Account Set-Up and Maintenance Specialist

3 weeks ago


Atlanta, Georgia, United States Careerbuilder-US Full time
Job Title: Account Set-Up and Maintenance Specialist

Location: Remote

Duration: 06 months on W2 Contract with Possible temp to hire

Job Description:

We are seeking a highly organized and detail-oriented Account Set-Up and Maintenance Specialist to join our team. As a key member of our accounting team, you will be responsible for processing, evaluating, and loading new accounts into our computer system.

Key Responsibilities:
  • Process and evaluate new accounts, ensuring accurate and timely entry into our system.
  • Enter customer data into our centralized maintenance system, maintaining accurate and up-to-date information.
  • Update CRM system with new and existing account information, ensuring seamless communication and data management.
  • Update licensing for all accounts, ensuring compliance and accuracy.
  • Scan and categorize documentation into our scanning system, maintaining a secure and organized digital record.
  • Perform related duties as assigned, demonstrating flexibility and adaptability in a fast-paced environment.
  • Familiarity with Windows-based word processing and spreadsheet software (Microsoft Office) is required, with experience in Salesforce or other CRM systems a plus.
  • Strong analytical and problem-solving skills, with the ability to accurately interpret new customer applications and related customer data.
  • Excellent communication and interpersonal skills, with the ability to effectively communicate with colleagues and clients.
  • Strong organizational skills, with attention to detail and the ability to implement processes accurately and expeditiously.

We offer a dynamic and supportive work environment, with opportunities for growth and development. If you are a motivated and detail-oriented individual with a passion for accounting and customer service, we encourage you to apply for this exciting opportunity.



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