Customer Accounts Specialist

autobia | أوتوبيا; Riyadh; On-site; SAR 60,000 - 90,000; Full time

Job summary

autobia is seeking a Customer Accounts Specialist to own the financial procedures tied to customer accounts and manage the operational administration of merchant loyalty programs. You’ll be the operational link between Customer Operations and Accounting, ensuring accuracy of every payment-linking, refund, settlement, or loyalty reward action.

Responsibilities include approving payment link requests, processing refunds and settlements, coordinating with Accounting, tracking loyalty rewards,

Qualifications

• Bachelor's degree in Business Administration or related field.
• 1–3 years of experience in financial operations, accounts receivable, or similar role.
• Proficiency in CRM systems and financial management tools, with strong command of Microsoft Excel.
• High attention to detail and commitment to financial accuracy.

Responsibilities

• Review and approve requests to link customer payments to orders, verifying amounts match order values before processing financial actions.
• Process approved financial adjustments on customer accounts — including refunds and settlements — in line with internal approval policies.
• Act as the operational link between Customer Operations and Accounting on financial actions involving a customer, including loyalty rewards.
• Flag discrepancies between recorded and actual amounts and coordinate with Accounting to correct them.
• Respond to Sales Operations inquiries about payment status when it affects order holds.
• Execute and administer loyalty program operations for eligible merchants, including target setting and performance tracking.
• Verify merchant eligibility and categorization for loyalty tiers, and process approved loyalties accurately and on time.

Skills

Attention to detail

Financial accuracy

CRM experience

Excel proficiency

Discrepancy resolution

Communication skills

Documentation

Education

Bachelor's degree in Business Administration or related field

Tools

CRM systems

Financial management tools

Microsoft Excel

Job description

We're looking for a Customer Accounts Specialist to own the financial procedures tied to customer accounts and the operational administration of merchant loyalty programs. You'll act as the operational link between Customer Operations and Accounting, ensuring the accuracy of every payment-linking, refund, settlement, or loyalty reward action.

Key Responsibilities

• Review and approve requests to link customer payments to their corresponding orders, verifying that amounts match order values before processing any financial action.
• Process approved financial adjustments on customer accounts — including refunds and settlements — in accordance with internal approval policies, documenting every action in an auditable manner.
• Act as the operational link between the Customer Operations team and the Accounting team on any financial action involving a customer, including ensuring that loyalty reward disbursements are reflected correctly in merchant accounts.
• Flag any discrepancy between recorded and actual amounts and coordinate with Accounting to correct it.
• Respond to Sales Operations inquiries about payment status when it is the reason an order is on hold.
• Execute and administer loyalty program operations for eligible merchants, including target setting, performance tracking, and reward calculation on a monthly and quarterly basis.
• Verify merchant eligibility and categorization for each loyalty tier, and process approved loyalty rewards accurately and within the specified timelines.

Qualifications

• Bachelor's degree in Business Administration or a related field.
• 1–3 years of experience in financial operations, accounts receivable, or a similar role.
• Proficiency in CRM systems and financial management tools, with strong command of Microsoft Excel.
• High attention to detail and commitment to financial accuracy.
• Strong sense of integrity and commitment to following approval policies.
• Ability to identify discrepancies quickly and act decisively to resolve them.
• Clear and professional communication when coordinating between teams.
• Organized and methodical approach to documentation and record-keeping.