The Customer Service Representative will be responsible for managing all functions related to all incoming client and vendor inquiries in a timely and professional manner via email or phone. Maintain client and vendor relations by handling and resolving various requests across the business. They will be required to assist management with streamlining workflow processes. The role requires the ability to use an analytical mindset to assess data and prioritize tasks in a fast-paced, fluid environment.
Essential Functions
Responsible for reviewing, analyzing, and completing vendor and client inquiries in a timely manner
Identifying the root cause of vendor and client inquiries
Assist management with streamlining workflow process
Review, analyze, and process billing and payment of vendor invoices
Manage 3rd Party Payment Services as requested
Ability to extract account payable reporting for vendors and analyze
Responsible for reconciling vendor statements
Responsible for analyzing client invoicing reports and issuing client credit and/or rebills
Manage vendor accounts by utilizing internal and external programs and software
Responsible for onboarding and updating vendor information within systems
Establishing and sustaining relationships with new and existing vendors
Responsible for working internal and external audits
Ability to collaborate and communicate effectively across departments
Provide guidance on internal processes across the business
Other duties assigned to ensure overall departmental efficiency.
Other Duties
Maintain productivity and quality standards as directed by Department Manager.
High-level knowledge of all processes throughout the company.
Assist with system testing and feedback
Encourage a team-work environment amongst co-workers and network across the business
Other duties assigned to ensure overall departmental efficiency.
Competencies
Adapts to fast paced environment and pursues learning and development.
Be able to research and locate resources while on a call.
Ability to handle high call volumes daily.
Champions innovation and demonstrates creativity.
Demonstrates resourcefulness and solves problems.
Able to work independently, effectively managing and using time through organization and structure.
Works effectively with systems; thorough and accurate
Hold a positive attitude to support a team environment.
Ability to communicate effectively (written, verbal) with all levels of staff and clientele
Education & Experience
High school diploma required.
Minimum of 3+ years billing and customer service experience required.
Intermediate to advanced skills in Microsoft Word and Excel
AS400 ISeries, JD Edwards, and Salesforce experience preferred but not required.
EEO Statement
Wheels is a Drug-Free Workplace. All employment is contingent on successful completion of drug and background screening.
Wheels is an equal opportunity affirmative action employer and administers all personnel practices without regard to race, color, religion, sex, age, national origin, sexual orientation, gender identity or expression, marital status or domestic partnership status, disability, protected veteran status or military status, genetic information, or any other category protected under applicable law. Wheels is committed to taking affirmative steps to promote the employment and advancement of minorities, women, persons with disabilities and protected veterans.
