Client Success Liaison
4 days ago
The Client Success Liaison is a key point of contact for billing, invoices, and administrative tasks that support Propio's clients. This role requires building strong relationships with billing contacts to ensure the account runs smoothly and clients have all necessary data to maintain a strong financial relationship.
Responsibilities:
- Establish and maintain optimal billing practices by ensuring clients receive all necessary information.
- Maintain a book of business and ensure timely and well-managed receivables.
- Support client requests for billing resolution, call and interpreter disputes, general questions, and answering phones.
- Respond to clients' inquiries and maintain thorough documentation of communication in CRM.
- Input client information into data management system, ensuring accuracy and completeness.
- Generate materials for client presentations and meetings.
- Provide input towards procedures where improvements are possible.
- Verify data and correct data where necessary.
Requirements:
- Bachelor's Degree or equivalent work experience in administrative or account administration roles.
- Detail-oriented and organized with good time management skills.
- Excellent written and verbal communication skills.
- Knowledge of Microsoft Office suite – Outlook, Word, Excel, Access, PowerPoint.
- Ability to work both independently and within a team to meet deadlines.
- Ability to comply with all company policies and procedures, proactively protecting confidentiality of client and company information.
Estimated Salary: $45,000 - $60,000 per year.
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