Account Services Representative

PBS Systems; Calgary; On-site; CAD 45,000 - 60,000; Full time

Benefits offered by this job

Professional Development

Travel Opportunities

Health benefits

Paid Time Off

Inclusive culture

Employee recognition

Competitive compensation

Staff discounts

Job summary

PBS Systems in Calgary, AB is seeking an Account Services Representative to support dealer development teams with order flow and fulfillment. You will create and manage order documents, monitor status, and coordinate with Account Management, DTO/STT teams to ensure timely service delivery.

The role focuses on administrative order processing, internal alignment, and ensuring customers receive the goods and services promised. It offers growth, training, and opportunities across Canada and the U.S.

Qualifications

• High School Diploma required; PBS Certified Professionals program encouraged.
• Strong written and verbal communication; detail oriented and organized.
• Ability to manage multiple orders and follow up until completion.
• Comfortable with cross-functional teams and rapid process changes.
• Proactive in updating customers and internal stakeholders.

Responsibilities

• OIF creation and processing.
• Online purchase form handling and response labeling.
• Attend inter-department meetings.
• Provide coverage for Executive Assistant tasks on order requests.
• Monitor internal processes to ensure on-time delivery of goods and services.
• Support customer-facing teams to fulfill promises.
• Maintain monthly cancellation spreadsheet and report to executives.
• Inform customers of out-of-stock or back-order statuses.
• Review open OIFs and cornerstone calls for progress.
• Process historical renewals and dealer changes as needed.
• Weekly reconciliation of orders.

Skills

Microsoft Office

Communication

Time management

Independence

Follow-up

Organizational skills

Education

High School Diploma

PBS Certified Professionals program

Tools

Microsoft Office Suite

Job description

Company Name: PBS Systems

Job Location: Calgary, AB (HQ)

Job Type: Full-time, Permanent

No. of Openings: 01

No travel

Account Services Representative

Reports To: Team Lead, Account Services

PBS is the fastest growing “All Inclusive Business Platform” vendor in North America and we’ve only just begun!

PBS has been transforming how people buy and service cars for almost 40 years, becoming the third largest Dealership Management System(DMS) provider in North America. Each month, hundreds of new users join our platform, which helps dealerships manage sales, service, inventory, and accounting. What sets us apart is how we treat our customers - as partners, innovators and friends.

At PBS, we invest in your growth. Your career can progress in alignment with your strengths, interests, and aspirations.

The Role:

The Account Services Representative provides background administrative support to the customer-facing teams within Dealer Development. Primarily focused on order flow and ensuring fulfillment - the role will involve both creation and management of order documents along with monitoring the status and following up on the flow of the orders themselves.

The role will involve working daily with but not limited to the following teams: Account and Relationship Management will submit OIF (Order Information Form) requests, PBS Admin may inquire regarding the status of specific orders to coordinate their billing process, DTO (Dealer training Optimization)/ STT (Software training and transition) to confirm status of onsite training and software requests. Administrative Orders to determine product availability and back-order status.

Job Responsibilities:

• OIF (Order Information Form) creation and processing
• Online MS Purchase Forms - Automated sales inquiry response – labels / routers /printers / other features as added
• Inter-department meeting attendance
• Coverage for Executive Assistant role for specific order requests when they are unavailable
• Acting as a monitor of internal processes to ensure document flow is correct and moving ensures that our customers receive the goods and services expected
• The representative is responsible for helping customer-facing teams keep their promises to our clients
• Maintain monthly cancellation spreadsheet and submit to executive monthly
• Update customers with out-of-stock or back-order situations as required
• Non DMS meeting review what needs to be brought up by team members
• Review open OIFs and cornerstone calls to verify progress being made or why not
• Process historical renewals
• Begin process for customer changes by confirming dealer request, and sending out forms as needed to authorized users
• Weekly reconciliation of orders

Qualifications:

• High School Diploma
• Solid knowledge of Microsoft Office Suite – including word and excel
• PBS Certified Professionals program is encouraged
• Ability to embrace variety, change and innovation
• Listening and organizational skills, attention to detail, and a strong follow up ethic are the key attributes for success in this role
• Superior verbal and written communication skills
• Strong follow-up skills and internal communication / relationship skills are essential
• Excellent time management, and the ability to work independently are a must

What we offer:

• Professional Development – Continuous training, industry certifications, and clear pathways for career advancement
• Travel Opportunities - Travel to locations across Canada, the U.S., and the Caribbean
• Comprehensive health benefits - Medical and dental coverage to support your well-being
• Paid Time Off – PTO to help you recharge and maintain work-life balance
• Inclusive culture - A collaborative, supportive team environment where your ideas and voice truly matter
• Employee recognition - Regular appreciation programs and performance-based incentives
• Competitive compensation package
  • Competitive annual base salary
  • Up to $4,800 per year in product certification bonuses
  • Additional performance incentives
  • Attractive employee referral bonuses
• Staff discounts – Exclusive savings with partners such as GM, Dell, and more

Should you be selected for an interview, you will be contacted via email. Please monitor your junk/spam folder.

PBS is an equal opportunity employer. Accommodation will be provided during the hiring process as required.