Account Services Representative - Remote Eligible

Job Opportunity At Infinit-O

Infinit-O is the trusted customer-centric and sustainable leader in Business Process Optimization for Small and Medium businesses in the Financial Services, Healthcare, and Technology sectors by delivering continuous improvement through technology, data, and people.

Job Description

This is a remote position. Infinit-O partners with the world's fastest-growing companies in Financial Services, Healthcare, and Technology, offering data-driven solutions and providing strategic advantage. Our company specializes in business process optimization for 18 years now, with a world-class Net Promoter Score of 71, delivering powerful technology and high-performance teams within our highly engaged and agile culture.

Specific duties and responsibilities include:

• Ability to respond to incoming requests related to account balances and invoices, cancellation of software and services, and account ownership.
• Resolve basic billing discrepancies.
• Explain financial statements, billing requirements, and contractual obligations clearly and accurately.
• Maintain good customer relations and work effectively with clients to accomplish their practice goals.
• Identify and document needs, problems, and solutions for your clients.
• Collaborate with other team members, and cross-teams to proactively reach out to at-risk clients to solve concerns before they develop into problems.
• Independently manage research and employ problem-solving techniques to find solutions to client needs.
• Manage an efficient and productive phone and email flow (inbound and outbound).

Requirements & Qualifications

• Understanding of accounting principles and excellent math skills.

• Excellent "people skills" — the ability to engage others, explain difficult concepts, negotiate, and keep engagement and confidence levels high.

• Superb communication skills in all forms, bilingual English/Spanish a plus.

• Ability to maintain control over conversations and speak with clarity and confidence.

• Ability to identify and assess customers' needs to achieve a high level of customer satisfaction.

• Experience with Microsoft Office products and tools.

• Ability to adapt to change while maintaining priorities.

Nice-to-haves:

• Previous experience in an accounting or account inquiry role.

• Experience with Salesforce CRM.

• Experience with Zuora software.