Account Specialist

4 weeks ago

Scottsdale, United States OTR Solutions Full time

OTR Solutions is an innovator in the transportation industry providing a suite of factoring, fuel, and business management focused solutions. We help new and established companies get fast access to the funds they need for daily operations. As a Private Equity backed FinTech company, we are looking to grow our best-in-class financial organization.

OTR has been recognized as a "Top Workplace" by the Atlanta Journal-Constitution since 2016

As an Account Coordinator, you will be responsible for growing and sustaining our business primarily through handling the operational aspects of client payables. Day-to-day activities will revolve around processing invoices for client payment, managing client needs with exceptional customer service, and working closely with a team to complete daily task. This position will require a positive and coachable attitude to be successful.

Responsibilities:

  • Be a knowledgeable resource for client questions regarding their account, billing inquires, and general factoring information
  • Assist team with auditing client invoices in a timely and efficient manner.
  • Using independent judgement and discretion, assist the team in trouble shooting client issues with paperwork.
  • Responsible for fielding client calls and deescalate client issues through the highest levels of customer service.
  • Proactively help clients with strong communication and problem solving to ensure timely payments.
  • Assess and aide clients on invoice issues that need additional paperwork or clarification
  • Communicate within the team about operations activities in order to meet daily deadlines
  • Maintain financial security by following internal controls
What we look for:
  • Bachelor's degree in Business or related field
  • Focus on Client experience
  • Proficiency in MS Excel and related computer knowledge
  • Exceptional communication, organizational, and problem-solving skills
  • Coachability to learn a dynamic growing industry
  • Team player with multi-tasking and prioritizing abilities
Perks and Benefits:

OTR provides a competitive, comprehensive compensation package for our full-time employees:
  • Eligibility for Individual and Company bonus programs
  • Medical, Dental, Vision, Life/ AD&D Insurance, Short-Term Disability
  • Pet Insurance, Paid Family Leave, Employee Assistance Program
  • Fully Paid Maternity Leave
  • 401(k) with Company Matching
  • Generous PTO, Sick/Mental Health Days, Flex Holidays + Company Paid Holidays
  • Travel Stipend to support Work Life Balance
  • Leadership Development and Training
  • Continuous Learning + Professional enhancements
  • Weekly Catered Lunches + Casual Dress Code
  • Company Paid Fitness Membership
  • Volunteer Days and Opportunities with Company-Partnered Charities
  • Internal Inclusion programs

OTR's mission is to create exceptional value for our clients by providing industry leading financing and back-office solutions. Three pillars that are crucial to supporting that mission are outstanding customer service, technology that creates efficiency for ourselves and our customers, and a culture that provides the opportunity for employees to achieve greatness.

OTR Solutions is an Equal Opportunity Employer

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