Source Job

US

  • Provide professional customer support through phone, email, and other communication channels.
  • Maintain accurate customer and financial records and assist with billing, reconciliation, and payment processing.
  • Collaborate with internal teams to resolve customer and operational matters and identify opportunities for improvement.

Communication Organization Microsoft Office CRM

20 jobs similar to Customer Service and Financial Operations Specialist

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Global

  • Provide professional support for customer bookings, inquiries, and service requests.
  • Coordinate and track services from start to finish, maintaining accurate records.
  • Deliver excellent customer experiences and escalate complex issues as needed.

AmazingCo creates unique experiences like mystery picnics and weekend getaways, helping clients worldwide build lasting memories. The company values great service and teamwork, with a growing global staff dedicated to innovation and customer satisfaction.

US

  • Respond to client inquiries and provide timely, professional support
  • Coordinate and manage service-related requests using established processes
  • Maintain organized records of client interactions and support activity

We provide client communications and support coordination services. Our remote team offers a structured, service-focused environment with opportunities for growth and a supportive culture.

US

  • Provide administrative and operational support across various business functions.
  • Respond to customer, client, and vendor inquiries through email, phone, and online platforms.
  • Coordinate schedules, meetings, and maintain accurate business records and databases.

Lovisa LLC is a company that supports daily business operations, administrative functions, and customer communications. They value innovation, collaboration, and exceptional service, and are committed to helping employees grow professionally in a supportive and collaborative team culture.

Global

  • Respond promptly to customer inquiries via phone, email, and chat platforms
  • Assist with booking confirmations, travel changes, and general service questions
  • Resolve customer concerns with professionalism and efficiency

We are a full-service travel planning company dedicated to delivering personalized, seamless vacation experiences for clients worldwide. Our team is supportive and travel-focused, offering a fully remote and flexible work environment with opportunities for growth.

Global

  • Serve as the primary client contact via email, phone, and chat, providing timely and empathetic support.
  • Manage client data in CRM systems, track support KPIs, and generate reports to optimize operations.
  • Troubleshoot inquiries, handle billing questions, and collaborate cross-functionally to resolve issues.

Citiside Property Management handles off-site management for investors with portfolios of homes and multi-unit apartments. They emphasize core values of trust, being a go-getter, and transparency, and operate with a dedicated team.

US

  • Coordinate and support reservation and scheduling requests to ensure a smooth client experience.
  • Maintain accurate records in internal systems and provide timely follow-up to clients.
  • Communicate professionally with clients and collaborate with internal teams for reservation accuracy.

Destination Careers is a company that connects job seekers with opportunities in the travel and hospitality industry, focusing on reservation and client support roles. The company fosters a collaborative and process-driven team environment, providing structured training and ongoing support to its employees.

US

  • Respond to client inquiries and provide timely, professional support
  • Coordinate scheduling, reservations, and service requests accurately
  • Maintain client records and ensure resolution of open requests

Aisles & Abroad is a company focused on the travel, hospitality, and event-related services. The company offers a supportive and collaborative team environment with flexible remote work and opportunities for growth.

US

  • Provide online support for client inquiries related to reservations and scheduling.
  • Assist with coordination of hospitality-related services including accommodations and arrangements.
  • Maintain accurate client records and reservation details in internal systems.

The company provides online hospitality support coordination services. It offers a structured and supportive team environment with training and resources.

US

  • Assist residents, vendors, and property teams via phone, email, and online channels, providing timely and professional solutions.
  • Coordinate and track service requests from start to finish, scheduling appointments and ensuring timely follow-up with internal departments and suppliers.
  • Maintain accurate records, perform data entry, and support administrative tasks while complying with company policies and data privacy standards.

Thrive Communities LLC aims to be the most trusted property management partner by delivering exceptional results and enhancing quality of life for residents. The company values responsibility and cooperation, building communities where residents feel at home and coworkers are inspired to develop their skills, with a growing team.

