NEOGOV · 4 months ago
CUSTOMER SERVICES SPECIALIST (FINANCE)
NEOGOV is a company that focuses on providing effective customer service solutions. The Customer Services Specialist (Finance) role involves acting as an intermediary between the Financial Services Business Supervisor and customers, handling difficult inquiries, processing vendor invoices, and managing delinquent accounts.
GovTechHuman ResourcesInformation TechnologySoftware
Responsibilities
Working independently acts as an intermediary between the Financial Services Business Supervisor and the customer by handling difficult inquiries and accounts via telephone and in person
Utilizes the billing software, communicates policy, and uses discretion to resolve difficult customer issues through good customer relations techniques
Investigates and researches complicated customer billing problems
Researches accounts and corrects billings
Prepares detailed and thorough responses to system or customer problems utilizing word processing and spreadsheet software
Conveys information to customers, management, co-workers or other involved parties
Processes vendor invoices for Montgomery County, works with Auditor's office if needed, and handles other functions related to vendor payment processing
Researches and tracks delinquent accounts
Determines appropriate method to collect delinquencies
Prepares necessary correspondence, answers customer inquiries
Processes delinquent final billings and payment arrangements
Prepares correspondence to address customer inquiries, delinquencies and collections procedures
Researches and recommends available collection methods
Implements new collection methods
Prepares written procedures in handling of delinquency cases
Researches and prepares listing to write-off accounts from our financial records
Acts as a backup for the Cashier Receives customer payments, answers the telephone and responds to routine customer inquiries
Other duties include handling of the yearly inventory reconciliation, and handling the records retention schedule for the Financial Services department
Works on special assignments as assigned and other duties as needed
Qualification
Required
Equivalent to two (2) years of college and three (3) years full-time work experience in customer problem resolution or H.S. Diploma/GED and five (5) years full-time work experience in customer problem resolution
Two (2) years full time work experience utilizing personal computer and standard spreadsheet and word processing software
Benefits
Health insurance with HSA match
Wellness program and incentives
Life insurance
Paid vacation
Paid personal leave days
Sick leave
Holiday pay
Tuition reimbursement
Access to dental, vision, short-term disability, accident & critical care benefits
Company
NEOGOV
NEOGOV is the leading provider of workforce management software uniquely designed for the public sector, education, and public safety.
H1B Sponsorship
NEOGOV has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (13)
2024 (10)
2023 (10)
2022 (18)
2021 (14)
2020 (16)
Funding
Current Stage
Late StageTotal Funding
$700MKey Investors
Warburg Pincus
2025-07-28Secondary Market· $700M
2025-07-28Acquired
2021-06-02Private Equity
Recent News
Canada NewsWire
2025-11-14
2025-11-14
Government Technology US
2025-10-31
Company data provided by crunchbase