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Client Specialist
Barry's 3.7
Account specialist job in Charlotte, NC
We appreciate your interest in employment with Barry's! Barry's is committed to a policy of equal employment opportunity, and will not discriminate against an applicant or employee on the basis of race, color, religion, creed, national origin, ancestry, sex, gender, age, physical or mental disability, veteran or military status, genetic information, sexual orientation, gender identity, gender expression, marital status, citizenship or immigration status, or any other legally recognized protected basis under federal, state, or local law. Applicants with disabilities who need assistance with the application process may be entitled to a reasonable accommodation in accordance with applicable law. If you need assistance in completing this application or with the application process because of a disability, please contact the People and Culture Department (*****************).
Barry's is the Best Workout in the WorldTM. Founded in West Hollywood in 1998, it's the original strength and cardio interval fitness experience that provides an immersive, high-intensity, one-hour workout that's as effective as it is fun. Our fitness classes alternate between working out with weights and running on a treadmill. Each day focuses on a different muscle group in order to achieve real results and to prevent injuries. Our program is designed to tone muscle and maximize fat loss, while spiking the metabolism for up to 48 hours following the class.
Please be aware that smoking is prohibited in all indoor areas of Barry's studios and corporate offices.
About the Role
Client Specialists are the first line of contact at all Barry's studios. As such, they are well-versed in all aspects of our business complying with company policies, procedures and directives. Client Specialists are key to developing lasting client relationships through providing superior hospitality and assisting clients with class selections, bookings, and questions; maintaining a clean studio; FuelBar orders; and merchandise purchases. Our Client Specialists are excellent communicators and positive brand ambassadors, helping convey memorable experiences for our clients. Their passion for Barry's is conveyed in every client interaction. We are looking for passionate, hard-working, reliable, team-oriented, and forward-thinking problem-solvers with outgoing interpersonal skills, a love for health, an excitement for our brand, and the desire to be a part of building a stronger Barry's community. This position encompasses the following responsibilities, each of which is carried out in equal measure: Front Desk, Facilities & Fuel Bar.
What You'll Do
Front Desk Responsibilities:
* Client Experience: Understanding of hospitality principles & processes and ability to execute as part of the Barry's Client Experience
*
Support the client experience with hospitality and studio amenities to build personalized experiences with the goal of positively impacting both sales and service
Be an effective brand ambassador, ensuring clients are warmly welcomed, assisted accordingly, and have a memorable experience commensurate with the Barry's brand
Establishing and maintaining Interpersonal Relationships: The candidate must develop constructive and cooperative working relationships with clients/staff, and maintain them over time
Assist clients, building individual connections, and providing direction with any questions or concerns
Communicating with Supervisors, peers: the candidate must provide information to supervisors and co-workers, by telephone, in written form, e-mail, text, or in person in a timely and efficient manner
Deliver first class client experience at all times
Ensure a clean and welcoming atmosphere at all times by assisting in studio cleaning, restocking, and upkeep as needed
Guide clients with regards to the latest studio promotions, membership discounts and/or special events
Maintain product knowledge for all studio retail operations
Participate in all relevant training and development programs and meetings as directed by Operations leaders
* Have flexibility with schedule, having the ability to work weekends, holidays, morning or night shifts and adhere to work schedule, and meeting minimum availability requirements
Fuel Bar Responsibilities:
* Deliver quality protein smoothies and customer service in the Fuel Bar
*
Handle pre-orders and orders on the spot, custom to each client's needs
Assist clients with questions and product selection
Complete client's orders in a timely manner utilizing a POS transaction
Maintain fuel bar department areas clean and sanitized
Follow departmental procedures for safety, proper food handling, and sanitation according to local, state, and federal health code regulations
Properly rotate merchandise in refrigerated coolers and department tables, paying special attention to spoiling goods according to company policy
Prepare various fuel bar goods following company recipes
Facility Maintenance:
Prepare studio spaces before, after, and in-between classes by cleaning exercise equipment, sweeping, mopping and/or vacuuming floors, and wiping mirrors
Support in cleaning and maintaining of locker rooms to brand standard as directed
Regular deep cleaning, organization, and service of common areas, including the lobby space, FuelBar, Red Room/Lift/Ride spaces, retail shelves, locker rooms, hallways, and storage areas
Conduct small studio repairs when appropriate
Laundry services, including collecting, washing, and folding towels
Adhere to daily and weekly cleaning and maintenance checklists
Customer Service:
Ensure all existing and new clients are provided with the highest level of hospitality
Maintain client database and utilize information to increase client contact
Attend social functions within the community to generate new business, invite current and prospective clients to in-studio events, and reach out through curated clienteling tools
Qualifications
Strong hospitality skills and alignment with Barry's Mission, Vision and Values.
