Account Service Specialist

Job Description

Job Description

Company Description

Who We Are:

Circle Logistics is a 3rd party logistics firm focused on delivering our three core promises to our customers: No Fail Service, Personalized Communication, and Innovative Solutions. We leverage our technology, industry experience, and employee ingenuity to develop industry-leading transportation solutions. We have been in business for 10 plus years and have grown into a half-billion-dollar company, from starting as just a handful of people with Entrepreneurial Spirit as their foundation. Our story is one of resiliency and innovation that has led us to grow to over 500 employees in a booming transportation industry, that never takes a night off.

Overview:

Responsible for the timely and accurate billing and receivables for the Billing department. Follows the direction of the Billing Manager on billing best practices.

Responsibilities:

• Receive and sort through invoices. Match invoices to proper loads.

• Verify accuracy of billing data and revise errors.

• Compute credit terms, discounts, shipment charges, or rates for goods of services to complete billing documents.

• Review and/or update record documents such as rate sheets and/or contracts.

• Scan and import invoices and other supporting documents for records.

• Prepare and send out itemized statements, bills, or invoices.

• Reach out to carriers regarding billing paperwork.

• Resolve discrepancies in transportation accounting records.

• Reconcile accounting records at the end of each month.

• Perform data entry. Update SOPs, manuals, and spreadsheets.

• Perform reporting functions via Excel and TMS.

• Occasional operational coverage for Transportation Coordinators.

• Perform a variety of other tasks and responsibilities as required or assigned by management.

• May perform other duties and responsibilities as assigned.

Working Conditions (may add additional conditions specific to defined work location):

• Generally in an indoor office setting; may include occasional participation in outdoor company events.

• Varying schedule to include evenings, holidays, weekends and extended hours as business dictates.

• While performing duties of this job, the employee is primarily in a controlled, temperate environment; however, may be exposed to heat/cold during support of outside activities.

• The noise level in the work environment is usually moderate to loud.

Unit Description: Identify any unit-specific job tasks and qualifications in relation to this job. 

Job Qualifications:

Experience/Education:

• High School diploma, GED or equivalent experience required

Skills/Aptitude:

• Strong organization, communication, and computer skills.

• Basic understanding of transportation billing, rates, contracts, and tariffs.

• Proficiency utilizing Microsoft Tools (Ability to leverage Excel and other MS programs including Word, Outlook, and SharePoint).

• Ability to analyze and improve processes.

• Ability to work independently and within a group environment.

• Ability to multitask, prioritize, and handle a variety of complex issues and customer requirements.

• Strong attention to detail and organized.

• Ability to maintain a positive attitude.

• Presents self in a highly professional manner to others and understands that honesty and ethics are essential.

License/Qualifications:

• None required

Physical Requirements:

• Close vision, distance vision, peripheral vision, depth perception and the ability to adjust focus, with or without corrective lenses.

• Significant walking or other means of mobility.

• Ability to work in a seated position for long periods of time (up to 8 hours).

• Ability to reach, bend, stoop, push and/or pull, and frequently lift up to 35 pounds and occasionally lift/move 40 pounds.

Benefits

• Competitive base-salary + uncapped commission 
• On-site training and career development with a fast track to promotion
• Insurance benefits including: Health, vision, dental, life, and disability
• Paid holidays and paid time off after 90 days