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XTN-2AC3526 | FINANCE CUSTOMER SUPPORT ANALYST

Role overview

Qualifications

  • 5 years of experience in finance, banking and customer support roles
  • Sound understanding of the accounting process
  • Strong Ticket Management / Case Management Experience (e.g. Zendesk, SFDC Service Cloud)
  • Advanced excel competency (pivot, macro)

Responsibilities

  • Manage complex tickets and cases escalated to the analysts supporting Quote To Cash/Order To Cash
  • Receive cases and requests from various stakeholders
  • Respond to customer queries and engage in calls with customers and internal teams
  • Maintain customer accounts, including updates and ensuring account accuracy

Key facts

Other skills

  • Microsoft Excel
  • Communication
  • Problem Solving
  • Teamwork

About the company

KMC Solutions logo

KMC Solutions

Outsourcing & Offshoring

The #1 flexible office space and fastest-growing EOR provider inΒ theΒ Philippines #DefyLimits πŸš€

Company details

Company typeLarge
IndustryOutsourcing & Offshoring
Company size1001 - 5000

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Job description

We are urgently hiring for an Analyst to join our Finance Customer Support team, overseeing queries from our clients and internal stakeholders.

  • Health Insurance/HMO 
  • Enjoy unlimited MadMax Coffee
  • Diverse learning & growth opportunities
  • Accessible Cloud HR platform (Sprout)
  • Above standard leaves
  • Php 2k internet reimbursement on top of allowance/s

This role will primarily manage complex tickets and cases escalated the analysts supporting Quote To Cash/Order To Cash split of the finance and accounting team. 

  • Receive cases and requests from various stakeholders.
  • Respond to the queries of the customers thru cases and internal stakeholders. Engages in calls with customers and internal teams op address questions and concerns in a more efficient manner.
  • Triage the concerns, conduct action to resolve and may need to reach out to internal teams for resolution.
  • Manage the regular queue of the cases, cases and tasks should there be no escalated concerns. β€’
  • Work closely with the Senior Analysts, Supervisor, Manager – Finance Customer Support in the Revenue Accounting scope.
  • Report directly to the Supervisor for service delivery.
  • Maintain customer accounts, including updates, adjustments, and ensuring account accuracy from all relevant portals and tool.
  • 5 years of experience of finance, banking and customer supporting roles.
  • Has sound understanding of the accounting process.
  • With relevant exposure of the end to end scope of OTC/QTC
  • Strong Ticket Management / Case Management Experience (e.g. Zendesk, SFDC Service Cloud / Case Module or similar Customer Support Ticketing Software) Possesses strong grasp of knowledge between internal teams of OTC/QRC. Advanced excel competency (pivot, macro).
  • Able to interpret financial statements
  • Exposure to bank letters, W9, W8 Ben, SEC and similar
  • Zendesk, Service Cloud, Service Now relevant exposure
  • Has adequate knowledge of invoicing, credit and debit transactions.
  • With relevant telephony/dialer expertise to manage customer concerns.

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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