Financial Services Specialist

Essential Job Summary

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.

Essential Job Functions

• 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.
• Coincide with payment processors, banks, and internal stakeholders to resolve disputes efficiently.
• Authorized to make decisions on and resolve disputes up to a specific threshold.
• 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.
• 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.

Requirements And Qualifications

• 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.
• 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.

Additional Information

This job description is intended to be an accurate representation of the general functions of the job, rather than an exhaustive list of duties, responsibilities, or experience. Other duties may be assigned, requested, or required. Aspects of the job may be altered without notice.

Interstate Waste Services provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Salary Range Minimum USD $24.00/Hr. Maximum USD $32.00/Hr.