Account Setup and Maintenance Specialist

1 month ago


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

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.
Requirements:
  • 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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