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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in customer service and billing processes, with a strong focus on managing accounts receivable and providing operational support. Proficient in Salesforce and adept at maintaining accurate financial documentation and communication with stakeholders.
Highest-signal resume keywords
Customer Service ExperienceAccounts Receivable ManagementSalesforce ProficiencyExcellent Communication SkillsOrganizational Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Billing ProcessesPurchase Order ManagementDocument ManagementFinancial SupportAccounts Receivable
Soft Skills
Detail-OrientedCourteous InteractionMulti-Tasking
Tools & Technologies
SalesforceMicrosoft OfficeGoogle WorkspaceExcelGoogle Sheets
About the role
Key responsibilities & impact- 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
Requirements
What you’ll need- 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
Benefits
Comp & perks- Remote work
- This position is also open to applicants with disabilities
