Customer Service Representative (English and Spanish required)

Wheels, LLC; United States; Remote; USD 35,000 - 50,000; Full time

Job summary

Wheels, LLC is seeking a Customer Service Representative to manage incoming client and vendor inquiries, resolve requests, and support workflow improvements. This role emphasizes analytical thinking to prioritize tasks in a fast-paced environment and to maintain strong relationships across departments. The position is a second-shift, 10:30 a.m.

to 7:00 p.m. EST and fully remote, with work-from-home flexibility nationwide.

Qualifications

• High school diploma required.
• Minimum 3 years billing and/or customer service experience.
• Proficient in Microsoft Word and Excel (Lookups, Pivot tables, Formulas).
• AS400 ISeries, JD Edwards, and Salesforce experience preferred.
• Bilingual English and Spanish required.

Responsibilities

• Review, analyze, and complete vendor and client inquiries promptly.
• Identify root causes of inquiries and assist management to streamline workflows.
• Review and process billing and payment of vendor invoices.
• Manage 3rd party payment services as needed.
• Extract payable reporting and analyze for vendors and clients.
• Collaborate across departments and maintain vendor relationships.
• Assist with internal audits and system testing.

Skills

Communication skills

Bilingual: English/Spanish

Time management

Education

High school diploma

3+ years billing/customer service experience

Tools

Microsoft Word

Microsoft Excel

AS400 ISeries

JD Edwards

Salesforce

Job description

The Customer Service Representative will be responsible for managing all functions related to all incoming client and vendor inquiries in a timely and professional manner. Maintain client and vendor relations by handling and resolving various requests across the business. They will be required to assist management with streamlining workflow processes. The role requires the ability to use an analytical mindset to assess data and prioritize tasks in a fast-paced, fluid environment.

This position is a second-shift role, with standard working hours of 10:30 a.m. to 7:00 p.m. EST. (30-minute lunch)

KEY RESPONSIBILITIES - ESSENTIAL FUNCTIONS

• Responsible for reviewing, analyzing, and completing vendor and client inquiries in a timely manner
• Identifying the root cause of vendor and client inquiries
• Assist management with streamlining workflow process
• Review, analyze, and process billing and payment of vendor invoices
• Manage 3rd Party Payment Services as requested
• Ability to extract account payable reporting for vendors and analyze
• Responsible for analyzing client invoicing reports and issuing client credit and/or rebills
• Manage vendor accounts by utilizing internal and external programs and software
• Responsible for onboarding and updating vendor information within systems
• Establishing and sustaining relationships with new and existing vendors
• Responsible for working internal and external audits
• Ability to collaborate and communicate effectively across departments
• Provide guidance on internal processes across the business
• Other duties assigned to ensure overall departmental efficiency
• Maintain productivity and quality standards as directed by Department Manager
• High-level knowledge of all processes throughout the company
• Assist with system testing and feedback
• Encourage a team-work environment amongst co-workers and network across the business
• Other duties assigned to ensure overall departmental efficiency

LEADERSHIP RESPONSIBILITIES

• This position has no leadership responsibilities

COMPETENCIES - SKILLS

• Displays self-control and assumes responsibility
• Works effectively with systems; thorough and accurate
• Adapts to fast paced environment and pursues learning and development
• Demonstrates resourcefulness and solves problems
• Champions innovation and demonstrates creativity
• Adapts to fast paced environment and pursues learning and development
• Champions innovation and demonstrates creativity
• Demonstrates resourcefulness and solves problems
• Able to work independently, effectively managing and using time through organization and structure
• Works effectively with systems; thorough and accurate
• Hold a positive attitude to support a team environment
• Ability to communicate effectively (written, verbal) with all levels of staff and clientele

EDUCATION AND EXPERIENCE

• High school diploma required
• Minimum of 3 years billing and/or customer service experience required
• Intermediate to advanced skills in Microsoft Word and Excel (Lookups, Pivot tables, Formulas)
• AS400 ISeries, JD Edwards, and Salesforce experience preferred but not required
• Bilingual - English and Spanish speaking required

CORE VALUES

At Wheels, we believe in fostering a culture that is built on our Core Values and Guiding Principles. We cultivate a culture of excellence and innovation by upholding these values, driving our collective success and growth.

• Integrity – Always act with integrity and honesty.
• One Team – Treat others with dignity and respect; act as a cohesive, inclusive and accountable team that is making a difference.
• Innovation – Drive continuous improvement, spark creativity and embrace next generation thinking.
• Customer Success – Ensure that customer and driver success is at the heart of everything we do.

CULTURAL ATTRIBUTES

At Wheels, our culture guides us how we work every day, and we look for team members who show these behaviors:

• Discipline Drives Quality – Plan the Trip: Think proactively, hold a high bar, follow through by leveraging experience and systems. To produce quality outcomes, we must be intentional and deliberate in everything we do, from big bets to daily execution.
• Intellectually Curious – Fuel Your Minds: Be bold, challenge assumptions, think differently, look outside the box. Strive to unlock your own thinking and create new possibilities.
• Commit and Deliver – Own It: Take responsibility for your work, from start to finish, and be accountable for the results. Think and act like an owner of the business.
• Relationships Matter – Share the Ride: Trust is central, both with key internal and external stakeholders. Relationships are not a side effect of work but a driver of success.

JOB SPECIFICATIONS and WORK ENVIRONMEN T

• Work Environment: This is a fully remote position and can reside anywhere in the United States
• Position Type/Standard Schedule: This is a full-time position, Monday through Friday. This position is a second-shift role, with standard working hours of 10:30 a.m. to 7:00 p.m. EST
• Travel: No travel is expected for this position
• Physical Demands: Speak, hear, and see, and to use hand and fingers for computer keyboard and phone. Sit or stand for extended periods of time. Reach above head to pull paper attachments

DISCLAIMER

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, and responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.