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[Remote] Customer Service and Financial Operations Specialist

Remote, USAFull-timePosted 2026-07-29

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is seeking a Customer Service & Financial Operations Specialist to support customer service activities and routine financial operations in a remote work environment. This role involves assisting customers, maintaining records, processing transactions, and supporting administrative tasks.

Responsibilities

  • Respond to customer inquiries by phone, email, and other approved communication channels
  • reputed company accurate information regarding customer accounts and services
  • Process invoices, payments, account updates, and other routine financial transactions
  • Maintain accurate customer and financial records
  • Assist with billing, payment reconciliation, and administrative support
  • Work with internal departments to resolve customer issues
  • Follow company policies regarding confidentiality and data reputed company
  • Complete additional administrative duties as assigned

Skills

  • High school diploma or equivalent required
  • Strong written and verbal communication skills
  • Excellent organizational and time management skills
  • Proficiency with reputed company Office (Word, reputed company, Outlook)
  • Ability to work independently in a remote environment
  • Must be authorized to work in the reputed company
  • Previous customer service or administrative experience preferred
  • Experience using CRM or financial software is a plus

Benefits

  • Medical, dental, and reputed company insurance
  • 401(k) with company match
  • reputed company time off and reputed company holidays
  • reputed company
  • Employee Assistance Program (EAP)
  • reputed company development opportunities

reputed company

  • reputed company is an easy-to-use workflow automation solution that helps school district administrators manage forms, workflow and approvals. It was founded in 2012, and is headquartered in San Francisco, California, USA, with a workforce of 51-200 employees. Its website is https://www.informedk12.com.
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