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Account Coordinator

OTR Solutions
CompanyOTR Solutions
CategoryOperations & Admin
LocationScottsdale
RemoteOn-site (inferred)
EmploymentNot stated
LevelNot stated
SalaryNot stated by the employer
Posted13 Jun 2024
Last verified30 Jul 2026
SourceEmployer career page (greenhouse)
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Description
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       Medical, Dental, Vision, Life/ AD&D Insurance, Short-Term Disability       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 p
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