Finance and Customer Support Coordinator

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.