Account Coordinator

OTR Solutions•Roswell, GA

12d

About The Position

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

Requirements

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

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