Finance and Customer Service Coordinator

Summary

Join the remote world as a Finance and Customer Service Coordinator VA (Bilingual) with 20four7VA, providing business support services in English and Spanish. The role requires junior-level experience, strong organizational skills, and excellent communication skills.

Requirements

• Proven experience in an administrative or similar role
• Strong organizational and multitasking skills
• Excellent written and verbal communication skills
• Familiarity with NolaPro and ExpensePoint is a plus, but not necessary (training will be provided)
• Attention to detail and accuracy in financial record-keeping
• Ability to work independently and as part of a team
• Customer-focused with the ability to handle inquiries professionally

Responsibilities

• Prepare and send quotations to potential clients
• Maintain accurate records of all quotations sent and received
• Generate and send invoices to clients
• Ensure timely payment of invoices by following up with clients
• Handle any invoice discrepancies and resolve billing issues
• Maintain accurate and up-to-date financial records
• Record all financial transactions, including sales, expenses, and payments
• Reconcile bank statements and manage accounts payable/receivable
• Assist in preparing financial reports and statements
• Respond to customer inquiries and provide support via email
• Address customer concerns and resolve issues promptly
• Maintain a high level of customer satisfaction by providing timely and effective support
• Handle inbound calls from clients, addressing their inquiries and providing information as needed
• Make outbound calls to follow up on quotations, invoices, and other customer-related matters
• Maintain detailed records of all call interactions in the CRM system
• Provide exceptional customer service over the phone, ensuring customer satisfaction

Benefits

• Competitive rates
• Weekly payments
• Annual rate increase (based on performance)
• Paid time off
• Paid holidays