What are the responsibilities and job description for the CUSTOMER ENGAGEMENT & FINANCE SPECIALIST position at Files.com?
About Files.com
Files.com is an enterprise secure file transfer & automation app with over 4,000 paying business customers, including Target, Canonical, UPS, Leica, DirecTV, GoPro, Marriott, and more.
Files.com was bootstrapped by our founder and has been profitable since its founding in 2010. We raised $46.5 million of growth equity from Silicon Valley-based Riverwood Capital to accelerate our growth.
Location : Scottsdale, AZ (Old Town)
Competitive benefits and salary
Paid, In-House Training : We'll provide the solution training you'll need.
Big Company Benefits : You'll get full Health / Dental / Vision Insurance coverage (plus 75% of Spouse / Family coverage too), 401(k) with generous matching, 11 Company Holidays per year, and 20 PTO / Vacation days, plus we give employees off for Winter Break at the end of the year!
Corporate Laptop and $1,000 : Upon signing, we'll provide you a contemporary Apple laptop as well as $1,000 bonus.
Incredible Travel Opportunities : We bring our team together for regular in-person meetings to ensure that you build real relationships that will outlast your time at the company. These meetings are in cities around the US, including Scottsdale, Austin, Orlando, New Orleans, San Diego, Las Vegas, and New York City.
Awesome Office Atmosphere
Our Scottsdale office is located in the heart of Old Town Scottsdale. We have a gorgeous spacious office with huge windows (), free drinks, craft coffee (), and free catered breakfast every day from local restaurants.
That's right : Free Breakfast Every Day!
Our Old Town location gives you direct access to the most amazing lunch and happy hour spots.
About the Customer Engagement & Finance Specialist Role
Files.com is experiencing rapid growth, and we're looking for an organized and driven Customer Engagement & Finance Specialist to join our team. This role is essential in managing collections, streamlining processes, and ensuring timely payments from clients-directly contributing to our financial health. If you're detail-oriented, process-driven, and customer-focused, we'd love to hear from you.
In this role, you will be :
- Client Communication & Relationship Management : Regularly engage with clients on calls to address outstanding invoices and ensure timely payment. You'll play a key role in managing and nurturing these relationships diplomatically.
- Process Improvement : Continuously assess the process and recommend improvements to enhance efficiency and reduce the need for escalations. Your goal will be to streamline workflows and minimize payment delays.
- Documentation & Process Tracking : Maintain detailed records of all client interactions and collections activities. Ensure accurate documentation for future tracking, audits, and reporting purposes. You will help refine these processes over time.
- Database Management : Keep the CRM and accounts database up to date with every client interaction. This includes ensuring that all data is current, accurate, and comprehensive to track progress and support audits.
- Escalation Management : Understand when a collection issue requires escalation to another team or department. Know who to contact, and when, to ensure timely resolution and avoid delays in payments.
- Cross-Functional Collaboration : Work closely with the billing team to resolve discrepancies and route customers, other departments that will best support the client.
- Customer Payment Barriers : Actively identify and remove obstacles that prevent customers from making payments. This person is critical to ensure we are supporting our clients rather than making collections calls. You'll help ensure no lockouts or disruptions in service occur due to unpaid invoices.
About You :
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