Customer Set Up Coordinator

Socket.dev; Mobile (AL); On-site; USD 35,000 - 55,000; Full time

Benefits offered by this job

Weekly pay

Health plans with HSA option

Dental and vision coverage

Life insurance

Retirement plan with company match

Paid time off

Employee discounts

Job summary

Ecowaste Solutions is seeking a Customer Set Up Coordinator to ensure accurate setup and maintenance of customer accounts across company systems. You will configure billing terms and service locations and work with Sales, Operations, Billing, and Customer Service to support onboarding.

The ideal candidate is detail-oriented with strong data accuracy, excels in communication, and can prioritize multiple tasks in a fast-paced environment.

Qualifications

• 2+ years of customer account administration, billing, customer service, or administrative experience.
• Experience working in ERP, CRM, or billing systems.
• Proficient in Microsoft Office, particularly Excel.
• Strong attention to detail, organizational, and data accuracy skills.
• Excellent written and verbal communication skills.
• Strong problem-solving and analytical skills.
• Ability to prioritize multiple tasks in a fast-paced environment.
• Experience in waste, transportation, logistics, utilities, or service industries preferred.
• Experience supporting acquisitions, customer conversions, or system implementations preferred.
• Knowledge of billing processes and customer master data management preferred.

Responsibilities

• Creates new customer accounts in company software platforms.
• Verifies customer information for completeness and accuracy before activation.
• Configures billing terms, pricing, service locations, tax settings, and invoice preferences.
• Processes customer account updates, including name and address changes, service location additions or removals, billing changes, contact updates, and tax exemptions.
• Maintains customer master data and ensures ongoing data integrity.
• Coordinates with Sales to obtain missing documentation or approvals.
• Works with Billing and Operations to ensure accounts are ready for service.
• Reviews customer setup requests for compliance with company policies.
• Maintains electronic customer files and supporting documentation.
• Assists with customer conversions resulting from acquisitions or system migrations.
• Troubleshoots account setup issues and resolves discrepancies.
• Generates reports related to customer setup activities and account maintenance.
• Meets departmental turnaround time and accuracy goals.
• Participates in process improvement initiatives and documentation updates.
• Performs other duties as assigned.

Job description

Ecowaste Solutions is one of the fastest-growing companies in the waste management industry, delivering essential services that keep communities and businesses running. We take pride in the hands-on work our team does every day, and we're looking for people who share that same drive and commitment to excellence.

The Customer Set Up Coordinator is responsible for the accurate setup, maintenance, and administration of customer accounts across company systems. This position ensures customer information is entered correctly, billing parameters are configured, required documentation is obtained, and all account changes are processed efficiently. The ideal candidate is detail-oriented and organized, with strong data accuracy and time management skills, and works closely with Sales, Operations, Dispatch, Billing, and Customer Service to support a seamless customer onboarding experience while maintaining data integrity.

Responsibilities

• Creates new customer accounts in company software platforms.
• Verifies customer information for completeness and accuracy before activation.
• Configures billing terms, pricing, service locations, tax settings, and invoice preferences.
• Processes customer account updates, including name and address changes, service location additions or removals, billing changes, contact updates, and tax exemptions.
• Maintains customer master data and ensures ongoing data integrity.
• Coordinates with Sales to obtain missing documentation or approvals.
• Works with Billing and Operations to ensure accounts are ready for service.
• Reviews customer setup requests for compliance with company policies.
• Maintains electronic customer files and supporting documentation.
• Assists with customer conversions resulting from acquisitions or system migrations.
• Troubleshoots account setup issues and resolves discrepancies.
• Generates reports related to customer setup activities and account maintenance.
• Meets departmental turnaround time and accuracy goals.
• Participates in process improvement initiatives and documentation updates.
• Performs other duties as assigned.

Qualifications

• High school diploma or equivalent required; associate's or bachelor's degree preferred.
• 2+ years of customer account administration, billing, customer service, or administrative experience required.
• Experience working in ERP, CRM, or billing systems required.
• Proficient in Microsoft Office, particularly Excel, required.
• Strong attention to detail, organizational, and data accuracy skills required.
• Excellent written and verbal communication skills required.
• Strong problem-solving and analytical skills required.
• Ability to prioritize multiple tasks in a fast-paced environment required.
• Experience in waste, transportation, logistics, utilities, or service industries preferred.
• Experience supporting acquisitions, customer conversions, or system implementations preferred.
• Knowledge of billing processes and customer master data management preferred.

Physical Requirements and Work Environment

• Regularly works in an office setting, primarily seated at a desk.
• Frequent use of a computer, phone, and office software for extended periods.
• Extended periods of sitting, with occasional standing and walking.
• Occasionally lifts and carries office materials and supplies up to 15 pounds.
• Work is performed primarily in an indoor office environment.

Pay and Benefits

• Weekly pay.
• Multiple health plans available, including a tax-advantaged HSA option.
• Dental and vision coverage.
• Company-paid basic life insurance.
• Retirement plan with a company match up to 5%.
• Safety and retention incentives.
• Paid time off.
• Access to employee discounts through LifeMart.

Ecowaste Solutions and subsidiaries offer a competitive base salary, the opportunity to earn incentive pay, and a comprehensive employee benefits package.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, disability, or protected veteran status.

This job description is not an exhaustive list of all duties, responsibilities, and requirements associated with this position. Duties, responsibilities, and requirements may change at any time with or without notice.