Customer Service Specialist Senior

Job Responsibilities

Read and respond to a high volume of emails, calls and work order requests. Assess requests and take appropriate action within service level agreements and documenting outcomes. Professionally respond to, research, and resolve issues via phone/chat/email with internal customers. Operating within processes, controls, and accounting principles, review contracts, validate past transactions, reconcile, and post adjustments on accounts. Inform and educate internal customers on Contract to Cash processes and procedures.

Apply payments, research and reconcile transactions to ensure integrity of receivables.

Run standard reports and download into Excel. Add subtotals and formulas to reconcile accounts. Add pivot tables and charts summarizing data results.

Recommend efficiency improvements. Draft and maintains user job aids as well as department processes for manager review and approval. Provide updated and approved documents to intranet site administrator.

Minimum Requirements

Education

High School Diploma

Experience

At least three (3) years banking or accounts receivable experience with an emphasis in customer service, preferably in a corporate environment.

Good time management skills, data analysis to draw conclusions and maintain quality assurance

SQL or MS Access experience a plus

Knowledge, Skills and Abilities

Demonstrate knowledge of basic accounting principles

Demonstrate knowledge of customer service skills

Ability to self-manage workload to meet expectations and service level agreements

Accurate math and reconciliation skills

Professional verbal and written communication skills

Interpersonal skills to quickly build rapport and trust

Proficient database and MS Office suite skills, including Excel