Ability to work either a full-time or part-time schedule
Full-time employees: Must be available for a minimum of 30 hours per week with minimal restrictions. Must be available mornings, afternoons, evenings, inclusive of one weekend day (Saturday/Sunday) during studio operating hours, aligned with business needs.
Part-time employees: Must be available for a minimum of 24 hours per week and minimum of 3-4 hours per available shift depending on state regulations. Must be available mornings, afternoons, evenings, inclusive of one weekend day (Saturday/Sunday) during studio operating hours, aligned with business needs.
Friendly, outgoing personality and enjoy social interaction
Exhibits enthusiasm for the studio and for the job
Must be a patient, courteous listener, able to show empathy
Responding to clients request with a can-do attitude
Cooperative manner with a focus on team culture.
Ability to prioritize and work within a fast-paced environment
Exceptional cleaning skills and a clear understanding of what constitutes a sanitary environment
Have an eye for detail and care for the studio's appearance and cleanliness
Work as a cohesive team with all Barry's staff members to ensure efficiency and effectiveness
Maintain a professional appearance and behavior
Demonstrate excellent communication skills
Candidates must be at least 18 years or older to apply
$40k-75k yearly est. 2d ago
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Customer Account Specialist
Insight Global
Account specialist job in Charlotte, NC
Must Haves:
Associate's degree or equivalent work experience required. Undergraduate degree preferred.
3-5 years of experience in a corporate environment
Excellent telephone skills required in order to deliver the best experience to the customer. Requires a good attitude, attentiveness, timeliness, and personalization of each customer's experience.
Outgoing personality with strong organizational and time management skills.
Resilient, persistent and dedicated sales skills conducted predominantly by phone.
Proficient in Windows Operating Systems.
Plusses:
Experience working in supply chain or logistics
Proven leadership experience
Consistency in past positions
Client facing experience
Experience using SAP
Experience using a video conferencing platform like MS Teams or Ring Central
Day to Day:
Receive and process orders via inbound telephone calls, email, and EDI from B2B customers.
Expedite as required to ensure customer satisfaction. Responsible for confirming order, product availability, delivery status using company guidelines and assigned distribution lanes.
Build effective team unity through collaboration, trust, and accountability as a member of a high-performance work team to deliver profitable results to our customers.
Assure to follow all company policies regarding product information and sales policy portals to ensure all customer transactions are accurate.
Create action plan with external sales team to meet established goals and objectives for volume and market share.
Track customer facing measures to include missed order and shipment reporting.
Research and resolve customer disputed items while working with the customer solution team.
Maximize daily shipments and volume while working with the BMD insides sales team to contribute to company's market share and achieve sales volume targets.
Collaborating with customer solutions team and sales.
Job Description:
A well-known manufacturing client of Insight Global is looking to bring on a Customer AccountSpecialist in Charlotte, NC. This role is hybrid, with 3 days a week onsite in the office. The main focus is making sure B2B customers get top-notch service-processing orders, handling special requests, building strong relationships, and helping drive company profits. You'll be juggling a high volume of inbound calls from customers, plant contacts, carriers, and field sales. They're looking for someone who's collaborative, a strong team player, thinks analytically, and can make smart decisions independently. If you're highly motivated and thrive in a fast-paced, high-performing team, this could be a great fit.
Compensation:
$20/hour while on contract, upon permanent conversion, salary is $57k.
Exact compensation may vary based on several factors, including skills, experience, and education.
Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.
