Account Operations Advisor

Toast•Omaha, NE

4d•$55,000 - $55,000

About The Position

Account Operations Advisors play an integral role in scaling Toast’s rapidly growing business by providing account maintenance, quality assurance of sensitive financial and tax information, supporting both our external customers and internal Sales and Customer Success teams. The success of the Account Operations team directly impacts the customer experience and satisfaction. About this roll (Responsibilities) Become an expert in customer facing processes while delivering outstanding customer service via outbound phone calls, chat, and email. Manage a case queue and provide answers to questions regarding contracts, accounts, and tax details. Partner cross-functionally with Sales, Onboarding, Billing, Payments, and Finance teams throughout a customer's lifecycle to provide high-quality operational support. Continually identify opportunities to improve productivity for our team and our stakeholders. Demonstrate excellent attention to detail, double-check the accuracy of information and inputs in order to minimize onboarding and processing errors. Additional ad-hoc responsibilities as assigned.

Requirements

2+ years of customer service experience in the escalations space
Experience processing changes to customer accounts highly desired
Extreme attention to detail and meticulous organization
Strong technical aptitude
Excellent written and verbal communication skills
Confidence prioritizing and making time sensitive decisions in a fast-paced environment
Excellent time management and strong sense of urgency
Relentless problem-solver
Prior experience with Salesforce or other CRM tool is a plus

Responsibilities

Become an expert in customer facing processes while delivering outstanding customer service via outbound phone calls, chat, and email.
Manage a case queue and provide answers to questions regarding contracts, accounts, and tax details.
Partner cross-functionally with Sales, Onboarding, Billing, Payments, and Finance teams throughout a customer's lifecycle to provide high-quality operational support.
Continually identify opportunities to improve productivity for our team and our stakeholders.
Demonstrate excellent attention to detail, double-check the accuracy of information and inputs in order to minimize onboarding and processing errors.
Additional ad-hoc responsibilities as assigned.