Financial Operations Assistant

• Provide support to internal and external customers through the company’s official channels, working closely with the Sales and Customer Success teams
• Execute customers’ monthly billing processes, including requesting and managing purchase orders (POs/FRs or similar) and uploading documents to portals in accordance with established schedules
• Manage customer portals, ensuring that all contractual and financial information is rigorously kept up to date
• Follow up on active support requests, document interaction histories, and manage Accounts Receivable/Billing inquiries
• Continuously manage and organize certificates and supporting documentation
• Provide operational support to the Financial Operations team

• Previous experience in customer service, billing, accounts receivable, or customer-facing financial support
• Experience with Salesforce, including creating and tracking cases
• Excellent written and verbal communication skills, with the ability to interact clearly and courteously with customers and internal stakeholders
• Highly organized, detail-oriented, and able to manage multiple requests and deadlines
• Knowledge of Microsoft Office or Google Workspace, especially Excel/Sheets

• Remote work
• This position is also open to applicants with disabilities