Financial Services Specialist

Interstate Waste Services•Teaneck Township, NJ

2d•$24 - $32

About The Position

The Financial Services Specialist serves as a primary point of contact for customers regarding billing, accounts receivable, and payment-related inquiries. This role is responsible for resolving financial issues in real time, maintaining accurate account records, supporting cash flow objectives, and ensuring a high level of customer satisfaction. The position partners cross-functionally with Operations, Billing, Credit, AR, and Sales to resolve complex service-related billing matters unique to waste management operations.

Requirements

2+ years of experience in corporate billing, accounts receivable, collections, or finance-related customer support
Solid understanding of billing, AR, and payment processes in a corporate finance environment
Experience handling customer inquiries via phone and email in a professional setting
Demonstrated ability to independently resolve customer issues while adhering to policy
Strong analytical, problem-solving, and decision-making skills
Excellent verbal and written communication skills
Proficiency in Microsoft Office applications and financial/accounting systems.

Nice To Haves

Experience in waste management, utilities, environmental services, or logistics industries preferred
Experience handling credit card chargebacks and payment disputes preferred
Experience with Tower, billing, or other accounting systems preferred
Experience with call handling and payment portals such as Vonage, Avaya, and BillTrust preferred

Responsibilities

Handle inbound customer calls and emails related to invoice questions, service-related billing discrepancies, past-due balances, payment plans, and payment processing issues.
Own customer issues from initial contact through resolution, with authority to resolve issues in real time
Clearly explain charges, services, adjustments, and payment options to customers
Maintain a strong focus on resolving issues on the first call whenever possible
Oversee high-value national, regional, and broker accounts
Participate in customer business reviews to present financial trends
Partner cross-functionally to resolve root cause process or systemic issues
Establish or recommend best practices or efficient processes as necessary
Review invoices, account statements, service charges, and transaction history
Apply payments, credits, write-offs, and adjustments in accordance with company policy
Establish, modify, and monitor payment plans while balancing customer needs and corporate credit policies
Partner with internal teams (Operations, Billing, AR, Credit, and Sales) to resolve complex service- or route-related billing issues common to waste management operations
Investigate and manage credit card chargebacks and payment disputes
Coordinate with payment processors, banks, and internal stakeholders to resolve disputes efficiently
Authorized to make decisions on and resolve disputes up to a specific threshold
Maintain thorough documentation and supporting evidence for dispute cases
Accurately document all customer interactions, actions taken, and resolutions in financial and operational systems
Ensure compliance with internal controls, audit requirements, and regulatory standards
Identify recurring billing or payment issues and recommend process improvements to leadership
Resolve customer / accounts receivable issues
Participate in customer business reviews to present financial trends.
Partner cross-functionally to resolve systemic issues
Successfully resolve customer issues during the initial interaction
Customer satisfaction related to billing and payment inquiries
Accuracy and timeliness of account updates and payment application
Reduction in escalations and rework related to billing and AR issues
During periods of lower inquiry volume, support core finance operations including accounts receivable follow up, billing review, cash application, collections activities, and payment reconciliation based on business needs and individual experience.