The Financial Care Specialist manages follow up of Smartsheet Customer Care team inbound Customer service ticket queries, phone calls, and voicemails. You will be the first line of interaction with all Finance queries regarding Smartsheet. The Customer Care Specialist helps with customer questions, employee inquiries, and other assignments.
In 2005, Smartsheet was founded on the idea that teams and millions of people worldwide deserve a better way to deliver their very best work. Today, we deliver a leading cloud-based platform for work execution, empowering organizations to plan, capture, track, automate, and report on work at scale, resulting in more efficient processes and better business outcomes.
You will report to our Supervisor of FinCare located in Costa Rica.
You Will:
Research, respond to and resolve inquiries from our Customers within 48 hours of receiving the inquiry, prioritizing based on the customer impact.
Answer Customer payment and invoice questions.
Assist Customers with desired changes to their account.
Assist Smartsheet Employees with questions, and problems.
Provide for a great Smartsheet Customer experience.
Resolve difficult or complicated challenges diplomatically to best assist the Customer and Smartsheet.
Quality of work to include timeliness, completeness, and accuracy.
Other tasks as assigned.
You Have:
High School Diploma/GED required.
Experience with Service Ticket/Case systems.
Experience with ERP systems.
Experience with Data Entry.
1+ years of Customer Service experience.
Excellent verbal and telephone skills.
Ability to type 50+ words per minute with high accuracy.
Regular and predictable attendance record.
Perks & Benefits:
Fully paid Health & Life insurance for full-time employees and family members
Monthly stipend to support your work and productivity
12 days paid Vacation + Flexible Time Away Program
20 weeks fully paid Maternity Leave
12 weeks fully paid Paternity/Adoption Leave
Personal paid Volunteer Day to support our community
Opportunities for professional growth and development including access to LinkedIn Learning online courses
Company Funded Perks including a counseling membership and your own personal Smartsheet account
Teleworking options from any registered location in Costa Rica (role specific)
Equal Opportunity Employer:
Smartsheet is an Equal Opportunity Employer committed to encouraging an inclusive environment with the best employees. We provide employment opportunities without regard to any legally protected status following applicable laws in the US, UK, Australia, Costa Rica and Germany. If there are preparations we can make to help ensure you have a comfortable and positive interview experience, please let us know.
At Smartsheet, we build an inclusive environment that encourages and supports the diverse voices of our team members who also represent the diverse needs of our customers. We're looking for people who are driven, authentic, supportive, effective, and honest. You're encouraged to apply even if your experience doesn't precisely match our job description—if your career path has been nontraditional, to set you apart. At Smartsheet, we welcome diverse perspectives and people who aren't afraid to be creative—join us!
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