Customer Accounts Specialists - Council Bluffs IA or St Louis MO

Customer Account Specialist

We have a great opportunity for a Customer Account Specialist to join our team in Council Bluffs, IA or Saint Louis, MO! The Customer Account Specialist engages with a portfolio of customers as a resource providing support and resolution for account-related challenges. The Customer Account Specialist collaborates cross-functionally with internal departments to address and resolve customer issues. Activities include Account Maintenance, Credit Limit Adjustments, Sales Tax Research and Resolution, Managing Job Account Maintenance and Documentation and Managing our Communication Strategy on Past-Due Balances. Shift: Monday - Friday 8:00am - 5:00pm

We're looking for a Customer Account Specialist who: Routinely utilize GetPaid collection / communication software to initiate customer communication based on workflow actions. Record customer communication and actions in GetPaid. Manage resolution of customer disputed items, including escalating the matter to management when the situation has stalled. Monitor aging and communication of overdue balances and account reconciliations. Conduct regular meetings with sales and operations to review open items with a customer. Analyze scheduled reports for customer action items. Recommend changes in customers' credit privileges based on criteria provided. Communicate approved action items including release criteria and escalation options. Gather and assess documentation for preliminary job account approval, Monitor lien deadlines and complete required documents to reduce risk of loss. Perform general administrative tasks including document management and filing. Respond to incoming calls and voicemails in a professional and timely manner. Utilize clear and professional written communication across internal and external channels. Demonstrate effective problem-solving and conflict resolution skills. Encourages collaboration and is viewed as a team player. Share customer insights and account updates promptly with relevant stakeholders. Work with CAS team on department goals Must be willing and able to perform all other duties as assigned by management.

Necessary Qualifications: Minimum eight (4) years experience in Collections and Order to Cash, preferably in electrical or distribution experience and/or product and application knowledge. Accreditation from NACM is a plus Knowledge or willingness to learn tax laws: i.e. IL, IN, IA, PA, WI, MO, OH & KY Demonstrated commitment to ethical standards in professional conduct and decision-making. Strong attention to detail with demonstrated analytical and problem-solving capabilities. Proactive and solution-oriented mindset. Ability to prioritize and act with urgency on time-sensitive matters. Demonstrated ability to communicate clearly in written and verbal formats. Demonstrated time management and organizational skills, including an ability to plan and manage multiple priorities simultaneously. Proficiency in general personal computer applications, as well as in the use of Microsoft Office software, including Word and Excel. Ability to work well in a team environment. Personal characteristic of "can do" attitude. Personal characteristic of a sense of urgency to follow up on time sensitive matters. Physical Ability Requirements: Ability to sit for prolonged periods of time. Ability to utilize a computer keyboard, computer monitor, adding machine, and telephone for prolonged periods of time. Ability to occasionally climb a ladder and step stool. Ability to lift, carry, and otherwise transport work-related materials that frequently weigh up to 25 lbs. and that may occasionally weigh in excess of 25 lbs.

What we offer: Medical, dental, and vision insurance plus employer paid short term and long-term disability and life insurance. Paid time off and paid holidays 401K match Profit Sharing Tuition reimbursement and employee development. Annual Safety Shoe Reimbursement Employee Discount on products Access to a variety of trainings for personal development