Account Services Representative

Canadian Inclusion; Calgary; Hybrid; CAD 52,000 - 70,000; Full time

Benefits offered by this job

Professional Development

Travel opportunities

Health benefits

PTO

Inclusive culture

Employee recognition

Competitive base salary

Product certification bonuses

Staff discounts

Job summary

PBS is seeking an Account Services Representative to provide administrative support for customer-facing teams within Dealer Development. The role centers on order flow, creation and management of order documents, and monitoring status to ensure timely fulfillment.

Daily collaboration with Account and Relationship Management, PBS Admin, DTO/STT, and internal teams to confirm order status, billing, training and software requests and product availability.

Qualifications

• High School Diploma.
• Solid knowledge of Microsoft Office Suite – including word and excel.
• 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.

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.

Skills

Attention to detail

Follow-up skills

Communication skills

Time management

Work independently

Education

High School Diploma

Tools

Microsoft Office Suite

Excel

Word

Job description

Account Services Representative (Information Technology)

Job Type

Full-time, Permanent

No. of Openings

01

Job Requirement(s)

No travel

Account Services Representative

Reports To:

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. Apply today!

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
• 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.