What are the responsibilities and job description for the Financial Customer Support Specialist position at Renewal by Andersen – The Birner Group?
Renewal by Andersen, a proud subsidiary of the pioneering Andersen Corporation, invites you to be part of our legacy in transforming the window and door industry. Since 1903, we’ve led the market with our renowned, energy-saving windows, expertly installed to ensure peak performance. With a presence in over 100 U.S. markets, we stand as the nation’s premier window and door replacement enterprise.
We are seeking a highly organized and detail-oriented Financial Customer Support Specialist to support our finance team. The ideal candidate will be responsible for managing sales orders, project statuses, and ensuring the accuracy of financial transactions. This role requires a blend of skills in customer service, sales support, and financial management.
Responsibilities:
We are seeking a highly organized and detail-oriented Financial Customer Support Specialist to support our finance team. The ideal candidate will be responsible for managing sales orders, project statuses, and ensuring the accuracy of financial transactions. This role requires a blend of skills in customer service, sales support, and financial management.
Responsibilities:
- Process sales orders and ensure data accuracy in orders and invoices.
- Input, maintain, and update sales and customer records.
- Work closely with our Sales and Operations team daily.
- Liaise with Sales Consultants to ensure accurate paperwork and communicate important feedback from customers internally.
- Work alongside our loan vendor to keep customer accounts up to date.
- Assist customers with finance related questions and provide financing status updates.
- Contribute to earn a customer rating of at least 85% through thorough communication.
- Proven work experience as a Sales Administrator, Finance Administrator, or similar role.
- Strong communication skills, with experience in handling customer queries and concerns over the phone, ensuring a high level of customer service and satisfaction.
- Hands-on experience with CRM software and/or accounting software.
- Excellent organizational and multitasking skills, with the ability to work under pressure.
- A team player with a high level of dedication and the ability to maintain confidentiality.
- Health Coverage: Medical/Dental/Vision/Life Insurance
- Financial Wellness: Contributions to Health Savings Account, 401K plan, and MONTHLY bonus potential
- Work-Life Balance: Paid holidays, PTO, and a supportive culture that values balance
- Employee Discounts: Special product pricing for employees
- Collaborative Environment: A collaborative and efficient work environment
