Job Description: Finance and Customer Support Coordinator
Overview
We are seeking a detail-oriented and proactive Finance and Customer Support Coordinator to join our team. This role is essential in ensuring smooth and efficient communication between our customers and the finance team. The ideal candidate will have strong organizational skills, excellent communication abilities, and a customer-first mindset.
Key Responsibilities
- Email Management:
- Monitor and triage the shared accounting inbox.
- Respond promptly to customer requests for invoices, statements, and financial documents.
- Assign emails to the appropriate finance team member for further action.
Customer Support:
- Address customer queries via email and telephone in a professional and timely manner.
- 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.
- Proficiency in email and communication tools (e.g., Gmail, Slack, shared inbox platforms).
- Basic understanding of accounting terminology and processes.
Top Skills
What We Do
Founded in 2015, Helpware is a company taking a modern approach to the outsourcing industry. We created the company to change perceptions of what outsourcing is and can be, and we did that by building amazing cultures in each of our locations, and by simply treating our employees better. With Helpware, we are all a team and family, and you'll see that true difference when partnering with us.
Helpware builds customized teams in Customer Service and Back Office for industry-leading startups and modern companies. With offices in California, Colorado, Kentucky, Ukraine, Philippines, Germany, and Mexico, we have the global scale to tailor custom teams and processes for success to our many powerhouse clients.
Helpware has grown over the years, initially catering to startup client partners, and has now evolved into creating client partnerships with large enterprises as well.
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