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About the role
Key responsibilities & impact- Review customer data and documentation such as invoices, tax exemption certificates, and financial statements.
- Contact customers on the phone via email to assist them with financial matters.
- Develop leadership skills to help guide team performance, deliver exceptional customer service, and build strong relationships with internal and external teams.
Requirements
What you’ll need- Bachelor’s degree.
- Major in Finance or Accounting required.
- Proficient with Microsoft Office.
- Ability to multitask with strong analytical and problem-solving skills.
- Prior leadership and customer service experience a plus.
Benefits
Comp & perks- Complete health insurance coverage and 401(k) with 6% employer match that starts day one!
- Multiple bonus programs.
- Paid holidays and generous paid time off.
- Tuition Assistance Program that covers professional continuing education.
- On-site café and first-class fitness center with complimentary personal trainers.
- Over four miles of beautifully maintained walking trails.
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial analysisdata reviewdocumentation reviewproblem-solvinganalytical skills
Soft Skills
leadershipcustomer servicemultitaskingcommunicationrelationship building
Certifications
Bachelor’s degree