$57k yearly 2d ago
Client Relationship Specialist
Brightway 4.4
Account specialist job in Charlotte, NC
About Brightway Established in 2008 Brightway has grown to become one of the largest privately owned propertycasualty insurance distribution companies in the US with more than 350 agencies in 38 states and more than 14 billion in annual premiums Brightway is a purpose and core value driven organization We provide a blueprint for a future proofed life Through our successful model agency owners focus on protecting their clients most important assets through consultation curated choice and confidence While Brightway focuses on our agency owners through back office marketing support and constant learning and development Additionally Brightway builds integrates and launches best in class and proprietary technology to help our agency owners better connect with clients to deepen relationships and drive success Scope The Engagement Center ensures that Brightway clients receive exceptional service This position provides a broad range of insurance related customer service and business development support by cultivating maintaining and enhancing an organizations relationships with its clients & Agency Owners This role contributes to Brightways retention and community building efforts with carriers ensuring seamless service delivery This individual will play a pivotal role in ensuring that clients feel valued and understood which is crucial to fostering long term loyalty and satisfaction Job Responsibilities Client Interaction & Support Manage inbound requests via phone email and other communication channels ensuring timely and effective resolutions Provide exceptional service by addressing inquiries processing requests and resolving concerns with professionalism and efficiency Documents interactions accurately in CRM and other systems Sales & Retention Proactively engage and maintain relationships with clients through outbound calls to offer additional products policy reviews and solutions tailored to their needs Implement upsell and cross sell opportunities to drive business growth while ensuring client satisfaction Drive policy renewals and retention efforts by educating clients on coverage options and benefits Process Improvement & Collaboration Leverage emerging technology to streamline workflows improve efficiency and enhance the client experience Actively participate in training and continuous learning initiatives to stay updated on industry trends and company policies Collaborate with internal teams and external agents to improve service quality and operational effectiveness Skills Licenses Certifications Must obtain a personal lines insurance license within 60 days of employment Strong customer service mindset with a passion for delivering exceptional experiences Ability to learn and effectively use Brightway systems CRM tools and insurance platforms High level of accuracy attention to detail and ability to multitask in a fast paced environment Excellent verbal and written communication skills; ability to simplify complex insurance terms for customers Analytical problem solving skills with the ability to assess customer needs and present logical solutions Demonstrated ability to work both independently and as part of a team contributing to shared goals Tech savvy with a willingness to adopt and leverage new tools and processes Education and Experience This position requires a bachelors degree and 2 4 years experience in a customer service or sales environment Education or experience focused on insurance risk management or entrepreneurship is preferred but not required This position is onsite in Charlotte North Carolina Equal Employment Opportunity Brightway Insurance is committed to creating a diverse and inclusive workplace that values and respects the contributions of all individuals We are an equal opportunity employer and do not discriminate based on race color national origin sex age disability religion sexual orientation gender identity or any other characteristic protected by applicable law We believe that a diverse workforce is essential to our success and fosters innovation creativity and collaboration We are dedicated to ensuring that our hiring promotion and training practices reflect this commitment We encourage applications from individuals of all backgrounds and experiences and look forward to building a diverse team that reflects the communities we serve
$36k-58k yearly est. 2d ago
Accounts Receivable Specialist
Carolina Digestive Health Associates 3.3
Account specialist job in Charlotte, NC
Summary: The Accounts Receivable Specialist is responsible for payer-specific claim follow up to encourage stable AR metrics and revenue. THIS IS AN OFFICE-BASED ROLE. Essential Duties and Responsibilities
Review payer aging reports to identify issues with timeliness, accuracy, and completeness of reimbursement.
Identify and resolve claim denial/non-payment patterns.
Review patient balances for self-pay collections.
Initiate claim appeals where appropriate.
Manage rejected and invalid claims.
Respond to patient requests regarding billing questions/concerns.
Review credit balances for accuracy prior to generating refund requests.
Keep abreast of changes in Medicare, Medicaid, and insurance providers regarding pre-certification procedures.
Possess working knowledge of CPT codes, ICD10 codes and Medical Terminology.
Uphold the CDHA mission by actively contributing to the achievement of organizational goals, supporting leadership, promoting unity and teamwork for the benefit of patients.
Demonstrate a commitment to quality of care.
Maintain a clear focus on patient safety in every interaction with every patient.
Actively participate in workplace improvement to maintain a patient service excellence environment.
Adhere to all industry standards related to infection control, patient confidentiality, and regulatory and accrediting body's requirements (i.e. HIPAA, OSHA, and AAAHC).
