About this role
Position Overview:
The primary function of this role is to lead our Purchase Order and Account Maintenance team to meet all KPIs and essential functions.
Essential Functions:
- Support sales team in customer calls regarding PO Management, Portals and Portal Invoicing
- Ensure billing rejections are being maintained and resolved prior to month-end processes
- Run 1&1 report daily to apply Purchase Orders from PO Table to Service Call
- Receive and accept all purchase orders from customers
- Reconcile to customer QSR to ensure accurate NSDs and frequencies
- Monitor account set-up/account update to ensure we are hitting KPIS and maintaining dashboards
- Provide support to Director of Financial Operations as needed
- Reconcile open customer POs for clean-up, missed services or errors
- Monitor inbox to ensure all Emergency services and portal notes are addressed
- Provide support to team to meet Purchase Order import deadlines
- Provide training and continued education to team on updated processes and improvements
- Register and set-up all new portal customers including uploading certificate of insurance, rates, contact info, etc.
Supervisory Responsibilities
Oversee team of 10+ to meet goals, KPIs and ensure that all functions are being performed as needed
Education and Experience
- Knowledge of third party portals a plus (Service Channel, Corrigo, Verisae, etc)
- 2+ Years of data entry experience
- 1 year of prior Supervisory or Management experience
- Great Plains knowledge a plus
- Proficient in Microsoft Office and related software
- Independent and self-motivated
- Excellent verbal, written, and communication skills
- Excellent interpersonal and customer service skills
- Excellent organizational skills and attention to detail
- Ability to work flexible hours/overtime
- Ability to multitask
Working Environment:
- There are no special physical requirements for this position.
- General office conditions
- Some light lifting and bending
- Periods of sitting