Revenue & Client Services Specialist

Neumo; Birmingham, Northern (AL, KY); Hybrid; USD 60,000 - 80,000; Full time

Job summary

Neumo in Birmingham, AL is seeking a full-time Customer Support Specialist who will serve taxpayers and clients via phone, email, and correspondence, manage payments, data analysis, and reporting, and act as a liaison for requirements gathering and project implementation.

The role requires 5+ years in customer service with project experience, proficiency in MS Word, Excel and Outlook, and comfort with multiple online platforms.

Qualifications

• Minimum 5 years customer service experience required with at least 1-year project-type experience, minimum 1 year of research-related and administrative experience.
• Must have excellent to intermediate proficiencies in MS Word, Excel, and Outlook.
• Must be comfortable with different kinds of online platforms and learning different software as the end-user to document user/client expectations, changes that need to occur and to develop workflow & training documentation.

Responsibilities

• Inbound/outbound telephone customer service, handle support emails, refunds, research, resolve, and record problems.
• Processing payments within our systems - keying data as well as importing data files.
• Assist IT, Project Implementation Team, QA, Client Service Managers and Clients in the development processes for system enhancements, system QA and UAT test plans and tasks, new clients/products, and procedures.
• Work in conjunction with other departments for training, data entry, taxpayer support and communications.
• Review ordinances/acts/legislation to become familiar with requirements, rates, municipal workflows, and representatives of city/county government.
• Prepare and assist in proofing of data and correspondence.
• Format and prepare reports and dashboards.
• Ability to complete tasks with aggressive deadlines, ability to work on multiple projects at one time and with little supervision.
• Will be required to make presentations to upper management, customer and other employees as required.
• Confers with persons originating, handling, processing, or receiving reports to identify problems and gather suggestions for improvements.

Skills

MS Word

MS Excel

MS Outlook

Customer service

Tools

CRM systems

Job description

Neumo in Birmingham, AL is seeking a full-time Customer Support Specialist who will serve taxpayers and clients via phone, email, and correspondence, manage payments, data analysis, and reporting, and act as a liaison for requirements gathering and project implementation.

The role requires 5+ years in customer service with project experience, proficiency in MS Word, Excel and Outlook, and comfort with multiple online platforms.