Finance and Customer Support Coordinator

hace 2 semanas


Guadalajara, México Helpware A tiempo completo

**Job Description: Finance and Customer Support Coordinator**

**Overview**

**Key Responsibilities**
- Monitor and triage the shared accounting inbox.
- Respond promptly to customer requests for invoices, statements, and financial documents.

**Customer Support**:

- Provide accurate information or updates regarding invoices, payments, and account statuses.
- Identify when issues require escalation and coordinate with the appropriate team member or manager for resolution.
- Collaboration and Communication:

- Maintain clear and consistent communication with the finance team about tasks and issues requiring attention.
- Follow up with customers and internal teams to ensure resolution of escalated issues.

**Documentation and Reporting**:

- Keep detailed records of customer interactions and actions taken.
- Assist in maintaining organized digital files of invoices, statements, and other financial documents.

**Skills and Qualifications**
- Strong written and verbal communication skills.
- Excellent organizational and time management abilities.
- Familiarity with accounting and invoicing processes (experience with QuickBooks Online is a plus).
- Customer service experience, with a professional and approachable demeanor.
- Ability to handle multiple tasks and prioritize effectively.
- Problem-solving skills and the ability to escalate issues appropriately.

**Preferred Experience**
- Experience in a similar role in finance, customer support, or a related field.
- Basic understanding of accounting terminology and processes.



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