Gain a deep understanding of the processes and procedures for the Finance team related to client billing, payment application, reconciliation, and new business development.
Master the daily operational tasks for client invoicing and posting payments from clients.
Provide client support regarding billing, payments, and payment methods.
Work seamlessly with both sales and internal teams to provide support with disputes, payment issues, and all other financial account inquiries while exercising discretion and independent judgment.
Fully own relationships with specific clients to provide top-tier service for their billing and account requests.
Identify and analyze trends, patterns, and system issues to support process improvements.
Propose solutions to improve output and client experience related to billing processes and user interfaces clients interact with.
Create processes for new lines of business.
Take ownership of specific processes, including Key Performance Indicators, continuous improvement, and strategies to increase their effectiveness.
Be seen as an expert with the ability to train others on how to provide world-class customer service at Toptal.
Requirements
Bachelor’s degree is required.
3+ years of previous work experience with finance or accounting responsibilities (accounts receivable, reconciliation, payment processing, purchase orders, etc.).
Experience with accounting systems, such as but not limited to QuickBooks.
Strong analytical skills, with proficiency in Google Sheets/Excel to analyze data, identify trends, and make recommendations.
Highly organized with meticulous attention to detail.
Demonstrated experience providing elite customer service and a positive can-do attitude.
You can manage your time effectively and remain focused when working toward deadlines.
Able to create, improve, and manage process documentation to support efficiency and alignment.
Experience with and passion for working with a technology organization preferred.
Experience working 100% remotely is preferred.
Outstanding written and verbal communication skills.
Ability to work in a fast-paced, rapidly growing company and handle a wide variety of challenges, deadlines, and a diverse array of contacts.
You must be a world-class individual contributor to thrive at Toptal. You will not be here just to tell other people what to do.
Benefits
Participation in a 401(k) retirement plan
Medical insurance
Dental insurance
Vision health insurance
Basic life insurance coverage
Short-term disability coverage
Long-term disability coverage
Access to flexible spending accounts
Access to dependent care accounts
Access to health savings accounts
Access to telehealth virtual doctors
Employee assistance program
Flexible paid time off
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.