Finance and Customer Support Coordinator (Guadalajara)

Finance and Customer Support Coordinator

Key Responsibilities

• Monitor and triage the shared accounting inbox.
• Respond promptly to customer requests for invoices, statements, and financial documents.

Customer Support

• Provide accurate information or updates regarding invoices, payments, and account statuses.
• Identify when issues require escalation and coordinate with the appropriate team member or manager for resolution.

Collaboration and Communication

• Maintain clear and consistent communication with the finance team about tasks and issues requiring attention.
• Follow up with customers and internal teams to ensure resolution of escalated issues.

Documentation and Reporting

• Keep detailed records of customer interactions and actions taken.
• Assist in maintaining organized digital files of invoices, statements, and other financial documents.

Skills and Qualifications

• Strong written and verbal communication skills.
• Excellent organizational and time management abilities.
• Familiarity with accounting and invoicing processes (experience with QuickBooks Online is a plus).
• Customer service experience, with a professional and approachable demeanor.
• Ability to handle multiple tasks and prioritize effectively.
• Problem‑solving skills and the ability to elevate issues appropriately.

Preferred Experience

• Experience in a similar role in finance, customer support, or a related field.
• Basic understanding of accounting terminology and processes.