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Account Specialist

Posted 2024-11-07

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💎 Seniority level: Entry, 1+ years

📍 Location: Dominican Republic

🔍 Industry: Financial technology

🏢 Company: Forward Financing

⏳ Experience: 1+ years

🪄 Skills: Communication SkillsAnalytical SkillsCollaborationProblem SolvingCustomer serviceAttention to detailOrganizational skillsTime ManagementWritten communicationMultitaskingDocumentation

Requirements:
  • Bachelor’s Degree preferred or equivalent work experience.
  • 1+ years of professional customer service experience.
  • Ability to listen to customer needs and communicate effectively.
  • Respond empathetically and achieve monthly targets of past due customer balances.
  • Be a team player who suggests improvements on current processes.
Responsibilities:
  • Service a portfolio of small and medium sized business (SBM) customer accounts.
  • Follow up with customers who have missed payments and work with them empathetically to establish payment plans.
  • Maintain continuous follow through using various outreach methods.
  • Document the status of account(s) and next steps in Salesforce CRM.
  • Achieve monthly goals of recovered payments and provide excellent customer service.
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