Customer Service and Financial Operations Specialist

Dropbox DocSend

Customer Service and Financial Operations Specialist providing customer support and managing financial operations. Fully remote position requiring strong communication and organizational skills.

Posted 7/3/2026full-timeRemote • Washington • 🇺🇸 United StatesMid-LevelSenior💰 $28 - $35 per hourWebsite

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

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

Comp & perks

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)

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

Invoice ProcessingPayment ProcessingAccount ManagementBillingReconciliation

Soft Skills

Verbal CommunicationWritten CommunicationOrganizational SkillsDependabilityConfidentiality