Financial Operations Assistant

This is a fully remote position, open to applicants in Brazil.

📋 Description

• Assist both internal and external customers via the company's official channels, collaborating closely with the Sales and Customer Success teams.

• Implement monthly billing processes for customers, which includes requesting and overseeing purchase orders (POs/FRs or similar) and uploading relevant documents to portals according to set schedules.

• Oversee customer portals, ensuring that all contractual and financial details are meticulously maintained and current.

• Follow up on ongoing support requests, document interaction histories, and handle Accounts Receivable/Billing inquiries.

• Consistently manage and organize certificates along with supporting documentation.

• Offer operational assistance to the Financial Operations team.

⛳️ Requirements

• Prior experience in customer service, billing, accounts receivable, or customer-facing financial support roles.

• Familiarity with Salesforce, including the ability to create and monitor cases.

• Outstanding written and verbal communication skills, with the capability to engage clearly and courteously with customers and internal stakeholders.

• Highly organized, detail-oriented, and adept at managing multiple requests and deadlines.

• Proficient in Microsoft Office or Google Workspace, particularly Excel/Sheets.

🏝️ Benefits

• Remote work.

• This position is also open to applicants with disabilities.