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The Customer Service & Operations Specialist will be responsible for consistently providing exceptional customer service and sales support by offering timely and accurate information with an aptitude for problem solving. This role is responsible for billing, data maintenance and clean up as needed via SalesForce, as well as delivering finance support for the TRACS Sales team on billing related matters. The associate is responsible for administrative and clerical services ensuring data is accurately entered and maintained. Other responsibilities include relationship building, reporting, order entry and processing, and other projects as needed.
Job Responsibility:
Audit contracts and customer agreements for accuracy and compliance
Simultaneously manage inbound and outbound customer phone and email inquiries
Receive, review and process inquiries in a timely, accurate and professional manner
Always maintain a professional and courteous attitude
Review and maintain accuracy of customer accounts and sales opportunities in SalesForce
Ability to create custom reports in SalesForce as requested
Support and clearly communicate with internal operations and sales team
Efficiently navigate though all systems including SalesForce, Five9, D365 and JDE
Access information from supplier catalogs and websites
Resolve and communicate customer billing inquiries between field reps and management
Provide excellent phone presence and customer service
Assist with special projects upon request
Communicate, present and expedite billing related solutions
Requirements:
High School Diploma or GED required
Previous experience working in a fast-paced billing and customer-oriented role required
Ability to work in ambiguous situations when facing circumstances that are unstructured and require original approaches required
Must be comfortable in participative problem-solving environments and have high ethical standards
Demonstrated skills required: organizational, analytical, planning, prioritization, time management, professionalism, problem-solving, decision-making, flexibility, adaptability, active listening, excellent verbal and written communication and good judgement
Must be deadline-oriented, self-motivated, prioritize multiple tasks to meet deadlines, take initiative, and display a sense of urgency
Considerable experience with billing systems, reporting, and PCI compliance with multiple funding methods required
Proficiency in Microsoft Office Suite – Outlook, Word, and Excel required
Intermediate knowledge of Salesforce required
Embodies the following values: serve, perform, influence, respect, innovate, team
Effectively communicates by motivating and inspiring others through clear and proactive communication
Delivers results and drives customer success by committing and focusing on outcomes to deliver results and making the customer the center of decisions
Makes balanced decisions and thinks strategically by being a forward thinker
What we offer:
We offer comprehensive benefit plans and programs designed to support your health and wellness, provide income protection and build financial security for your retirement