Finance Customer Success Specialist

Finance Customer Success Specialist

Department: Finance

Employment Type: Full Time

Location: Canada - Remote

Compensation: $45,000 - $55,000 / year

Description

Who We are:
At Wagepoint, we’re good people. Sure, maybe we’re biased. But that’s only because Wagepointers bring the best versions of ourselves to do some of the best work in our careers.
We’re an authentic team who bring our diverse backgrounds, ideas, experiences and cultures together to make payroll magic. Speaking of, we “pull rabbits out of hats” for thousands of small business owners across the US and Canada who rely on our payroll software to pay their employees and process their payroll taxes. And we’re just getting started.
We’re growing and looking for more awesome people to join our merry band of misfits. We are looking for people who share our understanding that when it comes to our commitment to our customers: we mean business. Especially given that the consequences of getting payroll wrong can sometimes be dire.
If you are the kind of person who has always wanted to make a difference and be heard at work, Wagepoint will give you plenty of opportunity to do just that.
The Role at High Level: We’re looking for a talented Finance Customer Success Specialist who doesn’t shy away from tackling financial processes and customer support in the areas of money movement and risk management. You will report directly to our Money Movement team lead and will be responsible for overseeing daily client payment transactions, assessing risk, managing non-sufficient funds (NSF) situations, and providing exceptional customer service. You will report directly to our Finance Operations Manager.

What You'll Be Expected To Own:

• Oversee daily money movement (Pre-Authorized Debits and Payments) ensuring timely and accurate client payment processing.
• Monitor NSF situations, notify clients, and track for repeated occurrences.
• Assess bad debt cases and coordinate with collections.
• Manage and process client requests, including pay date changes and wire transfers.
• Support the Risk team in fraud investigations by compiling transaction histories and providing documentation.
• Review daily bank files, identifying and flagging potential risks.
• Resolve rejected employee deposits efficiently.
• Provide customer support for any issues related to money movement.
• Reconcile daily cash balances against client liabilities to ensure financial accuracy.
• Assist with daily and monthly reconciliations and other accounting-related projects as required. 

What You Bring To The Table:

• High school diploma; CPA designation is a plus.
• Experience in treasury, banking, or account reconciliation.
• Strong communication and organizational skills.
• Ability to work well under pressure with excellent problem-solving skills.
• Proficient in Excel and other financial tools.

Bonus points if:

• You have experience in fraud prevention or financial risk management.
• You’ve worked in customer service in a financial or technical environment.

What We Bring To The Table:

• Impact: Roll up your sleeves and directly contribute to the growth and success of Wagepoint by shaping our workforce.
• Culture: The opportunity to work with the world’s friendliest team, solving interesting problems together with an endless amount of laughter (We work hard, but we always have time for a bad joke or two).
• Growth: Opportunities for professional development and career advancement - we are always, always learning with a growth oriented mindset.
• Innovation: Work in an environment that encourages creativity and new ideas.
• Remote: The ability to work from home, forever! Wagepoint is a remote company, so you don’t have to worry about commuting to an office. Plus, more time with your pets is always a bonus!

Ready to embark on an exciting journey with us? Apply now and help us build the future of Wagepoint! Apply