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Customer Operations Specialist

2 months ago

Austin, United States Digital Pharmacist Full time

**Summary of Job**:
**Description of Job Duties**:

- Maintains, and distributes accounting documents, records and reports
- Handles communication both written and via telephone regarding payment and compensation
- Matches the corresponding payment reports to participant records with all supporting documentation
- Investigates and resolves problems associated with processing of payments
- Assists with monthly status reports, and monthly closings
- Coding invoices, vouchers, expense reports, check requests, etc., with correct codes conforming to standard procedures to ensure proper entry into payment software
- Work with customers that are late or defaulted on payments
- Receives, researches and resolves a variety of routine internal and external inquiries concerning account status, including communicating the resolution of discrepancies to appropriate persons
- Excellent organizational and time management skills to manage multiple tasks and meet deadlines
- Excellent interpersonal communication and critical thinking skills
- Support deployment and post-implementation testing/validation of configuration changes and releases for new products within Salesforce/Chargify
- Partner with business stakeholders and project managers to proactively identify, drive, and build improvements, enhancements, and system customization that solve business needs
- Focus on user experience, solving business issues and ensure data accuracy across the system
- Perform month-end support duty
- Other duties as assigned

**Required Skills and Experience**:

- 2 - 3 years of experience in Accounts Payable or general accounting experience
- High degree of intellectual curiosity to expand knowledge base and put learning to action with the aim of impacting the top and bottom line of the business
- Strong service and solutions oriented approach
- Comfortable working with cross functional teams in Sales, Customer Success and Finance
- Have ability to work independently with mínimal supervision

**Preferred Skills and Experience**:

- Prior Salesforce experience highly preferred

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