Finance Customer Success Specialist

Who We Are:
At Wagepoint, we're good people. Sure, maybe we're biased. But that's only because Wagepointers bring the best versions of ourselves to do some of the best work in our careers.

We're an authentic team who bring our diverse backgrounds, ideas, experiences and cultures together to make payroll magic. Speaking of, we "pull rabbits out of hats" for thousands of small business owners across Canada who rely on our payroll software to pay their employees and process their payroll taxes. And we're just getting started.

We're growing and looking for more awesome people to join our merry band of misfits. We are looking for people who share our understanding that when it comes to our commitment to our customers: we mean business. Especially given that the consequences of getting payroll wrong can sometimes be dire.

If you are the kind of person who has always wanted to make a difference and be heard at work, Wagepoint will give you plenty of opportunity to do just that.

The Role at High Level:
As a
Finance Customer Success Specialist,
you play a critical role in ensuring the smooth and secure movement of funds for Wagepoint's clients. You'll oversee daily money movement operations, proactively manage NSF (non-sufficient funds) cases, and assist in financial risk assessment and fraud prevention efforts. Your responsibilities will include reconciling financial transactions, supporting collections and bad debt recovery, and addressing client inquiries related to payments. By combining technical expertise with customer service, you'll help maintain the integrity of Wagepoint's financial operations while delivering an excellent client experience.

You'll report directly to our
Finance Operations Manager
and work closely with internal teams across finance, risk, and customer support.

Please note this is maternity leave coverage from Jan 15, 2026 to March 1, 2027 and the working hours will be 8AM - 4PM AST.
What You'll Be Expected To Own:

• Oversee Daily Money Movement (PAD and PAP) – Ensure the timely and accurate processing of Pre-Authorized Debits (PAD) and Pre-Authorized Payments (PAP), ensuring compliance with regulatory and internal policies.
• Monitor NSF Situations – Track and manage non-sufficient fund cases, notify clients, and provide guidance on corrective actions while identifying repeat occurrences.
• Bad Debt Assessment and Collections – Assess overdue accounts and assist in sending cases to collections while evaluating associated financial risks.
• Client Request Management – Process client requests related to paydate changes, wire transfers, and other financial transactions, ensuring efficiency and accuracy.
• Fraud Investigation Support – Work with the Risk team to investigate fraudulent activities in client accounts or employee deposits by compiling transaction histories and supporting documentation.
• Daily Bank File Review – Analyze daily bank transactions, flag potential risks, and escalate any financial discrepancies.
• Resolve Rejected Employee Deposits – Investigate and ensure funds reach their intended accounts without delay, resolving issues efficiently.
• Customer Support for Money Movement – Provide support for clients experiencing issues related to payroll payments, deposits, or other financial transactions.
• Finance Customer Support – Assist with client inquiries related to source remittances, fee clarifications, invoices, and other finance-related concerns.
• Cash Balance vs. Liability Reconciliation – Perform daily reconciliations to verify cash balances align with client liabilities, identifying and addressing any discrepancies.
• Accounting and Reconciliations – Support daily and monthly financial reconciliations and assist in other accounting-related projects as needed.

What You Bring To The Table:

• High school diploma (CPA designation or other relevant finance/accounting certifications are a plus).
• 2+ years of experience in treasury, banking, financial operations, or account reconciliation.
• Strong understanding of banking processes, financial risk management, and transaction reconciliation.
• Proficiency in Excel and financial data analysis.
• Excellent problem-solving and investigative skills, particularly in fraud detection and NSF resolution.
• Clear and professional written and verbal communication skills, with the ability to explain financial issues in an easy-to-understand way.
• Ability to work in a fast-paced, high-volume financial environment while meeting strict deadlines.

Bonus points if:

• You have experience in fraud detection, risk assessment, or financial compliance.
• You've worked in customer service within a financial or technology-driven environment.
• You're familiar with payroll, payments, or money movement systems.

What We Bring To The Table:
Impact:
Roll up your sleeves and directly contribute to the growth and success of Wagepoint by shaping our workforce.

Culture:
The opportunity to work with the world's friendliest team, solving interesting problems together with an endless amount of laughter (We work hard, but we always have time for a bad joke or two).

Growth:
Opportunities for professional development and career advancement - we are always, always learning with a growth oriented mindset.

Innovation:
Work in an environment that encourages creativity and new ideas.

Remote:
The ability to work from home, forever Wagepoint is a remote company, so you don't have to worry about commuting to an office. Plus, more time with your pets is always a bonus

Ready to embark on an exciting journey with us? Apply now and help us build the future of Wagepoint
About Wagepoint
Wagepoint is a simple and fast online payroll app, backed by the world's friendliest team.
The app is ideal for small businesses across North America (US & Canada) who are looking to pay their employees easily and quickly.

Next Steps:
If all the above feels right and proper, please don't feel like you need to send us an uninspired cover letter. Just send us your updated resume and perhaps a few lines on what excites you about the job - we really want to get to know who you are, not just about how we can work together. If we believe you're a good match, someone from our team will reach out to schedule a call.

Psssst
Wagepoint is an equal opportunity employer. We welcome and appreciate all applicants with diverse backgrounds, races, religions, genders, identities, ages, experiences (the list goes on). We are committed to making not only our workplace safe and inclusive for everyone, but also ensuring our recruitment process reflects that. We are a remote company, so there's no need to travel to an office for an interview, but if you require any special accommodation during our recruitment process, please let us know. We are more than happy to assist