Financial Customer Support Analyst

Job Summary

A company is looking for a Financial Customer Support Analyst.

Key Responsibilities:

• Manage Help Scout and Accounts Receivable processes, enhancing efficiency through saved replies and custom workflows
• Execute invoicing processes with a target of maintaining a 97% or higher billing accuracy rate
• Collaborate with Sales and Success teams to provide customer education and support, while proactively identifying and addressing issues

Required Qualifications:

• Bachelor's degree in Business, Finance, or a related field
• 2+ years of experience in Customer Support, Accounts Receivable, or Billing
• Proficient in Excel/Google Sheets, with exposure to NetSuite or QuickBooks
• Resourceful problem solver capable of resolving complex technical or financial issues