Customer Service and Accounting Liaison
Indexed description
Hours would be M-F 7:30am-4:15pm with occasional late shift 8:15am-5:00pm.
ESSENTIAL FUNCTIONS AND KEY RESPONSIBILITIES:
- The Accounting Liaison will work in unison with the customer account specialists, field sales agents, and the accounting team in all endeavors with customers and help assist in prospects and Messenger customers. Accounting Liaison will always focus on building customer relationships that enhance customer loyalty which in turn will help increase sales.
- Serves as first contact for the accounts receivable team to obtain new credit card information. Works with customer Service and Sales Reps to receive past due balances and relieve credit hold issues.
- Serves as first line for the Customer Service Team for escalated issues related to invoices, statements, and overall accounts receivable customer questions.
- Maintain excellence in customer service with quality communication using tone, follow-up and delivery.
- Flexible schedule to meet family needs.
- Work with positivity and a strong sense of team.
- Other duties as assigned.
- High School Diploma or equivalent
- 2+ Years of Customer Service and Accounting experience
- Proficiency in Microsoft Office Suite (Outlook, Teams, Excel, etc.)
- Experience with CRM systems & customer support software
- Desire to help customers and exceed expectations (go the extra mile)
- Strong Communication skills both verbally and written
- Interpersonal skills and willingness to work with a team
- Ability to prioritize with a great sense of urgency
- Demonstrate empathy and concern for our families and funeral homes
- Ability to thrive in a fast paced, ever-changing environment
- Ability to troubleshoot and a high level of critical thinking skills are required
- Paid Holidays
- Paid Time Off
- Insurance (Vision, Dental, Health, & Life)
- 401(K) / Matching
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