New Account Setup Specialist

Hourly wage: $18.50 plus tier based performance pay

Location: Employment will begin in-office with the option to move to hybrid-remote after meeting the standards for the team.

Shift: Full Time Monday - Friday 8am - 5pm

Overview

New Account Setup Specialists are responsible for providing a high-quality onboarding experience for our clients. They are the primary Conservice contact during setup. They also communicate with the Account Manager, multiple NAS teams, and other departments to compile/verify data. Their main data analysis and input tasks center around the following: Utilities, methods, fees, property lease, utility bills, and state regulations. The Setup Specialist is responsible for providing an accurate and timely setup product in order for resident bills to mail on time.

Responsibilities

• Manage a new portfolio of setups each month
• Initiate contact with the client to request setup info and send follow ups every 48 hours
• Resolve or escalate any client issues and be their main point of contact during setup
• Coordinate with other departments to ensure efficient communication and avoid billing delays
• Track setup progress in Launch and report any delays or issues to leadership
• Participate in internal/external calls for specific properties/mgmt firms
• Compare Conservice agreement to the resident lease and prior billing (if applicable)
• Review utility provider invoices and confirm billable expenses
• Perform a surface-level review of other internal inputs (units, tenants, reads, prior billing, etc)
• Ensure contracted utilities, methods, and fees are in compliance with state regulations
• Identify/Implement workarounds in place of pending information
• Complete additional data entry tasks to allow for resident billing
• Perform final quality check to ensure overall setup cohesion and accuracy
• Continue communication with the Billing team to quickly identify/resolve setup issues

Qualifications

• Billing or setup experience preferred
• Manages time and prioritizes tasks efficiently
• Strong comprehension/problem-solving skills
• Understanding of company purpose, goals, and objectives
• Strong communication skills and ability to foster relationships
• Excellent team skills
• Self-motivated and accountable