Investment Specialist jobs in Nashua, NH

Rightworks offers the only intelligent cloud purpose-built for accounting firms and professionals. Backed by award-winning around-the-clock US-based support, our fully managed IT and applications ensure customers have secure, reliable, on-demand access to their technology. We provide a curated software ecosystem that simplifies the complexity of running an accounting firm or small business, supported by a community of thought leaders, peer networks, and educational resources. Our success is made possible by leveraging decades of specialized experience in leading accounting firms and technology companies. Thousands of Firms and SMBs count on us to run their business every day.

We have a great team, we’re growing fast, and have a winning culture based on innovation, teamwork, and mutual respect.

Job Overview

We are looking for a Billing Specialist to join our corporate Finance team. Billing Specialists are Rightworks’ first point of customer contact for all billing inquiries. Successful Billing Specialists excel at handling high customer call volume, providing excellent customer service, and resolving client billing issues. Billing Specialists also work with the team to generate invoices, coordinate invoice approvals, process invoice adjustments, and provide invoicing support.

This is a remote work position with a heavy focus on inbound call handling for the first 90 days.

Primary responsibilities

• Answer inbound customer calls in a timely manner
• Provide excellent customer service to inbound and outbound calls
• Assist with customer billing inquiries

Additional responsibilities

• Generate, edit, and send out customer invoices, as needed
• Comply with client requests related to invoices
• Book credits and adjustments related to invoices
• Provide excellent internal and external customer service
• Process electronic billing invoices and resolve errors for successful invoice uploading
• Contribute to ad-hoc projects in support of the Billing and Collections Manager

Requirements

• Demonstrable knowledge of Rightworks’ products and services
• 6 months of high-volume call center experience preferred
• Exceptional written and verbal communication skills
• Strong customer service skills with a desire to provide an excellent customer billing experience
• Strong problem solving and analytical skills
• Outstanding organizational skills and extreme attention to detail
• Ability to work collaboratively with multiple departments across the organization
• Positive attitude and a strong desire to contribute as an essential member of the team

Benefits

To provide best-in-class solutions, we need a best-in-class team. We offer competitive salaries to recruit the best talent. We provide company paid short and long-term disability insurance, life insurance and a generous 401K match. We offer highly affordable medical, dental, vision coverage, and many other valuable benefits. We offer a generous PTO bank, and numerous paid holidays, affording you the time to be there for what is important in your life. We encourage giving back to our communities by providing volunteer paid time off. We are proud to be an Equal Opportunity Employer!

This job description may not be inclusive of all assigned duties, responsibilities, or aspects of the job described, and may be amended at any time at the sole discretion of the employer.