams)
Triage and manage the support case queue via Jira, phone, and email
Troubleshoot across OS, application, database, and ETL layers
Diagnose root causes and either resolve or escalate appropriately
Validate customer data extraction, staging, and integration processes
Provide end-user guidance, training, and workaround solutions
Maintain accurate case documentation and customer records in Jira and HubSpot
Participate in major incident management and root cause analysis
Contribute to knowledge base improvements and process enhancements
Advocate for customers to ensure a seamless support experience
Requirements:
2+ years’ experience in a product or software support environment
Experience handling support cases via phone, email, and ticketing systems
Strong troubleshooting capability across applications, databases, and data flows
Basic SQL knowledge and understanding of database design or data integration
Proficiency with Microsoft applications and general business software tools
Excellent written and verbal communication skills
Highly organized with strong case ownership discipline
Experience working remotely in a global organization preferred
Financial, Accounting, or ERP knowledge advantageous
Customer-first mindset with strong problem-solving curiosity
Nice to have:
Financial, Accounting, or ERP knowledge advantageous
Experience working remotely in a global organization preferred