Customer Success Specialist

OTR Solutions; Roswell (GA); On-site; USD 40,000 - 70,000; Full time

Job summary

An innovative firm in the transportation industry is seeking an Account Coordinator to join their dynamic team. This entry-level role focuses on client interactions, invoice processing, and operational support. You will play a crucial part in building relationships with clients through proactive outreach and exceptional service. The company offers a comprehensive benefits package, including generous PTO, paid family leave, and professional development opportunities. If you thrive in a collaborative environment and are passionate about helping clients succeed, this opportunity is perfect for you.

Benefits

Pet Insurance

Paid Family Leave

Employee Assistance Program

Fully Paid Maternity Leave

401(k) with Company Matching

Generous PTO

Travel Stipend

Leadership Development and Training

Weekly Catered Lunches

Company Paid Fitness Membership

Qualifications

• Bachelor's degree in Business or related field is required.
• Proficiency in MS Excel and strong communication skills are essential.

Responsibilities

• Manage client inquiries and assist with billing and account issues.
• Proactively reach out to clients to strengthen relationships.

Skills

Client Experience Focus

MS Excel Proficiency

Communication Skills

Organizational Skills

Problem-Solving Skills

Team Player

Multi-tasking Abilities

Prioritizing Abilities

Education

Bachelor’s Degree in Business

Tools

Microsoft Excel

Job description

Get AI-powered advice on this job and more exclusive features.

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 for client questions regarding their account, billing inquires, and general factoring information
• 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 and aide clients on invoice issues that need additional paperwork or clarification
• Communicate within the team about operations activities in order to meet daily deadlines
• Maintain financial security by following internal controls

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 growing industry
• Team player with multi-tasking and prioritizing abilities

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

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Customer Service, Administrative, and General Business

• Industries

  Financial Services and Transportation, Logistics, Supply Chain and Storage

Referrals increase your chances of interviewing at OTR Solutions by 2x

Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Paid maternity leave

Paid paternity leave

Disability insurance

Get notified when a new job is posted.

Sign in to set job alerts for “Customer Success Specialist” roles.

Customer Success Specialist - Atlanta Market

Senior Customer Support Services Specialist

Associate Client Success Manager (Entry Level)

Customer Success Associate - Atlanta, GA - Injury/Infection Prevention

Atlanta, GA $135,200.00-$234,100.00 1 week ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.