What are the responsibilities and job description for the Account Executive position at Mills Escrow?
ROLE AND RESPONSIBILITIES
An Account Executive works directly with clients to learn their goals and establish how the company can meet their billing and collections needs. Their duties include regularly meeting quotas, goals, and other forms of client expectations, helping clients understand the Atlas Factoring, LLC portal or other resources to maximize support and consistently meeting daily funding deadlines laid out by the clients and the organization. In this role, you will be the main point of contact between the client and internal departments (including billing, operations, credit, and collections) to improve the entire client experience. This client/debtor-facing role will drive client satisfaction through billing excellence and a complete commitment to accuracy.
Essential Duties & Responsibilities:
- Serve as first and main point of contact for all client matters.
- Attending to clients' needs and developing relationships
- Acquiring more clients through prospecting and canvassing
- Coordinating internal tasks related to accounts to ensure clients receive billing and collection services.
- Assisting new clients through portal and processes
- Analyze invoices to ensure compliance with billing requirements and existing contracts.
- Process client invoices in Hub Trans and Cadence with accuracy and as per contractual agreements.
- Ensure (Notice of Assignment) NOA process is in place with active and/or new debtors and update system accordingly.
- Submit (Letters of Release) LOR when requested.
- Monitor e-billing progress.
- Monitor and follow up on original billing and submit accordingly.
- Monitor and follow up on manual billing and submit accordingly.
- Revise and resubmit short-paid and rejected invoices.
- Utilize accounting tools for tracking client specifics.
- Work directly with clients, operations, and credit to resolve issues.
- Manage task and assignments to achieve operational goals in accordance with company KPI’s.
- Follow through on non-Factored invoices.
- Review emails daily and follow up within the hour.
- Performs other duties as assigned.
Main Deadlines and KPI’s:
- Daily funding
- Review aging and make sure the loads in dispute or paperwork issues have at least 1 follow-up per week.
- Maximum of 3 chargebacks per month due to paperwork issues.
- Make sure the clients do not have negative reserves. Come up with a payment plan for carriers.
- Make sure verifications are done within 10 days of invoicing and in guidelines.
- Respond to client emails within the same day.
- Be on rotation for fuel requests and respond to fuel requests and after-hours support within 30 minutes.
Competencies
- Addressing operational concerns and issues, monitoring overall customer satisfaction.
- Good knowledge of electronic billing procedures.
- Proficient in MS Office (especially Excel); familiarity with databases and SQL is an asset.
- Excellent communication ability and skills.
- Organizational and time-management skills.
- Attention to detail.
- Teamwork skills.
- Ability to work independently and meet tight deadlines.
Qualifications and Education Requirements
- Proven work experience as an account manager/billing analyst or similar role.
- Knowledge of organizational effectiveness and accounts management.
- Familiarity with business and financial principles
- General knowledge of invoicing especially in the transportation, construction, and staffing industry.
- Leadership ability
Job Type: Full-time
Pay: $12.00 - $15.00 per hour
Expected hours: 40 per week
Benefits:
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Schedule:
- 8 hour shift
- Monday to Friday
Supplemental Pay:
- Bonus opportunities
Ability to Commute:
- El Paso, TX 79902 (Preferred)
Work Location: In person
Salary : $12 - $15