Account Coordinator

OTR Solutions; Scottsdale (AZ); On-site; USD 45,000 - 60,000; Full time

Benefits offered by this job

Individual and Company bonus programs

Pet Insurance

Paid Family Leave

401(k) with Company Matching

Generous PTO

Company Paid Fitness Membership

Volunteer Days and Opportunities

Job summary

A leading FinTech company in Arizona is seeking an Account Coordinator to handle client payables and strengthen client relationships. In this role, you will process invoices, troubleshoot client issues, and actively reach out to clients. The ideal candidate will have a Bachelor’s degree in Business, strong MS Excel skills, and a passion for enhancing client experiences. The position offers competitive compensation, generous PTO, and additional perks like fitness memberships and professional development opportunities.

Qualifications

• Bachelor’s degree in Business or related field.
• Proficiency in MS Excel and related computer knowledge.
• Exceptional communication, organizational, and problem-solving skills.

Responsibilities

• Be a knowledgeable resource for client questions about their account.
• Assist team with auditing client invoices in a timely manner.
• Proactively make outbound calls to clients to reinforce relationships.

Skills

Client experience

MS Excel proficiency

Communication skills

Organizational skills

Problem-solving skills

Team player

Education

Bachelor’s degree in Business or related field

Job description

OTR Solutions is an innovator in the transportation industry providing a suite of factoring, fuel, and business management focused solutions. We help new and established companies get fast access to the funds they need for daily operations. As a Private Equity backed FinTech company, we are looking to grow our best-in-class financial organization.

OTR has been recognized as a “Top Workplace” by the Atlanta Journal-Constitution since 2016!

As an Account Coordinator, you will be responsible for growing and sustaining our business primarily through handling the operational aspects of client payables. You’ll be part of a collaborative, fast-paced team that prides itself on delivering top-tier service and building real relationships with our clients.

Day-to-day activities will revolve around invoice processing, troubleshooting client issues, and working closely with a team to complete daily tasks. You will also take an active role in client outreach. Through outbound phone calls, you’ll connect directly with clients to check in, answer questions, and talk through the products and services that can help their business thrive. If you're someone who thrives on meaningful conversations, takes pride in offering helpful solutions, and brings a positive, coachable attitude to the table every day — this role is made for you

Responsibilities

• Be a knowledgeable resource forclient questionsregardingtheir account, billing inquires, and general factoringinformation
• Assist team with auditing client invoices in a timely and efficient manner.
• Proactively make outbound calls to clients to enforce strong relationships, help problem solve and inform them on service offerings
• Using independent judgement and discretion, assist the team in trouble shooting client issues with paperwork.
• Responsible for fielding client calls and deescalating client issues through the highest levels of customer service.
• Assess andaideclients on invoiceissuesthat need additional paperwork orclarification
• Communicatewithin the team about operations activitiesin order to meet dailydeadlines
• Maintain financial security by following internalcontrols

What we look for

• Bachelor’s degree in Business or related field
• Focus on Client experience
• Proficiency in MS Excel and related computer knowledge
• Exceptional communication, organizational, and problem-solving skills
• Coachability to learn a dynamic growingindustry
• Team player with multi-tasking and prioritizingabilities

Perks and Benefits

OTR provides a competitive, comprehensive compensation package for our full-time employees:

• Eligibility for Individual and Company bonus programs
• Pet Insurance, Paid Family Leave, Employee Assistance Program
• Fully Paid Maternity Leave
• 401(k) with Company Matching
• Generous PTO, Sick/Mental Health Days, Flex Holidays + Company Paid Holidays
• Travel Stipend to support Work Life Balance
• Leadership Development and Training
• Continuous Learning + Professional enhancements
• Weekly Catered Lunches + Casual Dress Code
• Company Paid Fitness Membership
• Volunteer Days and Opportunities with Company-Partnered Charities
• Internal Inclusion programs

OTR’s mission is to create exceptional value for our clients by providing industry leading financing and back-office solutions. Three pillars that are crucial to supporting that mission are outstanding customer service, technology that creates efficiency for ourselves and our customers, and a culture that provides the opportunity for employees to achieve greatness.

OTR Solutions is an Equal Opportunity Employer