National Account Reporting Specialist

Heritage - Crystal Clean LLC • Hoffman Estates, IL

5d • $23 - $26 • Onsite

About The Position

The NA/TS Reporting Specialist is responsible for managing invoicing activities
for the National Accounts and Technical Services Group. This role supports
Customer Sales and Service by ensuring accurate invoice processing, maintaining
documentation, assisting with new customer onboarding, processing recurring
reports, and coordinating with internal teams on pricing adjustments.

Requirements

• Strong numerical aptitude and attention to detail.
• Ability to meet daily deadlines with consistent accuracy.
• Effective written and verbal communication skills.
• Professional interaction with customers, management, and internal teams.
• Demonstrates initiative, organization, and a sense of urgency.
• Minimum of 3-5 years of relevant experience.
• High school diploma or equivalent required.
• Data entry experience required.
• Customer service and accounting experience.
• Intermediate to advanced proficiency in Excel (VLOOKUP, Pivot tables) Word, and Outlook.

Nice To Haves

• Associate degree preferred but not required.
• Experience with NetSuite preferred.

Responsibilities

• Accurately and timely enter invoices into the accounting system.
• Distribute invoices and supporting documentation to customers via mail or email.
• Verify invoice pricing, shipping reports, and conversions.
• Create and process credit and debit memos.
• Monitor and maintain in-transit shipments.
• Maintain organized electronic records of invoices and supporting documentation.
• Respond to customer inquiries and resolve invoice discrepancies.
• Assist with period-end close activities, including shipment review near cutoff dates.
• Process assigned recurring reports.
• Collaborate with National Account Managers and Business Development Managers
• Participate in cross-functional teams, as necessary, to support growth of National Account and Technical Service businesses.
• Effectively manage priorities and deadlines in a fast-paced, high-volume environment.
• Perform additional responsibilities as assigned by management.
• Maintain schedule flexibility during accounting close periods or peak workloads.

Benefits

• Health, Dental and Vision insurance
• Wellness Program
• Flexible Spending Accounts
• Life Insurance
• Long-Term Disability
• Employee Assistance Program
• Tuition Reimbursement

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 501-1,000 employees