Global

  • Answer incoming calls from clients in a professional and courteous manner.
  • Follow up with customers regarding inquiries, appointments, and ongoing requests.
  • Prepare and send estimates accurately and in a timely manner.

We are a company providing customer service solutions. We are a supportive team offering long-term remote opportunities and professional growth.

Global

  • Support the Collections Department with daily administrative and customer communication tasks.
  • Contact customers regarding outstanding balances and provide payment follow-ups.
  • Document interactions and update payment status accurately.

SnappyCX is a customer experience company that provides virtual assistant and collections support services. With a remote-first culture, the company values flexibility and professionalism.

US

  • Support the global sales team with contract preparation, order processing, and license distribution.
  • Manage recurring revenue renewals, ensuring accurate invoicing and pricing.
  • Generate reports and coordinate with third-party suppliers for order fulfillment.

Datacor is the leading provider of software solutions for the process manufacturing industry, including ERP, CRM, and simulation tools. They are a mission-driven company passionate about helping customers use data as a competitive advantage.

US

  • Serve as a point of contact for client inquiries and support requests
  • Provide clear communication and maintain accurate records of client interactions
  • Monitor tasks and ensure timely responses and resolutions in a remote setting

Aisles & Abroad is a travel and event-related services company that supports client communications and coordination tasks. They are a small to medium-sized organization with a supportive, collaborative team culture focused on growth and performance.

Global

  • Assist with client reservation and scheduling requests across multiple service categories.
  • Maintain accurate records and communicate professionally via email, phone, or messaging platforms.
  • Provide general customer service support and collaborate with internal teams for smooth client experiences.

Destination Knot is a company that manages reservation and booking coordination services for clients. They operate as a structured, supportive team in a fully remote environment.

  • Respond promptly to customer inquiries via phone, email, and chat, ensuring positive experiences.
  • Resolve complaints by identifying root causes and offering appropriate solutions.
  • Document interactions in CRM and collaborate with internal teams to escalate issues.

The company provides customer service solutions and seeks a customer support representative to join their team. They are an equal opportunity employer committed to fostering an inclusive workplace where all individuals are valued and respected.

  • Answer inbound calls and emails with a professional attitude, adapting communication style to each customer's situation.
  • Resolve billing questions, payments, and account maintenance as the single point of contact for problem-solving.
  • Troubleshoot and guide customers through WEX online platforms and mobile applications while multitasking multiple systems.

WEX is a global commerce platform that helps businesses solve operational complexities like employee benefits, managing fleets, and streamlining payments. With over 6,500 employees, we work with large and small companies in more than 200 countries and territories, tailoring services to meet unique business needs.

  • Provide responsive support for reservation inquiries and service needs.
  • Assist clients with gathering required details for reservations and trip coordination.
  • Maintain accurate client records and update internal systems.

Destination Careers connects customers with reservation and travel coordination services. The company offers a fully remote, flexible work environment with training and ongoing support for its team members.

US

  • Respond promptly and professionally to customer inquiries via phone, email, and chat.
  • Assist customers with order management, troubleshooting, and complaint resolution while documenting interactions in CRM systems.
  • Maintain professionalism, empathy, and compliance with HIPAA and data security standards in a remote call center environment.

SleepRes is a venture-backed medical device startup revolutionizing sleep apnea and sleep-therapy technology. They are a small, agile, mission-driven team preparing for commercial launch of their innovative Kricket APAP device.

US

  • Coordinate scheduling and reservation requests for clients.
  • Maintain accurate client records and communicate professionally via email and phone.
  • Provide general administrative support and ensure service details are accurate.

Deidre provides scheduling and coordination services to enhance client experiences in a remote environment. The company fosters a supportive and collaborative team environment with opportunities for growth.

Canada

  • Handle inbound customer inquiries via phone in English and French, troubleshooting financial software issues.
  • Educate users on product features and identify upsell opportunities to enhance platform value.
  • Apply de-escalation techniques while navigating multiple systems to document interactions accurately.

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