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Account Coordinator

otrcapital1

Roswell1mo ago

About the role

<p><span data-contrast="auto">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. </span><span data-ccp-props="{}">&nbsp;</span></p> <p><strong><em><span data-contrast="auto">OTR has been recognized as a “Top Workplace” by the Atlanta Journal-Constitution since 2016!</span></em></strong><span data-ccp-props="{}">&nbsp;</span></p> <p><span data-contrast="auto">As an </span><strong><span data-contrast="auto">Account Coordinator</span></strong><span data-contrast="auto">, 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.</span><span data-ccp-props="{}">&nbsp;</span></p> <p><span data-contrast="auto">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</span><span data-ccp-props="{}">&nbsp;</span></p> <p><strong><span data-contrast="auto">Responsibilities:</span></strong><span data-ccp-props="{}">&nbsp;</span></p> <ul> <li><span data-contrast="auto">Be a knowledgeable resource for client questions regarding their account, billing inquires, and general factoring information </span><span data-ccp-props="{}">&nbsp;</span></li> <li><span data-contrast="auto">Assist team with auditing client invoices in a timely and efficient manner.</span><span data-ccp-props="{}">&nbsp;</span></li> <li><span data-contrast="auto">Proactively make outbound calls to clients to enforce strong relationships, help problem solve and inform them on service offerings</span><span data-ccp-props="{}">&nbsp;</span></li> <li><span data-contrast="auto">Using independent judgement and discretion, assist the team in trouble shooting client issues with paperwork.</span><span data-ccp-props="{}">&nbsp;</span></li> <li><span data-contrast="auto">Responsible for fielding client calls and deescalating client issues through the highest levels of customer service.</span><span data-ccp-props="{}">&nbsp;</span></li> <li><span data-contrast="auto">Assess and aide clients on invoice issues that need additional paperwork or clarification </span><span data-ccp-props="{}">&nbsp;</span></li> <li><span data-contrast="auto">Communicate within the team about operations activities in order to meet daily deadlines  </span><span data-ccp-props="{}">&nbsp;</span></li> <li><span data-contrast="auto">Maintain financial security by following internal controls </span><span data-ccp-props="{}">&nbsp;</span></li> </ul> <p><strong><span data-contrast="auto">What we look for:</span></strong><span data-ccp-props="{}">&nbsp;</span></p> <ul> <li><span data-contrast="auto">Bachelor’s degree in Business or related field </span><span data-ccp-props="{}">&nbsp;</span></li> <li><span data-contrast="auto">Focus on Client experience   </span><span data-ccp-props="{}">&nbsp;</span></li> <li><span data-contrast="auto">Proficiency in MS Excel and related computer knowledge </span><span data-ccp-props="{}">&nbsp;</span></li> <li><span data-contrast="auto">Exceptional communication, organizational, and problem-solving skills </span><span data-ccp-props="{}">&nbsp;</span></li> <li><span data-contrast="auto">Coachability to learn a dynamic growing industry  </span><span data-ccp-props="{}">&nbsp;</span></li> <li><span data-contrast="auto">Team player with multi-tasking and prioritizing abilities </span><span data-ccp-props="{}">&nbsp;</span></li> </ul> <p><strong><span data-contrast="auto">Perks and Benefits:</span></strong><span data-contrast="auto"> </span><span data-contrast="auto"> </span><span data-ccp-props="{}">&nbsp;</span></p> <p><span data-contrast="auto">   OTR provides a competitive, comprehensive compensation package for our full-time employees:</span><span data-contrast="auto"> </span><span data-contrast="auto">  </span><span data-contrast="auto"> </span><span data-contrast="auto"> </span><span data-ccp-props="{}">&nbsp;</span></p> <ul> <li><span data-contrast="auto">Eligibility for Individual and Company bonus programs</span><span data-contrast="auto"> </span><span data-contrast="auto"> </span><span data-ccp-props="{}">&nbsp;</span></li> <li><span data-contrast="auto">Medical, Dental, Vision, Life/ AD&amp;D Insurance, Short-Term Disability</span><span data-contrast="auto"> </span><span data-contrast="auto"> </span><span data-ccp-props="{}">&nbsp;</span></li> <li><span data-contrast="auto">Pet Insurance, Paid Family Leave, Employee Assistance Program</span><span data-contrast="auto"> </span><span data-contrast="auto"> </span><span data-ccp-props="{}">&nbsp;</span></li> <li><span data-contrast="auto">Fully Paid Maternity Leave</span><span data-contrast="auto"> </span><span data-contrast="auto"> </span><span data-ccp-props="{}">&nbsp;</span></li> <li><span data-contrast="auto">401(k) with Company Matching</span><span data-contrast="auto"> </span><span data-contrast="auto"> </span><span data-ccp-props="{}">&nbsp;</span></li> <li><span data-contrast="auto">Generous PTO, Sick/Mental Health Days, Flex Holidays + Company Paid Holidays</span><span data-ccp-props="{}">&nbsp;</span></li> <li><span data-contrast="auto">Travel Stipend to support Work Life Balance</span><span data-ccp-props="{}">&nbsp;</span></li> <li><span data-contrast="auto">Leadership Development and Training</span><span data-ccp-props="{}">&nbsp;</span></li> <li><span data-contrast="auto">Continuous Learning + Professional enhancements</span><span data-ccp-props="{}">&nbsp;</span></li> <li><span data-contrast="auto">Weekly Catered Lunches + Casual Dress Code </span><span data-ccp-props="{}">&nbsp;</span></li> <li><span data-contrast="auto">Company Paid Fitness Membership</span><span data-contrast="auto"> </span><span data-contrast="auto"> </span><span data-ccp-props="{}">&nbsp;</span></li> <li><span data-contrast="auto">Volunteer Days and Opportunities with Company-Partnered Charities</span><span data-contrast="auto"> </span><span data-contrast="auto"> </span><span data-ccp-props="{}">&nbsp;</span></li> <li><span data-contrast="auto">Internal Inclusion programs</span><span data-contrast="auto"> </span><span data-ccp-props="{}">&nbsp;</span></li> </ul> <p><span data-contrast="auto">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.</span><span data-ccp-props="{}">&nbsp;</span></p> <p><span data-contrast="auto">OTR Solutions is an Equal Opportunity Employer</span><span data-ccp-props="{}">&nbsp;</span></p>

Perks & benefits

  • 401k
  • Paid Time Off
  • Pension Matching
  • Free Gym Membership
  • Equity Compensation

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