Who Our Client Is:

Our client brings industry communities together to solve supply-chain problems through the adoption and implementation of their standards. More than 340,000 businesses in 25 industries rely on our client for trading-partner collaboration and for maximizing the cost effectiveness, speed, visibility, security, and sustainability of their business processes. They achieve these benefits through solutions based on their global unique numbering and identification systems, bar codes, Electronic Product Code-based RFID, data synchronization, and electronic information exchange.

What Our Client Needs:

Our client is looking for a Financial Billing Agent. As a Financial Billing Agent, you will be responsible for accurately processing email bounce backs, account merges, contact updates, and all other data base clean up tasks.

In this role, you are responsible for timely and accurately updating all member accounts.

You will be responsible for maintaining and updating customer contact information for ALL divisions including gathering updated contact information, obtaining updated email address from bad email bounce backs, database clean-up and other special projects. Managing and resolves issues received via phone and email to closure within established SLA. You may also be responsible for some collections and up selling of products & services.

The Financial Billing Agent must have a firm understanding of computer hardware and software, especially Microsoft Office products, primarily Word, Excel, and PowerPoint. You must be proficient at Internet research and use of email, and handling mail.

You will work closely with the Member Support Services team, Legal and Finance Departments. This role requires the ability to coordinate company resources to effectively meet customer needs and Company goals in connection with back-office processing.  

What You’ll Do:

• Ensure service is provided in accordance with the Customer Call Center Support and Operations Procedures within defined SLAs
• Actively seek to understand the technology and take ownership of customer issues 
• Perform data quality processes such as researching email bounce backs, returned mail, updating contact information, account and contact consolidation/merging, and correcting of any other data quality issues within the customer management system and ERP system 
• Prepare/update Work Instructions for department processes
• Update company demographics
• Scan all hardcopy documentation into archival system
• Provide phone support for the call center when applicable
• Review and process inbound customer contracts including customer agreements, vendor agreements, subscription agreements, order forms, statements of work, amendments, and various other forms and agreements
• Liaison between sales, customers, and legal for routing, and processing contract related documents for signature and archiving
• Support additional corporate legal, regulatory, corporate governance, legal research, training, and M&A projects and other legal and compliance initiatives

What You’ll Need:

• 2-4 years of data processing environment experience
• 2 Years Associates Degree preferred
• Strong working knowledge of the MS Office suite of products including advances knowledge of Excel (Pivot Tables and Lookups). Strong written and verbal communication skills. Proficient and comfortable in Microsoft Office Software, especially Word and redlining and comparing documents
• Excellent Customer Service and interpersonal skills and exceptional oral communication skills.
• Experience with Microsoft Dynamics 365 CRM and Finance and Operations are a plus.
• The Customer Operations team is the voice of the customer in support of their business.
• Ability to actively seek to understand procedures and guidelines for all entities and take ownership of external/internal customer issues.
• MS Outlook experience including the ability to utilize pre-defined templates for email responses. Excellent written skills as it pertains to email netiquette and grammar. 
• Must be accountable and able to manage each customer issue like a project, including resolution, documentation, and subsequent communication to the customer.
• Friendly, patient, confident and articulate telephone manner with strong customer service mentality. We also utilize Phone Pro skills for all customer communications.
• Must possess team-building skills.
• Ability to manage and prioritize multiple matters and deadlines
• Careful attention to detail and the ability to spot issues, errors and inconsistencies
• Positive customer service oriented and teamwork attitude

What They Offer:

• A hybrid work environment in their Dayton, OH office (Currently 2 days a week and if there is an additional business need)
• 21 days of PTO
• Ten company holidays
• Immediate and Automatic contribution to 401K
• Elite Medical coverage 
• Access to LinkedIn Learning

Our client is an Equal Opportunity Employer - All qualified applications will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, or national origin