Follow and comply with all safety policies.
Additional duties as assigned within the scope of responsibility.
Requirements
To perform the job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. PLEASE NOTE: THIS ROLE IS BASED IN-OFFICE in CHARLOTTE, NORTH CAROLINA.
Education/and or Experience:
High School Diploma or GED.
Minimum two years in medical billing or hospital coding, as a claims processor, medical claims for an insurance carrier, or clerical/billing experience in a medical office preferred.
Knowledge of medical billing software.
Must be able to successfully interpret Explanation of Benefits and Electronic Remittance Advice statements.
Excellent organizational, problem-solving and critical thinking skills are required.
Must be a team player and able to work with various departments throughout the organization.
The ability to maintain confidentiality is required.
Ability to communicate effectively both verbally and in writing.
Participates in performance improvement activities.
Is actively committed to meeting or exceeding employee expectations/satisfaction in the performance of job functions.
Retains all accreditations, licensures, and designations in good standing.
Maintains compliance with all laws and applicable regulatory requirements. Acts promptly to comply with required changes.
Salary Description
$19 - $22 hourly
$19-22 hourly 2d ago
Accounts Receivable Coordinator
Aston Carter 3.7
Account specialist job in Charlotte, NC
Job Title: Accounts Receivable CoordinatorJob Description
The Accounts Receivable Coordinator is responsible for posting payments to accounts and following up on outstanding balances via phone and email.
Responsibilities
+ Post payments to customer accounts accurately and efficiently.
+ Follow up on outstanding balances through phone and email communication.
+ Ensure timely collection of due payments while maintaining high-quality service.
+ Collaborate with internal teams to resolve any invoicing issues.
Essential Skills
+ At least two years of experience in a business-to-business (B2B) collections role.
+ Intermediate proficiency in Microsoft Excel.
+ Experience in cash application, invoicing, and billing collections.
Additional Skills & Qualifications
+ Previous experience in a manufacturing environment is preferred.
+ Familiarity with ERP systems is a plus.
Work Environment
The position requires working onsite Monday through Friday during first shift hours. The volume of transactions is modest, but the monetary amounts involved are significant. Speed is important in this role, but maintaining quality is the top priority. Comprehensive training will be provided on various payment plans and options available to customers. This role offers an opportunity to join a reputable and growing company.
Job Type & Location
This is a Contract position based out of Charlotte, NC.
Pay and Benefits
The pay range for this position is $23.00 - $25.00/hr.
Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: - Medical, dental & vision - Critical Illness, Accident, and Hospital - 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available - Life Insurance (Voluntary Life & AD&D for the employee and dependents) - Short and long-term disability - Health Spending Account (HSA) - Transportation benefits - Employee Assistance Program - Time Off/Leave (PTO, Vacation or Sick Leave)
Workplace Type
This is a fully onsite position in Charlotte,NC.
Application Deadline
This position is anticipated to close on Jan 26, 2026.
About Aston Carter:
Aston Carter provides world-class corporate talent solutions to thousands of clients across the globe. Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain and select administrative professions, we extend the capabilities of industry-leading companies. We draw on our deep recruiting expertise and expansive network to meet the evolving needs of our clients and talent community with agility and excellence. With offices across the U.S., Canada, Asia Pacific and Europe, Aston Carter serves many of the Fortune 500. We are proud to be a ClearlyRated Best of Staffing double diamond winner for both client and talent service.
The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please email astoncarteraccommodation@astoncarter.com (%20astoncarteraccommodation@astoncarter.com) for other accommodation options.
$23-25 hourly 2d ago
Billing Specialist
Brightspeed LLC
Account specialist job in Charlotte, NC
The Billing Specialist supports the Billing Operations team by reviewing, validating, and ensuring the accuracy of customer invoices across multiple billing cycles and business segments. This position focuses on post-generation quality assurance, identifying discrepancies, and collaborating with analysts, IT, and finance teams to ensure all invoices are correct before release. The role contributes directly to billing accuracy, timeliness, and compliance with company policies and customer contracts.
Key Responsibilities
Review invoices after system generation to confirm pricing, formatting, and charge accuracy before distribution to customers.
