Description

The Customer Account Representative is responsible for coordinating a district’s daily office functions, which includes maintaining detailed customer account records and district billing functions.

Knowledge and Physical Requirements

• High school diploma or equivalent.
• Basic computer skills, including Microsoft Office programs (Word, Excel, PowerPoint).
• Understanding of debits and credits bookkeeping.
• Willing to work flexible hours, including evenings, weekends and holidays, as well as emergency off-hours as required.
• Valid driver’s license.
• Able to lift and / or push 75 pounds.

Behavioral Skills (How the jobholders must conduct themselves with other people.)

• Possesses quality orientation with a get it right the first time attitude.
• Complies with patient privacy laws in all matters.
• Maintains and projects confidence, enthusiasm and a professional image.
• Flexible, coachable.
• Demonstrates strong communication skills (listening, writing and speaking).
• Demonstrates team orientation and shows respect for others.
• Proactive and self motivated.
• Organized; prioritizes to meet deadlines.
• Ability to work with very little supervision.
• Operates with a proactive approach towards safety, health and quality in compliance with all company, governmental and customer policies and regulations.
• Customer-focused; willing to go above and beyond.

Practical Skills (Tasks that the job holder must be able to do and demonstrate.)

• Understands and uses effective conflict resolution skills in addressing accounts receivable or service concerns, e.g., identifies and resolves discrepancies and disagreements.
• Receives and handles incoming district calls.
• Leads accounts receivable collections, calls and meetings.
• Organizes and tailors district office tasks, such as making vendor payments, organizing meetings, making travel arrangements, coordinating business meals and ordering office supplies as needed.
• Maintains daily email communication with team members regarding consistent customer focused transactions.
• Creates and maintains updated customer profile preferences to be used by all district personnel.
• Provides accurate billing and credits for rental, sales and service.
• Creates and maintains district vendor reference book, account files and Material Safety Data Sheet documents.
• Provides support for shipping and receiving activities.
• Performs other assigned duties.

Primary Job Location :

Denver CO - Lab

Additional Locations (if applicable) :

Apple Valley CA - Lab, Roanoke TX - Lab, Tacoma WA West - Lab

Job Title :

Customer Account Representative I

Company : Agiliti

Agiliti

Location City : Denver

Denver

Location State : Colorado

Colorado

Pay Range for All Remote Locations :

$13.47-$33.73

Last updated : 2024-05-22