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Account Coordinator

External
otrcapital1 logoOtrcapital1 · Roswell, GA
Full-timeOn-site1mo ago
AuditingExcelLeadership
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Responsibilities

  • Be a knowledgeable resource for client questions regarding their account, billing inquires, and general factoring information
  • Assist team with auditing client invoices in a timely and efficient manner.
  • Proactively make outbound calls to clients to enforce strong relationships, help problem solve and inform them on service offerings
  • Using independent judgement and discretion, assist the team in trouble shooting client issues with paperwork.
  • Responsible for fielding client calls and deescalating client issues through the highest levels of customer service.
  • Assess and aide clients on invoice issues that need additional paperwork or clarification
  • Communicate within the team about operations activities in order to meet daily deadlines
  • Maintain financial security by following internal controls
  • What we look for:
  • Bachelor's degree in Business or related field
  • Focus on Client experience
  • Proficiency in MS Excel and related computer knowledge
  • Exceptional communication, organizational, and problem-solving skills
  • Coachability to learn a dynamic growing industry
  • Team player with multi-tasking and prioritizing abilities

Benefits

OTR provides a competitive, comprehensive compensation package for our full-time employees:Eligibility for Individual and Company bonus programsMedical, Dental, Vision, Life/ AD&D Insurance, Short-Term DisabilityPet Insurance, Paid Family Leave, Employee Assistance ProgramFully Paid Maternity Leave401(k) with Company MatchingGenerous PTO, Sick/Mental Health Days, Flex Holidays + Company Paid HolidaysTravel Stipend to support Work Life BalanceLeadership Development and TrainingContinuous Learning + Professional enhancementsWeekly Catered Lunches + Casual Dress CodeCompany Paid Fitness MembershipVolunteer Days and Opportunities with Company-Partnered CharitiesInternal Inclusion programsOTR Solutions is an Equal Opportunity EmployerHealth insuranceDental insuranceVision insurance401(k)Paid time offEquity / stock optionsPerformance bonus

Additional Information

OTR Solutions is an innovator in the transportation industry providing a suite of factoring, fuel, and business management focused solutions. We help new and established companies get fast access to the funds they need for daily operations. As a Private Equity backed FinTech company, we are looking to grow our best-in-class financial organization. OTR has been recognized as a "Top Workplace" by the Atlanta Journal-Constitution since 2016! As an Account Coordinator , you will be responsible for growing and sustaining our business primarily through handling the operational aspects of client payables. You'll be part of a collaborative, fast-paced team that prides itself on delivering top-tier service and building real relationships with our clients. Day-to-day activities will revolve around invoice processing, troubleshooting client issues, and working closely with a team to complete daily tasks. You will also take an active role in client outreach. Through outbound phone calls, you'll connect directly with clients to check in, answer questions, and talk through the products and services that can help their business thrive. If you're someone who thrives on meaningful conversations, takes pride in offering helpful solutions, and brings a positive, coachable attitude to the table every day - this role is made for you

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Account Coordinator at Otrcapital1