Share business-critical documents with confidence. Secure viewing plus game-changing analytics. ⚡️
Customer Service and Financial Operations Specialist
Location
Washington
Posted
4 days ago
Salary
$28 - $35 / hour
Seniority
Senior
Job Description
Customer Service and Financial Operations Specialist
Dropbox DocSend
• Provide professional customer support through phone, email, and other communication channels. • Respond to customer inquiries and resolve account related issues promptly and accurately. • Process invoices, payments, account updates, and financial transactions. • Maintain accurate customer and financial records. • Assist with billing, reconciliation, and payment processing activities. • Collaborate with internal teams to resolve customer and operational matters. • Ensure compliance with company policies and confidentiality standards. • Identify opportunities to improve customer satisfaction and operational efficiency. • Perform additional administrative and operational duties as needed.
Job Requirements
- Excellent verbal and written communication skills
- Strong organizational skills with exceptional attention to detail
- Ability to manage multiple priorities in a remote work environment
- Proficiency with Microsoft Office and web based business applications
- Experience with CRM systems or financial software is an advantage
- Professional, dependable, and committed to maintaining confidentiality.
Benefits
- Competitive hourly compensation
- Medical, dental, and vision insurance
- 401(k) with company match
- Paid time off and paid holidays
- Flexible remote work
- Paid training and career development
- Employee Assistance Program (EAP)
Related Guides
Related Categories
Related Job Pages
More Customer Support Jobs
Head of Customer Experience
InsightsWe’re a people development company, helping to build high-performing teams through the power of awareness.
• Creating and delivering our global Customer Experience strategy. • Leading and developing a team of Customer Experience Managers and Team Leaders across multiple regions. • Driving the shift from reactive support to proactive customer enablement. • Championing the Voice of the Customer and turning insight into action. • Partnering with Sales, Marketing, Product, Finance and Customer Success to deliver seamless customer journeys. • Leveraging AI, automation and technology to improve experience, efficiency and commercial outcomes. • Embedding a culture of accountability, innovation and continuous improvement. • Ensuring customer experience directly contributes to retention, revenue growth and customer advocacy.
Customer Service Team Member
CovercraftStand out and succeed in the job market with highly personalized cover letters crafted in seconds
• Deliver an exceptional customer experience through phone, email, chat, and other communication channels. • Assist customers with product information, order placement, order management, returns, warranties, and general inquiries. • Manage inbound and outbound customer communications in a professional and timely manner. • Maintain accurate customer, order, return, and warranty records through data entry and documentation. • Research and resolve customer concerns, order issues, shipping inquiries, and product-related questions. • Collaborate with internal departments to ensure timely and accurate resolution of customer needs. • Follow company policies, procedures, and service standards. • Demonstrate strong problem-solving skills and sound judgment when resolving customer concerns. • Effectively prioritize workload, manage multiple tasks, and adapt to changing business needs. • Participate in ongoing training and development to maintain product, process, and system knowledge. • Maintain professionalism and confidentiality in all customer and company communications. • Demonstrates reliability, accountability, and consistent attendance.
Accounts Receivable Support Specialist
FerrellgasFerrellgas was founded in 1939 and has since grown into a leading propane supplier in the United States. Ferrellgas was originally established in Atchison, Kans
Role Description We are looking for an Accounts Receivable Support Specialist to join our team! This position is responsible for researching unapplied funds that may be a result of overpayment, mis-applied payment, or account reconciliation. This person will be the primary contact for communicating budget bill changes, handling each call professionally, efficiently, and with exceptional customer service. This candidate is also responsible for all customer correspondence and documentation requests that are related to the unapplied or budget bill process. Responsibilities - Within a team environment, handles all unapplied research for customers with identified unapplied instances. - Researches and resolves cash application issues. - Handles customer correspondence related to the unapplied, which may require direct communication with customers to resolve. - Research overpayments. - Responds to customer inquiries regarding any payment application issue. - Handles outbound calls to customers regarding their budget bill plan. - Handles customer correspondence related to the budget bill communication. - Research customer setup using the budget bill calculator and other related tools. - Responds to customer inquiries regarding budget bill. - Troubleshoots and produces quick resolution. Qualifications - Associate degree in accounting or related field preferred. - 1+ years of related Accounts Receivable experience. - Able to interact professionally with internal and external Ferrellgas customers. - Proficiency in Microsoft Office applications (Word, Excel). - Excellent communication (written and verbal) and interpretation skills. - Detail oriented and highly organized. - Salesforce/PeopleSoft experience preferred. - Must be a Citizen or National of the United States, a lawful, permanent resident, or have authorization to work in the United States. - Applicants must not now, or any time in the future, require sponsorship for an employment visa. Benefits - Comprehensive Health Coverage: Medical, dental, vision, accident, and critical illness insurance. - Income Protection: Company-provided short-term and long-term disability, life insurance, and AD&D. - Financial Wellness: 401(k) with company match, Employee Stock Ownership Plan (ESOP), Flexible Spending Account (FSA), and Health Savings Account (HSA). - Time Off & Family Support: Paid Time Off (PTO), parental leave, and tuition reimbursement. - Wellness & Assistance Programs: Wellness program, Employee Assistance Program (EAP), and Medicare support. - Employee Perks: Referral program, employee discount programs, and propane savings. Company Description At Ferrellgas, we’re honored to be part of tight-knit communities across America and thousands of customers’ lives. From our nationwide charitable partnerships with Operation Warm and Operation BBQ Relief to fundraisers for local schools, fire departments, veteran organizations and more, we are always looking for ways to give back to the communities we live in and serve.
• Respond to customer inquiries via phone, chat, and email • Assist with questions about car purchases, leasing, service contracts, road help and product details • Provide solutions to technical issues and share knowledge about new models and features • Create exceptional customer experiences with empathy and professionalism • Collaborate with a talented, global team and grow in an international environment




