Finance and Customer Support Coordinator
hace 2 semanas
**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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