This is a remote position.
• Ability to respond to incoming requests related to account balances and invoices, cancellation of software and services, and account ownership.
• Resolve basic billing discrepancies
• Explain financial statements, billing requirements, and contractual obligations clearly and accurately.
• Maintain good customer relations and work effectively with clients to accomplish their practice goals.
• Identify and document needs, problems, and solutions for your clients.
• Collaborate with other team members, and cross-teams to proactively reach out to at-risk clients to solve concerns before they develop into problems.
• Independently manage research and employ problem-solving techniques to find solutions to client needs
• Manage an efficient and productive phone and email flow (inbound and outbound)
• Excellent "people skills" — the ability to engage others, explain difficult concepts, negotiate, and keep engagement and confidence levels high.
• Superb communication skills in all forms, bilingual English/Spanish a plus,
• Ability to maintain control over conversations and speak with clarity and confidence
• Ability to identify and assess customers' needs to achieve a high level of customer satisfaction • Comfort with basic computer applications, browser, email, etc
• Experience with Microsoft Office products and tools
• Ability to adapt to change while maintaining priorities Nice-to-haves
• Previous experience in an accounting or account inquiry role
• Experience with Salesforce CRM
• Experience with Zuora software