Account Specialist

At the heart of our company is our people.  People from many different backgrounds with different vantage points, opinions, and experiences.  We strive to continually lead with our IMPACT values and empower our employees to develop their full potential on a team that is passionate about acceptance, inclusivity, and achievement. Our employees are the driving force for the innovation, collaboration and creativity that enables our organization to deliver strategic success. 

Job Summary:
The Account Specialist is responsible for providing a wide range of administrative support to our external and internal clients in their day- to- day operations.  This position is responsible for responding to all customer inquiries including accurately tracking and reporting inquires in internal applications.

Primary Duties and Responsibilities:

• Responsible for answering phones and directing inquiries to appropriate team members
• Monitor customer support mailboxes and respond timely to all customer inquiries
• Work closely with the Sales team to ensure all orders are accurately recorded in SalesForce
• Responsible for sending customer invoices via email and payment portals
• Collect payments promptly
• Set up and track credit card payments in Authorize.Net
• Complete and maintain required vendor forms
• Maintain spreadsheets for tracking sales
• Accurately update customer records with every phone call in Salesforce

• Serve as point of contact for building management, and assist with maintenance of electronic access for new and existing team members
• Monitor office supplies inventory and order supplies as needed.
• Partner with vendors to ensure snacks and beverages (including water) are available.
• Additional duties as assigned.

• Customer-Centric - Establishes and maintains effective relationships with customers, effectively aligns strategy with customer’s business, anticipates customer needs and sets high standards for customer service
• Enthusiasm & Passion - Communicates a compelling and inspired vision of core purpose, focused on the future (not the past), inspires others to take the journey, sparks passion and creativity among those around them
• Manages Ambiguity & Change - Makes decisions with available information that align with strategy, embraces and manages change, challenges the status quo and champions new initiatives, comfortably handles risk and uncertainty
• Emotional Intelligence - Capable of recognizing the emotions of self and others, demonstrates the ability to adjust to the emotional environment, builds sustainable rapport, uses diplomacy and tact to achieve mutually beneficial outcomes

• Excellent written and communication skills with a good telephone demeanor
• Detail-oriented and ability to multi-task
• Problem-solving skills, self-motivated, goal and team-oriented
• Adaptable and willing to learn new tools and technologies as needed.
• Proficiency with Microsoft Office Suite
• Salesforce or customer service application experience a plus
• Authorize.Net or payment service provider experience a plus

• 3 years of experience in administrative support, customer service, or a related role
• High School Diploma or equivalent

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.

All external applicants must be legally eligible to immediately work in the country of hire without current or future sponsorship.

If you require an accommodation under the Americans with Disabilities Act, Section 503 of the Rehabilitation Act or similar law in order to apply for employment at Simplify Compliance, please contact our Talent Acquisition Team 1.800.727.5257, ext. 8101.

Job applicants may request to review the company's Affirmative Action plans by contacting the talent acquisition team/recruiter, Human Resources department or Chief People Officer.