Back to jobs

Customer Engagement & Finance Specialist (Remote)

Remote
šŸ“ Location: Remote (USA only)
šŸ’¼ Type: Full-time
šŸ’° Compensation: Competitive salary + equity + premium benefits
 
The Customer Engagement & Finance Specialist role at Files.com is a high-impact generalist position with one mission: make sure invoices get paid.
 
When they don’t, this isn’t about hounding customers with reminders. It’s about digging in and fixing what’s broken. That could mean detangling purchase orders, resolving sales tax issues, navigating procurement portals, or finding the right person inside a complex corporate hierarchy.
 
You’ll be on the front lines every month, working hundreds of accounts that fall into gray areas where payment is delayed or uncertain. Your job: clear the roadblocks, keep cash flowing, and make sure customers feel respected—not pressured.
 
This isn’t ā€œcollections.ā€ It’s professional problem-solving, persistence, and communication that protects both revenue and relationships.

Who We Are

We’re Files.com, a profitable, founder-led SaaS company powering secure file transfer and automation for 4,000+ brands you know: Marc Jacobs, GrubHub, Michelin, Hot Topic, Stamps.com, Planet Fitness, KFC, and more.
 
We’ve built a $35M+ business with just 70 people by hiring smart, clear-thinking communicators who act fast and own outcomes. Backed by $46.5M from Riverwood Capital, we’re scaling intentionally—and this role is a core part of that growth.

What You’ll Actually Do

  • Troubleshoot Payment Issues: Investigate why payments are missing. That could mean invoice confusion, missing paperwork, sales tax mismatches, vendor delays, or technical hiccups. Find the real blocker and remove it.
  • Client Communication (Phone + Email): Pick up the phone. It’s faster, builds trust, and resolves issues. You’ll talk with customers about invoices and payments in a collaborative, solutions-focused way. Professional, empathetic, persistent—never heavy-handed.
  • CRM Logging & Documentation: Capture every call, email, and decision with clarity. Our finance, audit, and support teams depend on your records. No fluff, no gaps—just crisp documentation that anyone can follow at a glance.
  • Cross-Department Coordination: Work closely with Billing, Support, Sales, and Leadership. You won’t solve everything alone—but you will keep issues moving through the right lanes so customers always feel supported.

What Success Looks Like

  • Invoices are paid on time—or quickly recovered when delayed
  • Customers leave billing conversations feeling respected and supported
  • Cash keeps flowing, revenue stays predictable, and the business stays healthy
  • Teams across Finance, Sales, and Support trust your notes and depend on your follow-through

Who Thrives In This Role

āœ… You communicate like it’s your superpower—especially on the phone
āœ… You can detangle messy, bureaucratic problems without losing momentum
āœ… You stay positive and empathetic—even in tough conversations
āœ… You’re disciplined about logging details and following through
āœ… You move quickly, think clearly, and keep your eye on the goal: timely payment

Where This Role Can Take You (Growth Path)

We don’t sit on talent. Perform well here and doors open fast. Growth paths from this role include:
  • Customer Engagement Manager – Coaching and leading other customer-facing employees
  • Finance/Accounting Leadership – Driving process improvements, managing outcomes, even stepping into Controller-track work
  • Operations or Customer Success – Expanding into adjacent high-visibility, high-impact roles
If you’ve got hunger and discipline, there’s no ceiling.

What This Job Is Not

This isn’t for you if:
  • You avoid phone calls and try to solve everything over email
  • You need to be reminded to follow up or log work
  • You freeze in fast-moving, ambiguous environments
  • You dislike feedback or take it personally
We move fast, communicate clearly, and hold a high bar—for ourselves and each other.

Perks & Benefits

🩺 100% Paid Health, Dental & Vision (75% for family)
šŸ’ø 401(k) with 4% Company Match
šŸ“ˆ Equity Grants for Every Employee
šŸ¼ Paid Parental Leave
🌓 20 PTO Days + 11 Holidays + Full Company Winter Break
šŸ’° $1,000 Signing Bonus + Modern Apple Laptop + Anniversary Gifts
āœˆļø Team Travel to NYC, Austin, San Diego, and More
 
Bottom Line: This role matters. Done well, it keeps customers happy, cash flowing, and the business strong. If you want a career launchpad where you’ll solve real problems every day and grow fast, we want you in this seat.

Create a Job Alert

Interested in building your career at Files.com? Get future opportunities sent straight to your email.

Apply for this job

*

indicates a required field

Resume/CV*

Accepted file types: pdf, doc, docx, txt, rtf


We would like you to tell us why this opportunity speaks to you. You don’t have to tell us now, but we promise we’ll read your story upfront. You’re more than a resume!

Select...
Select...
Select...
Select...
Select...
Select...

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.

As set forth in Files.com’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.

Select...
Select...
Race & Ethnicity Definitions

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.

Select...

Voluntary Self-Identification of Disability

Form CC-305
Page 1 of 1
OMB Control Number 1250-0005
Expires 04/30/2026

Why are you being asked to complete this form?

We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years.

Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp.

How do you know if you have a disability?

A disability is a condition that substantially limits one or more of your ā€œmajor life activities.ā€ If you have or have ever had such a condition, you are a person with a disability. Disabilities include, but are not limited to:

  • Alcohol or other substance use disorder (not currently using drugs illegally)
  • Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS
  • Blind or low vision
  • Cancer (past or present)
  • Cardiovascular or heart disease
  • Celiac disease
  • Cerebral palsy
  • Deaf or serious difficulty hearing
  • Diabetes
  • Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders
  • Epilepsy or other seizure disorder
  • Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome
  • Intellectual or developmental disability
  • Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD
  • Missing limbs or partially missing limbs
  • Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports
  • Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS)
  • Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities
  • Partial or complete paralysis (any cause)
  • Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema
  • Short stature (dwarfism)
  • Traumatic brain injury
Select...

PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.