Sales Support Specialist

INTERACTIVE DATA LLC•Boca Raton, FL

About The Position

Our Company: At IDI, we deliver innovative identity intelligence solutions. Our proprietary technologies and advanced analytical capabilities empower organizations to operate with confidence, providing real-time identification and location of individuals, businesses, assets, and their interrelationships. These solutions are used for purposes including identity verification, risk mitigation, due diligence, fraud detection and prevention, regulatory compliance, and customer acquisition. Our cloud-native, AI-embedded identity intelligence platform, CORE™, caters to organizations of all sizes, transforming data into intelligence for frictionless commerce, safety, and reduced fraud. The Role: IDI is seeking a bright, highly motivated individual with an analytical mind for our Sales Support Team that can handle a variety of attention to detail required tasks in a fast-paced high-volume environment. Our Sales Support/Billing Specialists support the entire Sales Team through CRM administration and management, lead qualification, reporting, billing, A/R and drive automation projects to further streamline the departments operational efficiency and improve the functions control environment.

Requirements

2-3 years of related work experience preferred
Must have strong organization, communication, and multi-tasking skills with an ability to prioritize tasks and work well in a fast-paced environment
Invoicing and receivables proficiency with computerized accounting systems
Ability to handle a high volume of workload with extremely strong attention to detail
MS Excel experience with ability to develop and analyze reports along with knowledge of v-look up, queries, functions, and reports
MS products (Word, Outlook, etc.)

Nice To Haves

Experience with QuickBooks Enterprise
Experience with Salesforce preferred
Bachelor’s degree preferred

Responsibilities

Serve as the front end, main point of contact for the Sales Team and liaison between the Sales Team and other internal departments
Work directly with the Sales Team on a daily basis to fulfill their requests, which may include processing applications, assisting customers, process contracts, etc.
Manage the monthly invoicing and accounts receivable process, which may include manual data entry, reviewing and assessing late fees or credits due, manual billing adjustments and invoice distribution
Work directly with customers on a daily basis, which may include processing customer payments via credit card or ACH, updating billing contact information, invoice explanations, and collection calls on past due balances
Work collaboratively with the Operations Team, management, and other departments to ensure superior customer service
Coordinate with Sales and Client Support Teams to ensure timely and accurate billing
Assist with applying customer cash receipts and researching reconciliation items and unapplied cash on a regular basis
Research internal and external questions regarding billing, invoicing, payments, and account balances as well as investigate and resolve customer invoice disputes
Participate in billing set up and implementation for new accounts that require electronic and/or custom billing
Maintain accurate, up to date, properly stored account / implementation notes and records pertaining to customer billing
Perform weekly metric reporting, ad-hoc reporting, and other special projects as needed
Perform other related duties as assigned