Capturis - Setup Specialist

Department: Capturis

Overview

Setup Specialists assertively and persistently ensure the exactness of new property information as it is gathered and entered into the Conservice database. This includes gathering information from clients and account managers, entering and importing data, and ensuring that all entered information is correct and up to date. Success in this position will be measured by the team member's ability to successfully set up assigned portfolios in a timely and accurate manner, their ability to solve problems as they arise, and their conduct when communicating with clients.

We value accountability here at Conservice, so a strong sense of personal responsibility is a high priority. If you're looking for a chance to use your ability to investigate and solve problems, then this is the job for you!

Responsibilities

A normal day in this job involves:

• Requesting information from clients and following up through email or phone
• Inputting sensitive information into the Conservice database and creating a general ledger file
• Joining clients and account representatives on conference calls to discuss the Capturis process
• The job also includes the gathering and setup of information related to the Capturis process
• Phone use: Medium (Up to 25% of workday)
• • Type: Inbound, Outbound
  • Speaking with: Clients, Utility Vendors
  • Nature of call: Explaining setup process, gathering sensitive and non-sensitive information about property

You should consider applying if:

• You're able to explain a complex idea, both verbally and in writing, using clear, professional language
• You can prioritize your workload and proactively manage your time
• You can independently analyze and reason to make unaided decisions
• You act with patience and persistence during stressful situations
• You're an expert at solving issues using the resources and tools provided to you
• You enjoy working with others