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Common Responsibilities:
- Maintain and update customer or client accounts, ensuring all information is accurate and current.
- Ensure proper documentation for all account transactions or modifications.
- Provide assistance to customers regarding account-related inquiries, such as billing questions, order status, or account features.
- Troubleshoot and resolve issues related to accounts, working with other departments (e.g., billing, tech support) when necessary.
- Prepare and send invoices to clients, ensuring that all billing information is accurate and up to date.
- Monitor payments and follow up on overdue accounts, if applicable.
- Generate reports related to account activity, payments, usage, or other key metrics.
- Provide regular updates or summaries to management or other relevant departments.
- Work closely with teams such as Technician to ensure a seamless customer experience.
- Assist in managing account-related projects, such as onboarding new clients or implementing system upgrades.
- Ensure that accounts adhere to company policies and legal regulations.
- Help track and follow up on contracts, renewals, and compliance documentation.
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