If you enjoy building great relationships with colleagues and customers, setting down smooth processes, and are finance-minded with impeccable attention to detail then we are looking for you! The Finance Customer & Employee Representative will be responsible for managing the Finance Team customer support email address, generating monthly invoices, driving outstanding invoicing follow up, and supporting employees through the financial onboarding & expense reporting processes.
Act as customer support lead on the Finance Team for the Remote (customer) community through ownership and management of the Finance Team customer support email address.
Respond efficiently and thoughtfully to Remote inquiries on a variety of finance-related topics including invoicing and outstanding invoice follow up, payments options, international payments, customization of invoices, policy questions, etc.
Generate monthly invoices for Remotes, coordinate internally regarding charges to be included in invoices, and track and follow up on outstanding receivables.
Streamline the current process for billing incidentals and extras by working with the regional and programs team leads to develop a process/template to track and report additional charges to be included in billing.
Help identify and act on process improvement opportunities and document processes improvements through the creation of written training files and employee video tutorials.
Assist with the monthly employee expense reporting process through follow up with employees, management of expense reporting timeline, and tracking of cash expenses related to debit cards.
Bachelor’s degree in a related field
Will consider 4+ years of demonstrated experience in customer support or a similar role in lieu of education
Proficient in Microsoft Excel with proven track record or advanced knowledge in the financial industry
Experience with FreshDesk or similar customer support ticketing system a plus
Excellent communication skills and the desire to navigate and resolve challenging situations
Ability to work with minimal guidance and be comfortable operating in a remote work environment
Passion – We are looking for someone who is excited about the unique way that we are changing the world and is ready to be at the forefront of the future of work movement
Ownership – We aspire for autonomy, so be prepared to demonstrate fierce dedication and to take ownership of your assigned work and any new challenges that come your way
Organization – We rely on great time management skills and the ability to stay connected and productive in a distributed work environment
Interpersonal skills - We need someone with a proven ability to work collaboratively and with the ability to connect with and support our Remote (customer) community