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Financial Assistant
Negotiable Salary
Indeed
Full-time
Onsite
No experience limit
No degree limit
Av. Augusto Franco, 2500 - Getúlio Vargas, Aracaju - SE, 49097-670, Brazil
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Description

We are seeking a highly organized and proactive Financial Assistant to work integrally in customer service, billing, and collections. This professional will be responsible for ensuring the accuracy of financial data, efficiency in the collection process, and excellence in customer support. The role will involve collaboration with the Customer Success, Sales, and Technology departments, using various platforms and tools to maintain the company's financial integrity. **Main responsibilities:** Provide financial support to customers, resolving inquiries and handling requests related to contracts, collections, and billing.Execute monthly billing accurately, ensuring data integrity and adherence to deadlines.Manage and update contracts, including upsell, downsell, and payment link creation.Conduct active collections, updating payments, analyzing reports from the Conexa system, and negotiating overdue accounts with customers.Analyze and maintain updated records, preventing inconsistencies between company systems.Utilize tools such as Google Sheets, Conexa, Active, Zendesk (ZF), JetGo, JetSender, JetTalk, JetStart, Gmail, and Discord.Collaborate with other departments to ensure customer satisfaction and financial process efficiency. **Technical requirements:** High school diploma (Bachelor’s degree or technical course in Administration, Accounting, or related fields is a plus).Proficiency in spreadsheets (Google Sheets/Excel) and financial management systems.Excellent verbal and written communication skills.Ability to work in a team, with attention to detail, agility, and organization. **Behavioral profile:** **Proactivity:** Ability to anticipate demands and seek solutions before issues arise, especially in collection processes and customer service.Attention to Detail: Accuracy in analyzing data, contracts, and financial information, ensuring operational integrity and avoiding errors.Organizational and Time Management Skills: Ability to handle multiple tasks and deadlines simultaneously while maintaining work quality and consistency.Collaboration and Teamwork: Cooperative attitude to interact with Customer Success, Sales, and Technology departments, aiming to achieve common goals. **Minimum Education Level:** High School (Secondary School)

Source:  indeed View original post
João Silva
Indeed · HR

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