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Intuit
Customer Financial Resolution Expert
Career Insights for Financial Operations Specialist
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Based on Arizona data
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What they do
A Financial Operations Specialist specializes in foreseeing or carrying out financial transactions or other routine operations that are influenced by compliance needs. Requires some knowledge of accounting, billing, customer service and contracts. Helps businesses and their customers resolve financial billing and reconciliation issues.
$55,554 / year median in Arizona
-6% projected decline
Job Description
The role resolves customer account issues, billing disputes, and payment discrepancies while ensuring compliance with internal policies. This role combines financial operations expertise with a customer-first approach, supporting the Customer Experience organization through accurate, empathetic, and timely resolution of financial inquiries. Responsibilities Responsibilities include resolving customer financial account issues, processing refunds and payment disputes, researching transaction records, and ensuring compliance with internal policies. The specialist communicates with customers via written correspondence, escalates complex cases as needed, and collaborates with internal teams to drive timely resolutions. Additional duties include providing expert guidance on billing and customer sales tax exemption matters, maintaining accurate documentation, and meeting productivity and service-level targets.