Customer Success Specialist Job at OTR Solutions, Roswell, GA

ajhFTUVkVC92Yk1XM1pVVE1aUnl5RkRRUUE9PQ==
  • OTR Solutions
  • Roswell, GA

Job Description

OTR Solutions is an innovator in the transportation industry providing a suite of factoring, fuel, and business management focused solutions. We help new and established companies get fast access to the funds they need for daily operations. As a Private Equity backed FinTech company, we are looking to grow our best-in-class financial organization.

OTR has been recognized as a “Top Workplace” by the Atlanta Journal-Constitution since 2016!

As an Account Coordinator , you will be responsible for growing and sustaining our business primarily through handling the operational aspects of client payables. You’ll be part of a collaborative, fast-paced team that prides itself on delivering top-tier service and building real relationships with our clients.

Day-to-day activities will revolve around invoice processing, troubleshooting client issues, and working closely with a team to complete daily tasks. You will also take an active role in client outreach. Through outbound phone calls, you’ll connect directly with clients to check in, answer questions, and talk through the products and services that can help their business thrive. If you're someone who thrives on meaningful conversations, takes pride in offering helpful solutions, and brings a positive, coachable attitude to the table every day — this role is made for you

Responsibilities:

  • Be a knowledgeable resource for client questions regarding their account, billing inquires, and general factoring information
  • Assist team with auditing client invoices in a timely and efficient manner.
  • Proactively make outbound calls to clients to enforce strong relationships, help problem solve and inform them on service offerings
  • Using independent judgement and discretion, assist the team in trouble shooting client issues with paperwork.
  • Responsible for fielding client calls and deescalating client issues through the highest levels of customer service.
  • Assess and aide clients on invoice issues that need additional paperwork or clarification
  • Communicate within the team about operations activities in order to meet daily deadlines
  • Maintain financial security by following internal controls

What we look for:

  • Bachelor’s degree in Business or related field
  • Focus on Client experience
  • Proficiency in MS Excel and related computer knowledge
  • Exceptional communication, organizational, and problem-solving skills
  • Coachability to learn a dynamic growing industry
  • Team player with multi-tasking and prioritizing abilities

Perks and Benefits:

OTR provides a competitive, comprehensive compensation package for our full-time employees:

  • Eligibility for Individual and Company bonus programs
  • Medical, Dental, Vision, Life/ AD&D Insurance, Short-Term Disability
  • Pet Insurance, Paid Family Leave, Employee Assistance Program
  • Fully Paid Maternity Leave
  • 401(k) with Company Matching
  • Generous PTO, Sick/Mental Health Days, Flex Holidays + Company Paid Holidays
  • Travel Stipend to support Work Life Balance
  • Leadership Development and Training
  • Continuous Learning + Professional enhancements
  • Weekly Catered Lunches + Casual Dress Code
  • Company Paid Fitness Membership
  • Volunteer Days and Opportunities with Company-Partnered Charities
  • Internal Inclusion programs

OTR’s mission is to create exceptional value for our clients by providing industry leading financing and back-office solutions. Three pillars that are crucial to supporting that mission are outstanding customer service, technology that creates efficiency for ourselves and our customers, and a culture that provides the opportunity for employees to achieve greatness.

OTR Solutions is an Equal Opportunity Employer

Job Tags

Holiday work, Full time, Temporary work, Casual work, Flexible hours,

Similar Jobs

Pocketbook Agency

Part-Time Personal Assistant/Companion Job at Pocketbook Agency

 ...JRN: 2070 We are seeking a warm and dependable part-time Personal Assistant and Companion to support a retired international business founder in Miami, FL. The ideal candidate is mature, patient, and engagingsomeone who enjoys meaningful one-on-one time, travel, and... 

RT-Connections, LLC

Barista Job at RT-Connections, LLC

 ...Our client in the Montrose area is looking for 5-6 full-time and/or part time experienced Baristas. The client is a high-end commercial and residential luxury interior design firm who has recently added a coffee and matcha bar to their gallery experience. There will no... 

Insight Global

Geographic Information Systems Technician Job at Insight Global

 ...position, working with Designers, Engineers, GIS Management, and other support staff. The incumbent will perform cartographic displays (ESRI Suite, Autodesk, and other software programs) which support engineering and construction detailed drawings of electrical assets... 

ITP (International Talent Partnership)

Service Center Manager Job at ITP (International Talent Partnership)

 ...communication, and team development skills. Analytical and metrics-driven mindset. Bachelor's degree in Engineering, Business Administration, or related field preferred. Whats On Offer Competitive compensation package Comprehensive benefits Leadership... 

UC San Diego

Social Sciences Researcher/Predoc Job at UC San Diego

 ...Diego campus a few times a year.DESCRIPTIONUnder direct guidance of Rady School of Management faculty (Anya Samek), the Social Sciences Researcher applies acquired skills and knowledge of applicable research discipline to support field research projects of small to...