Location: Hybrid (In office Tuesday, Wednesday, and Thursday)
Wage: $19.40 + Tier Performance bonus.
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
Numbers & Facts
Location
river heights, UT
Skills
Billingunmatched
Customer Escalationsunmatched
Customer Experienceunmatched
Data Analysisunmatched
Data Collectionunmatched
Data Entryunmatched
Leadershipunmatched
Leasingunmatched
Onboardingunmatched
Order Processingunmatched
Problem Solving Skillsunmatched
Regulatory Complianceunmatched
Sales Managementunmatched
State Laws and Regulationsunmatched
Time Managementunmatched
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