Onboarding Specialist, ES

Remote, USA Full-time
Job Description: • Managing key mailboxes: Onboarding, Project Start, Purchase Orders and Invoice Issues • Collaborating with both internal and external customers • Investigating billing discrepancies and managing invoicing and collections • Building accounts in Salesforce, D365, EQAI & AESOP • Sending Contracts to GM's for execution • Communicating with Credit, Customer Service and Sales regarding new account builds • Uploading executed contracts to D365 & Salesforce • Receiving work orders from the field and building D365 projects • Receiving purchase orders, confirming pricing and terms • Updating Sales Tax Exemptions, profile fees, customer service contacts, etc. Requirements: • 2 - 4 years of data entry experience • Customer Service experience required • Billing experience required • Proficient with Microsoft Office, DocuSign, and PDF writer • High School Diploma - preferred • Ability to type a minimum of 35 words per minute • Knowledge of basic accounting processes • Detail Oriented for information accuracy Benefits: • Comprehensive medical benefits coverage • Dental plans • Vision coverage • Health care and dependent care spending accounts • Short- and long-term disability • Life insurance and accidental death & dismemberment insurance • Employee and Family Assistance Program (EAP) • Employee discount programs • Retirement plan with a generous company match • Employee Stock Purchase Plan (ESPP) • Paid Time Off (PTO) Apply tot his job
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