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Account Administrator I
2 weeks ago
Overview
The Revenue Operations
Account Administrator I (Account Set-up)
serves as a critical resource in the Revenue Operations/Order Acceptance department in the research and analysis of complex items relating to account set-up in handling site set-up, activating products, and other related inquiries.
Responsibilities
- Create client databases for new Property Management Company and sites, enable product centers per executed order in OneSite with target of 1.5 hours service level specification
- Manage Account Set-up queue in Salesforce that includes creating of user access testing historical database for clients in, performing database transfer that involves change requests in One-site, activating sites scheduled for the day and cleaning up the account set up queue that includes orders not related to Onesite
- Communicate with internal clients/departments and some external clients regarding client orders as necessary
- Serves as a resource point of contact to all Accounting, Product Support, Account Management and Client Services groups related to database issues
- Maintain and verify screening certification information in Onesite ensuring compliance with screening team's standards and ensures process documentation is updated and created as necessary
- Update PMCs and site IDs in Order Management System
- Assisting in generating month end and yearly volume reports that includes attendance of the team depending on the business needs
- Be proactive in addressing concerns and opportunities for improvement
- Responds timely and accurately to the escalations of the other members of the team
- Escalate issues and or provide sound recommendation to the Revenue Operations supervisor and business unit contacts; should be able to provide and develop solution to problems
Required
Qualifications
- Bachelor's Degree preferred with background in Business, Accounting, or Finance
- Excellent Customer Service skills
- Excellent oral and written communication skills in the English Language
- Preferred 1-2 years of experience in revenue operations, sales operations, or finance supporting operational role
- Proficient knowledge of Microsoft Office with a very strong emphasis in Excel, and the ability to manage large datasets and consolidate into a digestible format with attention to error free detail
- Systematic, disciplined, and analytical approach to problem solving and detail oriented
- Ability to work independently, multi-task, achieve tight deadlines, and take initiative on projects as needed
- Must be a dynamic team player
Knowledge/Skills/Abilities
- Office procedures
- Customer service
- Business tools & systems
- Product training
- Coaching / mentoring
- Policies / Ethics
- Performance Management
- Other work relevant trainings
