Assistente de Operações Financeiras

Accountabilities: Provide support to internal and external customers through official communication channels, working closely with Sales and Customer Success teams.

Execute monthly customer billing routines, including requesting and managing purchase orders (POs/FRS or similar) and submitting required documents through customer portals according to established timelines.

Manage customer portals, ensuring contractual and financial information remains accurate, complete, and up to date.

Follow up on active customer requests, maintain detailed service histories, and track Accounts Receivable and Billing-related demands.

Organize and continuously maintain certificates, supporting documentation, and proof of required information.

Provide operational support to the broader financial operations team and contribute to the timely resolution of customer and billing-related issues.

Requirements

Previous experience in customer service, billing, accounts receivable, or financial support for customers.

Hands-on experience with Salesforce, particularly for creating and tracking cases or service requests.

Excellent written and verbal communication skills, with the ability to interact clearly and professionally with customers and internal stakeholders.

Strong organizational skills, attention to detail, and the ability to manage multiple requests, priorities, and deadlines simultaneously.

Knowledge of Microsoft Office or Google Workspace, particularly Excel or spreadsheets.

Proactive, customer-oriented mindset with a strong focus on accuracy, responsiveness, and problem resolution.

Benefits

Full-time employment.

Fully remote work model.

Opportunity to work across financial operations, billing, accounts receivable, and customer support activities.

Direct collaboration with Sales, Customer Success, and other internal stakeholders.

Opportunity to develop experience with Salesforce and customer financial operations.

Position open to people with disabilities (PwD).

How Jobgether works: We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team. We appreciate your interest and wish you the best!  Why Apply Through Jobgether? 

Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.

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