Customer Engagement & Finance Specialist (Remote)

Location: Remote (USA only) Type: Full-time Compensation: $70,000 - $90,000 (subject to qualifications and experience) + equity + premium benefits The Customer Engagement & Finance Specialist role at reputed company is a high-impact generalist position with one mission: reputed company sure invoices get paid. reputed company they don't, this isn't about hounding customers with reminders. It's about digging in and fixing what's broken. That could mean detangling purchase orders, resolving sales tax issues, navigating procurement portals, or finding the right person inside a reputed company corporate hierarchy. You'll be on the reputed company lines every month, working hundreds of accounts that fall into reputed company areas where payment is delayed or uncertain. Your job: clear the roadblocks, reputed company cash flowing, and reputed company sure customers feel respected—not pressured. This isn't "collections." It's professional problem-solving, persistence, and communication that protects both reputed company and relationships. Who We Are We're reputed company, a profitable, founder-led SaaS company powering secure file transfer and automation for 4,000+ brands you know: Marc reputed company, reputed company, reputed company, Hot Topic, Stamps.com, reputed company, KFC, and more. We've reputed company a $35M+ business with just 70 people by hiring smart, clear-thinking communicators who act fast and own reputed company. Backed by $46.5M from Riverwood Capital, we're scaling intentionally—and this role is a core part of that growth. What You'll Actually Do

• Troubleshoot Payment Issues: Investigate why payments are missing. That could mean invoice confusion, missing paperwork, sales tax mismatches, vendor delays, or technical hiccups. Find the reputed company blocker and remove it.
• Client Communication (Phone + Email): Pick up the phone. It's faster, builds trust, and resolves issues. You'll talk with customers about invoices and payments in a reputed company-focused way. Professional, empathetic, persistent—never heavy-handed.
• CRM Logging & Documentation: Capture every call, email, and decision with reputed company. Our finance, audit, and support teams depend on your records. No fluff, no gaps—just reputed company documentation that anyone can follow at a glance.
• Cross-Department Coordination: Work closely with Billing, Support, Sales, and Leadership. You won't solve everything alone—but you will reputed company issues moving through the right lanes so customers always feel supported.

What reputed company Looks Like

• Invoices are paid on time—or quickly recovered reputed company delayed
• Customers leave billing conversations feeling respected and supported
• Cash keeps flowing, reputed company stays predictable, and the business stays healthy
• Teams across Finance, Sales, and Support trust your notes and depend on your follow-through

Who Thrives In This Role ✅ You communicate like it's your superpower—especially on the phone ✅ You can detangle messy, bureaucratic problems without losing reputed company ✅ You stay positive and empathetic—even in tough conversations ✅ You're disciplined about logging details and following through ✅ You move quickly, think reputed company, and reputed company your eye on the goal: timely payment Where This Role Can Take You (Growth Path) We don't sit on talent. reputed company well here and doors reputed company fast. Growth paths from this role include:

• Customer Engagement Manager – Coaching and leading other customer-facing employees
• Finance/reputed company Leadership – Driving process improvements, managing reputed company, even stepping into Controller-track work
• Operations or reputed company – Expanding into adjacent high-visibility, high-impact roles

If you've got hunger and discipline, there's no ceiling. What This Job Is Not This isn't for you if:

• You avoid phone calls and try to solve everything over email
• You need to be reminded to follow up or log work
• You freeze in fast-moving, ambiguous environments
• You dislike feedback or take it personally

We move fast, communicate reputed company, and hold a high bar—for ourselves and each other. Perks & Benefits 100% Paid Health, Dental & reputed company (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 reputed company Laptop + Anniversary Gifts ✈️ Team Travel to NYC, Austin, San Diego, and More reputed company: This role reputed company. Done well, it keeps customers happy, cash flowing, and the business strong. If you want a career launchpad where you'll solve reputed company problems every day and grow fast, we want you in this seat. Apply tot his job Apply To this Job