Account Maintenance Supervisor at Liquid… · Location…

Account Maintenance Supervisor

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