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Financial Customer Support Analyst

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Prompt

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Location:

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Category:
Finance

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Contract Type:
Not provided

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Salary:

55000.00 - 65000.00 USD / Year
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Job Description:

This role is the backbone of our customer experience, bridging the gap between technical support and financial operations. You will be responsible for managing the end-to-end customer journey in Help Scout, overseeing Accounts Receivable workflows, and ensuring our billing processes maintain the highest standards of accuracy.

Job Responsibility:

  • Manage Help Scout and Accounts Receivable processes from start to finish
  • Develop saved replies, custom workflows, and automations
  • Execute invoicing processes with extreme precision
  • Act as a diplomat for the brand, handling tense interpersonal situations
  • Explain complex financial or technical topics to customers
  • Partner with Sales and Success teams to handle customer education and support
  • Proactively identify patterns in support tickets to scope issues, triage outages, and develop training materials

Requirements:

  • Bachelor’s degree in Business, Finance, or a related field
  • 2+ years of experience in Customer Support, Accounts Receivable, and or Billing
  • Excellent written and verbal communication skills
  • Developed Excel/Google Sheets skills
  • Exposure to NetSuite or QuickBooks
  • Resourcefulness/Problem Solving
What we offer:
  • Competitive salaries
  • Remote/hybrid environment
  • Potential equity compensation for outstanding performance
  • Flexible PTO
  • Company-wide sponsored lunches
  • Company paid disability and life insurance benefits
  • Company paid family and medical leave
  • Medical, dental, and vision insurance benefits
  • Discounted pet insurance
  • FSA/DCA and commuter benefits
  • 401k
  • Complimentary subscription to digital fitness classes and wellness content
  • Recovery suite at HQ – includes a cold plunge, sauna, and shower

Additional Information:

Job Posted:
February 21, 2026

Employment Type:
Fulltime
Work Type:
Remote work
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