Account Setup and Maintenance Specialist
1 month ago
Location: Remote
Duration: 06 months on W2 Contract with Possible temp to hire
Job Summary:We are seeking a skilled Clerk II to join our team in a remote Account Set-Up and Maintenance role. As a key member of our team, you will be responsible for processing, evaluating, and loading new accounts into our computer system.
Key Responsibilities:- Process and evaluate new accounts for loading into our computer system.
- Accurately enter customer data into our centralized maintenance system.
- Maintain customer information changes and updates.
- Update CRM system with new and existing account information.
- Update licensing for all accounts.
- Scan and categorize documentation into a scanning system.
- Perform related duties as assigned.
- Familiarity with Windows-based word processing and spreadsheet software (Microsoft Office).
- Familiarity with Salesforce or other CRM systems.
- Familiarity with AS400 system - Not required, but a nice to have.
- Ability to accurately interpret new customer applications and related customer data.
- Ability to communicate effectively both orally and in writing.
- Strong interpersonal skills.
- Strong organizational skills; attention to detail.
- Ability to implement processes accurately and expeditiously, resulting in satisfactory audit practice.
- Minimal of 6+ months experience.
- Familiarity with Windows-based word processing and spreadsheet software (Microsoft Office).
- Familiarity with Salesforce or other CRM systems.
- Familiarity with AS400 system - Not required, but a nice to have.
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