Proven ability to interact professionally and effectively with clients and their suppliers Experience working with financial statements a huge plus Demonstrated ability to prioritize, organize, and maintain quality across high-volume work - you don't let case count come at the expense of care Advanced proficiency with Microsoft Office suite Prior experience using CRM software Hands-on experience with Intercom or a comparable CX platform (Zendesk, Salesforce Service Cloud, etc.) - comfortable working across workflows, macros, saved replies, and reporting to manage a high-volume queue efficiently Strong written and oral communication skills and the ability to communicate effectively across all levels, including both internally and externally with clients and suppliers Customer oriented: tactful, courteous, and unflappable under pressure Excellent diligence, critical thinking, and analytical skills - the instinct to ask "why do we do it this way" and follow through on a better answer. The ideal candidate is a strong communicator and seller with sharp attention to detail, the ability to influence and overcome refusals, and a track record of running high-volume operational work without letting quality slip.