Customer Engagement & Finance Specialist

Summary

Join Files.com, a successful SaaS company, as a Customer Finance professional. This high-impact role blends customer success, revenue generation, and trust building. You will directly interact with clients, resolving outstanding invoices, building rapport, and preventing service disruptions. Maintain accurate records, improve payment processes, and collaborate with cross-functional teams. Success in this role ensures smooth revenue flow, satisfied customers, and efficient internal operations. This is a fast-paced environment where clear communication, problem-solving skills, and a commitment to excellence are essential. Growth opportunities within the company are available for high-performing individuals.

Requirements

• You communicate like it’s your superpower
• You’re allergic to sloppiness and dropped balls
• You lead with empathy, but don’t shy away from hard truths
• You’re AI-fluent—or ready to learn FAST
• You want feedback, and you actually use it
• You move quickly, think clearly, and write like a pro

Responsibilities

• Regularly speak with customers (yes, on the phone!) to resolve outstanding invoices
• Ask great questions, build rapport, and create action plans both sides can commit to
• Be professional and empathetic—even when the convo is tough
• Maintain clear, accurate records of all customer comms and decisions
• Log every call, every update, every plan—accurately and consistently
• Help improve the way we collect, communicate, and track payments over time
• Work closely with Billing to fix errors and close gaps
• Know when to bring in Sales, Support, or Leadership for help
• Be the person who connects the dots—because no one else sees what you do
• Remove Customer Payment Barriers
• Help customers solve why they haven’t paid—not just that they haven’t
• Prevent service disruptions before they happen
• Focus on customer success first—collections second

Benefits

• 100% Paid Health, Dental & Vision (75% for family)
• 401(k) with 4% Company Match
• Equity Grants for Every Employee
• Paid Parental Leave
• 20 PTO Days + 11 Holidays + Full Company Winter Break
• $1,000 Signing Bonus + Modern Apple Laptop + Anniversary Gifts
• Team Travel to NYC, Austin, San Diego, and More