Order Processing Specialist

4 weeks ago

Alpharetta, United States Scheduling Institute Full time

Order Processing Job Description


Do you have experience in accounts receivable? Do you have familiarity with accounting? Are you knowledgeable in the sales field? Are you passionate about the quality of your work? You can use these skills in this Order Processing position We are currently recruiting for an opportunity at the world’s best dental consulting company. It is a fast paced, engaging environment with a fun team.


The ideal person will have a strong foundation in order processing, but also have collections and reporting experience. But even more importantly have a GREAT attitude, optimistic outlook and a drive to grow our order processing job function. Responsibilities include processing orders, making sure clients are enrolled in the right programs based on what they have paid for, reporting, and cross checking the database versus actuality, updating client records, completing daily tasks, and daily billing. The candidate must be a people person with excellent communication skills to professionally interact with clients and colleagues.


As Our Order Processing Specialist, You Will:


  • Work closely with the Member Services and Sales teams in processing orders on behalf of our clients.
  • Display excellent communication and customer service skills enabling you to successfully interact with clients and answer their queries.
  • Train colleagues to ensure they are up to date with the latest processes in regards to order processing.
  • Produce various monthly reports for the internal use.
  • Update NetSuite internal and customer records as directed by the Member Service Team or Relationship Manager or Account Manager.
  • Handle all payment processing through CRM/database (NetSuite).
  • Set-up payment plans and recurring billing schedules for client purchases.
  • Set-up new invoices for clients and apply follow-up sequences and processes through CRM to ensure what they purchased is fulfilled by other departments.
  • Manage several financial reports and statistic tracking reports (sales, revenue, order source tracking, etc.) on a daily, weekly and monthly basis and provide reports to the President and leadership team regularly. Reports are both company wide and by department and/or product type.


To succeed in this role, you should have the following skills and experience:


  • Bachelor’s degree, and/or education and experience equivalent to three or more years’ related experience required
  • Proficient in Microsoft Outlook, Word, PowerPoint, Excel, Teams and Adobe
  • Proficiency in NetSuite is required.Attention to detail and accuracy in your work product is mandatory.
  • An accounting background is a plus.
  • Demonstrate leadership skills, including the ability to plan, organize, coordinate, direct and control the activities of the assigned organization and interface effectively with management.
  • Must be able to work independently and handle given assignments with minimal supervision.
  • Must be self-directed, detail-oriented and motivated; approachable and trustful, demonstrate a high level of accountability, leadership, and decisiveness and the ability to prioritize and execute on multiple priorities.


Perks:

  • Health Insurance
  • Generous PTO Plan
  • 401(k) with company match (aka, free money)
  • Company contests


Location:

Alpharetta or Buckhead


Company Description:

Over 25 years ago, Jay Geier discovered the concept and new patient generation secret that became the Scheduling Institute. For more than 20 years, Scheduling Institute, Inc. has been teaching doctors and their staff worldwide a unique process for new patient generation and practice expansion that is truly amazing. It leads to extraordinary growth, higher income, and exceptional quality of life. Scheduling Institute, Inc. is a very successful business designed to help doctors turn their practice into a very successful and profitable business by leveraging an asset that already exists within the practice — staff.

Scheduling Institute, Inc. was the 3rd fastest growing company under $50 million in Georgia in 2014 and was rated the 7th best company to work for in Georgia, as voted on by it’s own employees Between both Dentaltown and Orthotown magazines, we have won nineteen consecutive awards for Best Practice Management Consultant We currently have over 120 employees, and are significantly investing in our human capital, marketing, and space and equipment.


With a strong, positive leadership team, every employee has opportunities to grow and make an incredible impact within the growing company. Those individuals that show their dedication and passion are typically rewarded by the opportunity to move up quickly. Our team leaders are not micro managers, but strive to be mentors. We believe that people are responsible for their own success. It’s important that our employees take ownership in their role as a business within a business. A mistake is treated as a learning experience to grow from and results will be rewarded.

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