- Location
- Boca Raton, FL
- Department
- Sales
- Source
- Paylocity
Description
Description
Our Company:
At IDI, we deliver innovative identity intelligence solutions. Our proprietary technologies and advanced analytical capabilities empower organizations to operate with confidence, providing real-time identification and location of individuals, businesses, assets, and their interrelationships. With a focus on identity verification, risk mitigation, due diligence, fraud detection and prevention, regulatory compliance, and customer acquisition, our intelligent platform, CORE™, caters to organizations of all sizes, transforming data into intelligence for frictionless commerce, safety, and reduced fraud.
The Role:
IDI is seeking a bright, highly motivated individual with an analytical mind for our Sales Support Team that can handle a variety of attention to detail required tasks in a fast-paced high-volume environment. Our Sales Support/Billing Specialists support the entire Sales Team through CRM administration and management, lead qualification, reporting, billing, A/R and drive automation projects to further streamline the departments operational efficiency and improve the functions control environment.
What You Will Do:
- Serve as the front end, main point of contact for the Sales Team and liaison between the Sales Team and other internal departments
- Work directly with the Sales Team on a daily basis to fulfill their requests, which may include processing applications, assisting customers, process contracts, etc.
- Manage the monthly invoicing and accounts receivable process, which may include manual data entry, reviewing and assessing late fees or credits due, manual billing adjustments and invoice distribution
- Work directly with customers on a daily basis, which may include processing customer payments via credit card or ACH, updating billing contact information, invoice explanations, and collection calls on past due balances
- Work collaboratively with the Operations Team, management, and other departments to ensure superior customer service
- Coordinate with Sales and Client Support Teams to ensure timely and accurate billing
- Assist with applying customer cash receipts and researching reconciliation items and unapplied cash on a regular basis
- Research internal and external questions regarding billing, invoicing, payments, and account balances as well as investigate and resolve customer invoice disputes
- Participate in billing set up and implementation for new accounts that require electronic and/or custom billing
- Maintain accurate, up to date, properly stored account / implementation notes and records pertaining to customer billing
- Perform weekly metric reporting, ad-hoc reporting, and other special projects as needed
- Perform other related duties as assigned
What You Bring:
- 2-3 years of related work experience preferred
- Must have strong organization, communication, and multi-tasking skills with an ability to prioritize tasks and work well in a fast-paced environment
- Invoicing and receivables proficiency with computerized accounting systems
- Ability to handle a high volume of workload with extremely strong attention to detail
- MS Excel experience with ability to develop and analyze reports along with knowledge of v-look up, queries, functions, and reports
- MS products (Word, Outlook, etc.)
- Experience with QuickBooks Enterprise
- Experience with Salesforce preferred
- Bachelor’s degree preferred
What We Offer:
IDI offers excellent benefits including opportunity for a 401K and generous company match, flexible PTO policy, medical, dental and vision coverage, commuter benefits, in-office healthy snacks, team events and more.
IDI is proud to be an equal opportunity employer
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