About finally
Finally is one of America’s fastest-growing fintech companies, revolutionizing financial automation for SMBs. Our cutting-edge platform integrates Credit & Banking, Billing & Invoicing, Bookkeeping, and Taxes, powered by AI to simplify financial operations and help businesses focus on what matters most—growth.
Backed by $200M in 2024 funding, we’re headquartered in sunny South Florida, home to a thriving team of over 200 across three offices. As the official corporate card of the Panthers, Heat, and small business expense management for the Bulls, we’re making waves in fintech and looking for ambitious talent to join us on this journey.
We seek a dedicated professional to support our industry-leading services as a skilled office data clerk. The ideal candidate will have strong attention to detail, organizational skills, and the ability to thrive in a fast-changing environment.
Responsibilities
Providing user access to applications and platforms.
Creating new user accounts.
Updating access permissions, and offering read-only access to clients.
Collecting, filing, and organizing office documents.
Managing digital document filings and emails.
Handling confidential records.
Maintaining communication with team members and clients.
Qualifications
Prior experience in sales and/or in customer service is a plus, but not required.
Strong interpersonal and communication skills with the ability to build rapport quickly.
Self-motivated with a strong work ethic and the ability to thrive in a fast-paced, dynamic environment.
Proficient with data processing software, such as Microsoft Office or Microsoft Excel and online forms.
A persuasive and persistent demeanor, with the ability to handle objections and maintain a positive attitude.
Ability to maintain confidentiality of company/client information
Ability to work under pressure in a deadline-driven, team-oriented environment
Proven ability to provide direct, proactive, and prompt response to customer issues, and resolutions
Strong verbal and written communication skills,
Ability to adapt to different customer personalities and situations during outreach.
Ability to work collaboratively within a team-oriented environment.
Strong organizational and time management skills to efficiently handle multiple tasks and priorities.
Benefits
Health insurance
Dental insurance
Employee stock purchase plan
Paid time off
Paid training
Vision insurance
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Finally, a leading contender in the fintech space, is on the lookout for an enthusiastic Office Data Clerk to join our dynamic team in Boca Raton. As we continue to revolutionize financial automation for small and medium-sized businesses, this role is pivotal in supporting our high-quality services. The Office Data Clerk will play a crucial part in managing user access to our various applications and platforms, ensuring that new accounts are created seamlessly and permissions are updated swiftly. You'll be the glue that keeps our office running smoothly, organizing important documents both digitally and physically while maintaining the confidentiality of sensitive information. If you thrive in a fast-paced environment and possess strong organizational skills, this might be the perfect fit for you! You’ll collaborate closely with both team members and clients, contributing to the ongoing success of Finally as we build an ecosystem that simplifies financial operations. We value self-motivated individuals who can juggle multiple tasks while maintaining attention to detail. At Finally, your contributions matter, and you’ll find yourself in an environment that promotes unity and growth. With competitive benefits, from health and dental insurance to a strong employee stock purchase plan, there’s no better time to join a thriving company in sunny South Florida. Dive into the exciting world of fintech with Finally!
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Finally is the easiest way for businesses to manage their bookkeeping, accounting & finance. Learn more today.
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