Customer Account Specialist
4 weeks ago
Position Overview:
The primary objective of this role is to deliver exceptional service to our internal and external clients by effectively identifying and addressing issues and concerns in a prompt manner, ensuring that Satellite Shelters Inc. receives timely payments for our products and services.
Key Responsibilities:
1. Generate and manage recurring rental orders based on rental agreements; review and process these orders into rental invoices.
2. Prepare and dispatch rental invoices via US Mail or email as per the account holder's preference.
3. Complete lien waivers upon request.
4. Provide invoicing assistance for designated branches.
5. Review and process non-recurring and new orders.
6. Investigate customer disputes related to invoice discrepancies.
7. Enter customer invoices into their respective web portals.
8. Collaborate with branches regarding customer purchase orders.
9. Communicate with relevant parties to amend purchase orders as needed.
10. Process credit card transactions on both a recurring and one-time basis as requested by the account holder.
11. Investigate any payment shortages received.
12. Reach out to overdue accounts to facilitate payment resolutions.
13. Request credits and refunds when necessary.
14. Assist accounting staff in resolving tax-related errors.
15. Investigate returned mail to ascertain the correct address for invoice delivery.
16. Address correspondence from account holders and assist in resolving their concerns.
17. Perform additional duties as assigned.
Supervisory Responsibilities:
No formal supervisory responsibilities.
Education and Experience Requirements:
A High School Diploma or equivalent is required, along with a minimum of 2 years of experience in accounts receivable and/or finance.
Essential Skills:
Proficiency in MS Office Suite is essential.
Experience in Credit and Collections is preferred.
Demonstrated ethical conduct and personal effectiveness.
Strong written and verbal communication skills.
Excellent problem-solving and organizational abilities.
Proven ability to work collaboratively within a team.
Physical and Mental Demands:
This position primarily involves sedentary work, requiring the use of standard office equipment such as computers, printers, copiers, and scanners.
Additional Information:
Please be aware that this job description is not intended to be an exhaustive list of all activities, duties, or responsibilities required of the employee in this role. Responsibilities may evolve over time with or without notice.
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