Key skills
Leadership
About this role
Role Overview
- 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
- 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
- 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.