Informed K12
Customer Service and Financial Operations Specialist
Edtech.com's Summary
- Provide customer support through phone, email, and other communication channels.
- Resolve account inquiries and process invoices, payments, and financial transactions.
- Maintain accurate customer and financial records and assist with billing and reconciliation.
- Collaborate with internal teams to address customer and operational matters.
- Ensure compliance with company policies and confidentiality standards.
- Identify improvements for customer satisfaction and operational efficiency.
- Excellent verbal and written communication skills required.
- Strong organizational skills and ability to manage multiple priorities remotely.
- Proficiency with Microsoft Office and web-based business applications; CRM or financial software experience is a plus.
- Competitive hourly pay of $28–$35 with medical, dental, vision insurance, 401(k) match, paid time off, and remote work flexibility.
Customer Service and Financial Operations Specialist Full Description
Position Overview
We are seeking a Customer Service and Financial Operations Specialist to support customer experience and day to day financial operations in a fully remote environment. This role is ideal for a detail oriented professional who enjoys assisting customers, maintaining accurate records, and contributing to efficient business operations. The successful candidate will demonstrate excellent communication skills, strong organizational abilities, and a commitment to delivering exceptional service.
Key Responsibilities
- Provide professional customer support through phone, email, and other communication channels.
- Respond to customer inquiries and resolve account related issues promptly and accurately.
- Process invoices, payments, account updates, and financial transactions.
- Maintain accurate customer and financial records.
- Assist with billing, reconciliation, and payment processing activities.
- Collaborate with internal teams to resolve customer and operational matters.
- Ensure compliance with company policies and confidentiality standards.
- Identify opportunities to improve customer satisfaction and operational efficiency.
- Perform additional administrative and operational duties as needed.
Qualifications
- Excellent verbal and written communication skills.
- Strong organizational skills with exceptional attention to detail.
- Ability to manage multiple priorities in a remote work environment.
- Proficiency with Microsoft Office and web based business applications.
- Experience with CRM systems or financial software is an advantage.
- Professional, dependable, and committed to maintaining confidentiality.
Benefits
- Competitive hourly compensation
- Medical, dental, and vision insurance
- 401(k) with company match
- Paid time off and paid holidays
- Flexible remote work
- Paid training and career development
- Employee Assistance Program (EAP)
We are committed to maintaining an inclusive workplace and providing equal employment opportunities to all qualified applicants without regard to any protected characteristic under applicable law.
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