Account Solutions Representative - Northbrook/Bernard Weinger

JCC Chicago • Northbrook, IL

10d • $23 - $27 • Hybrid

About The Position

The Account Solutions Representative is a key role within the agency’s Customer Solutions Department, instrumental in establishing an organizational culture where community members are at the forefront of all we do. This role ensures the customer receives the highest level of service and will work diligently to take ownership of any issues the customer may have. The Account Solutions Representative maintains the agency’s CRM systems, ensuring correct and accurate registrations, payments, refunds, cancellations, and promoting best practices of customer experience for daily operations. At the Hecktman Family JCCs of Chicago, we are focused on growing good kids, building communities, and educating ourselves on the past to make a difference for the future. The largest JCC in North America, Hecktman Family JCCs of Chicago offers a life-affirming journey that builds on the richness and power of Jewish values and continues to reimagine them for a more connected, inspired community.

Requirements

• Associates Degree in Business Administration, or related field with 2-4 years experience (required)
• High School Diploma with 5+ years experience in clerical / information data management.
• Minimum 3 years of administrative and database management experience required (Salesforce/other CRM as an added plus).
• Must demonstrate the ability to analyze and solve problems with a strong work ethic and commitment to a quality work product.
• Strong data entry and numbers aptitude.
• Process-oriented with strong analytical thinking and attention to detail.
• Excellent customer service skills (both on the phone and face-to-face).
• Ability to maintain client confidentiality and sensitive listening skills.
• High level of proficiency using Microsoft Office (Excel, Word), databases with the ability to learn other systems as necessary.
• Excellent oral and written communication skills.
• Excellent organizational skills.
• Ability to set goals and prioritize.
• Demonstrated follow-through and follow-through.
• Time-management skills.
• Conflict resolution skills.

Nice To Haves

• Previous bookkeeping and/or accounting work preferred.

Responsibilities

• Embrace and integrate the agency’s customer service model and expectations into their daily interactions with the community members we serve.
• Provide customers (both internal colleagues and external community members) with the highest level of customer service via the support ticket system, phone, text, and online chat.
• Provide customers with account information, tax statements, invoices, payment history, etc.
• Enter program registrations into CRM systems; process payments; set up payment plans; and program changes, refunds and cancellations.
• Facilitate account maintenance as it pertains to updating customer information, member merges, notes & alerts, troubleshooting online issues, etc.
• Connect with families regarding outstanding balances and declined payments to establish collection arrangements and payment plans.
• Perform audits of program rosters, verifying attendance and payment.
• Serve as a resource for agency programs and actively cross-sell and upsell offerings across departments.
• Perform ad hoc information requests for various levels of the organization.
• Other duties as assigned.

Benefits

• Flexible Work Schedule
• Health, dental, and vision insurance
• Participation in a 401(K) plan with matching contributions
• Life insurance and short/long term disability coverage
• Generous paid time off, sick time, and paid observance of secular and Jewish religious holidays
• Employee Assistance Program (EAP)
• Free fitness membership at JCC Chicago community centers and aquatics facilities
• Meaningful discounts on JCC Chicago programming, including day and overnight camp, Early Childhood, and event rentals
• Professional development opportunities with the JUF/Jewish Federation

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree