Customer Accounts Representative

Customer Accounts Specialist

Overview

The Accounts Specialist collaborates with the Accounts Team to manage the full lifecycle of member accounts. This role is responsible for opening new memberships, maintaining active accounts, and closing accounts as needed. Duties include assisting members with renewals, adding funds to postage accounts, upgrading or downgrading plan levels, and responding to account-related inquiries via email, phone, voicemail, and in person.

The Accounts Specialist also performs light bookkeeping functions such as reconciling credit card statements, balancing cash on hand, and managing petty cash while ensuring accuracy and compliance with company procedures.

Key Functions & Responsibilities

• Process new and existing member accounts, including openings, renewals, upgrades/downgrades, and closures
• Receive, review, and verify member applications submitted online, by email, mail, or in person
• Apply payments accurately and manage account-related transactions
• Assist customers professionally via email, phone, voicemail, and in person, including sign-ups and account questions
• Train and support team members and/or new hires as needed
• Compile and maintain spreadsheets for credit cards, petty cash, cash on hand, suspended accounts, and closing accounts
• Prepare monthly financial reports and transactions for submission to the accountant
• Process postage refund checks for closed accounts
• Handle all incoming business mail and distribute it to the appropriate department
• Ensure closed accounts are properly documented and entered into USPS reporting
• Report any complaints, concerns, or department-related issues to the Office Manager promptly
• Complete additional projects and duties as assigned by management
• Reservations
• Taking In-Bound Calls
• Directing Phone calls to different departments
• Setting up shipments and answering customer service questions regarding domicile and drivers licenses
• Going over sign up procedures and the different plans that we offer
• You will be communicating via phone, email, air bnb, help desk
• Actively taking in-bound calls and directing them

Employment Standards & Skills

• Strong attention to detail
• Excellent organization and time management skills
• Proficient computer and data entry skills
• Must have strong customer service skills and be comfortable assisting customers in person and over the phone
• Basic bookkeeping knowledge
• Ability to multitask in a fast-paced environment
• Clear verbal and written communication skills
• Dependable and accountable
• Ability to work independently and collaboratively as part of a team

Preferred Experience

• Previous experience in customer service, accounts, billing, or administrative roles
• Experience handling financial transactions, payments, or account management
• Familiarity with spreadsheets (Excel or Google Sheets)
• Experience working with CRM, membership systems, or accounting software
• Prior experience in a fast-paced, customer-facing environment

Schedule

• Monday through Friday, 8:30 AM - 5:00 PM

Pay Range

• $18.00 - $19.00 per hour, depending on experience

Note: This position focuses on customer account support and is not a bookkeeping or accounting position.