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Account Specialist

CrossLinkNorcross, Georgia, United StatesRemote, Onsite
This job is no longer open
ApplyDescription
Mission:To be a trusted partner who drives better business results for our healthcare customers. Together we grow.Position Summary:The Account Specialist will report directly to the Team Lead and will have no direct reports. This role handles all aspects of each client contract, including answering incoming and making outgoing calls to hospitals, surgery centers and sales reps, as well as responding to email requests. The Account Support Specialist will work closely with Sales staff on relationship building for all assigned accounts.

The Account Support Specialist works with the department staff and supervisor to assure a high standard of client support and assumes a proactive role for client communication. Scope of Role Responsibilities:

  • The essential functions include but are not limited to supporting the Field Locations, Warehouse Operations, Sales leaders and others in assigned areas.
  • Daily processing of purchase orders, pricing resolutions, billing and order replenishment.
  • Responsible for account management and resolution for assigned accounts / territories.
  • Generate, review and distribute billing reports relevant to support all assigned accounts / territories. 
  • Receive and process purchase order submissions while maintaining compliance with quality and requirements by verifying key data points.
  • Communicate with sales reps and healthcare professionals via phone and email.
  • Support Inventory department by understanding and following procedures to maintain accurate inventory records in the ERP system through proper billing and replenishment processes.
  • Manage inventories by tracking inventory records reflecting product movement, notifying customers when supplies of specific items are low, or when orders would deplete available supplies.
  • Prepare records of inventory shortages and shipments.
  • Determine urgencies and priorities of customer requests and assist in troubleshooting and problem solving, partnering with a manager when necessary.
  • Support team members with problem resolutions and proper operations protocol.
  • Process all work in accordance with relevant working practices and standard operating procedures.
  • Provide support beyond standard hours as needed if call volume and/or workload require additional time.
  • Perform or assist with other duties and projects as needed.

RequirementsDesired Experience & Skills:

  • High School Diploma or Equivalent
  • 1-2 years’ of previous Customer Service and Billing experience.
  • Demonstrated intermediate level with Microsoft Office suite, specifically Excel.
  • Experience working in a fast-paced rapidly growing environment.
  • Customer focused/must work well with customers of all levels/backgrounds.
  • Highly developed communication (written and verbal) skills.
  • Loads of energy, great personality, ready to engage and lead by example.
  • Works with a sense of urgency, able & willing to go above & beyond.

Competencies:

  • Accuracy/Quality – Is attentive to detail and accuracy. Committed to excellence, looks for improvements continuously, monitors quality levels, finds root cause of quality problems and own/acts on them. 

  • Adaptability/Flexibility – Adapts to change, is open to new ideas, takes on new responsibilities, handles pressure and adjusts to meet changing needs. Effectively copes with rapid change. Comfortably handles risk and uncertainty, is not easily rattled. 

  • Dependability – Meets commitments, works independently, accepts accountability, handles change, sets personal standards, stays focused under pressure and meets attendance/punctuality requirements.

  • Integrity/Ethics – Deals with others in a straightforward and honest manner, is accountable for actions, maintain confidentiality, supports company values.

  • Organization – Manages multiple, simultaneous activities, tasks and projects. Organizes resources to accomplish tasks in an efficient and effective way, prioritizes multiple activities and capitalizes on all available resources.

  • Sense of Urgency – Pursues everything with drive, often goes “above and beyond” to complete the task at hand. 

  • Teamwork - Meets all team deadlines and responsibility, listens to others and values opinions, helps team leader to meet goals, welcomes newcomers and promotes a team atmosphere.

Physical Demands

  • Light to Moderate physical activity. Lifting of at least 25 pounds.
  • Standing, sitting, lifting & moving for extended amounts of time.


This job is no longer open

Life at CrossLink

Thrive Here & What We Value1. Customer-focused2. Collaborative environment3. Fast-paced and rapidly growing work environment4. Emphasis on quality initiatives throughout the organization5. Moderate to heavy physical activity, regular lifting up to 50 pounds
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