Customer Service and Financial Operations Specialist

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🔥 2 minutes ago

☕ Washington – Remote

☕ Washington – Remote

💵 $28 - $35 / hour

⏰ Full Time

🟡 Mid-level

🟠 Senior

💝 Customer Support

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Dropbox DocSend

WebsiteLinkedInAll Job Openings

51 - 200 employees

☁️ SaaS

🏢 Enterprise

🔐 Security

SaaS • Enterprise • Security

Dropbox DocSend is a secure document sharing platform that provides users with real-time control and insights over their shared files. It simplifies the process of managing, sharing, and tracking important documents by allowing links to be sent instead of bulky attachments. The platform is trusted by over 34,000 companies globally and offers features like file download control, real-time intelligence, and dynamic watermarking. Dropbox DocSend is particularly useful for board communications, fundraising, investment management, media sales, and professional services. With the capability to update files after sharing and access detailed analytics, it helps users remain organized and informed, ultimately increasing efficiency and security in document sharing.

📋 Description

• 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.

🎯 Requirements

• 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)