Conduct quality assurance checks across all billing cycles to ensure completeness and consistency.
Compare invoice data to source systems, billing inputs, or customer contracts to validate correctness.
Identify and document billing variances or recurring issues and escalate to the Billing Operations Supervisor or Analyst for resolution.
Partner with cross-functional teams to resolve discrepancies impacting invoice accuracy or timing.
Maintain records and logs of quality reviews, corrections, and cycle validations for audit and compliance purposes.
Support end-to-end testing and validation during system updates, migrations, or new product introductions.
Participate in process improvement efforts to enhance billing efficiency and data integrity.
Provide support to internal stakeholders or customers regarding billing-related questions and corrections.
* May perform other duties as assigned.
Skills & Competencies
Familiarity with enterprise billing systems (e.g., SAP BRIM or similar)
Strong Microsoft Excel skills for data validation and reconciliation
Understanding of billing controls, revenue processes, and audit readiness
High attention to detail and accuracy
Strong organizational and time-management abilities
Excellent communication and teamwork skills
Problem-solving mindset and willingness to learn new systems and processes
Physical Demands & Work Conditions
Primarily office-based with extensive use of computer and standard office equipment
May require extended periods of sitting and data entry
Minimal physical requirements (e.g., ability to lift up to 10 lbs)
Occasional extended hours or weekend work during billing close or cycle validations
Travel up to 5% may be required for training or team collaboration
Qualifications
WHAT IT TAKES TO CATCH OUR EYE:
* Education & Experience: Associate degree in Accounting, Finance, or Business Administration, or equivalent experience
* 1-3 years of experience in billing, accounting, or finance operations (telecommunications or SaaS experience preferred)
Additional Information
BONUS POINTS FOR:
Experience with SAP BRIM or other large-scale billing platforms
Knowledge of telecommunications billing cycles and quality control practices
Exposure to process automation or data analytics tools
#LI-MH1
WHY JOIN US?
We aspire to contemporary ways of working.
Recognized as a Top Workplace by the Charlotte Observer, Brightspeed HQ is located on the 7th floor of the new Vantage South End - East Tower in Charlotte, NC. We prioritize hiring talent in the Charlotte area, whenever possible, to make it a truly vibrant destination for our hybrid workforce. At Brightspeed, we have roles that are designated as remote, hybrid, office or field-based, depending on the position, business needs and individual circumstances. We also invest in technology that enables our entire team to stay connected. Why? Because Brightspeed recognizes the value of finding the best talent for the job, wherever they may be.
We offer competitive compensation and comprehensive benefits.
Our benefits and paid time off programs reflect our underlying belief in promoting overall wellness through physical, emotional and financial health. Brightspeed offers a comprehensive benefit program, including competitive medical, dental, vision, and life insurance; an employee assistance program; a 401K plan with company match and a host of voluntary benefits.
Inclusion and belonging are at the center of our grounding belief in Being Real.
When we bring our authentic selves to work, everyone is better as a result. A diverse team helps us be fierce advocates for more accessible, inclusive and high-quality internet, because we believe doing so promotes equity in the communities we serve.
Brightspeed is an Equal Opportunity Employer that is committed to inclusion of all qualified individuals, including individuals with a disability/veterans. If you require reasonable accommodation to complete a job application or to otherwise participate in the hiring process, please contact taaccommodationrequests@brightspeed.com to initiate the accommodations process.
For all applicants, please take a moment to review our Privacy Notices:
* Brightspeed's Privacy Notice for California Residents
* Brightspeed's Privacy Notice
$27k-36k yearly est. 2d ago
Patient Accounts Coordinator
Atrium Health 4.7
Account specialist job in Charlotte, NC
Back to Search Results
Patient Accounts Coordinator
Charlotte, NC, United States
Shift: Various
Job Type: Regular
Share: mail
$27k-32k yearly est. 1d ago
Service Specialist
Bass Pro Shops 4.3
Account specialist job in Charlotte, NC
The Service Specialist assists in all aspects of Service Department operations including unit inventory procedures, pre-delivery inspection (PDI) and delivery orientation. Position may also assist customers requiring service or warranty repairs for t Specialist, Service Manager, Operations, Retail, Delivery, Warranty, Management
$28k-33k yearly est. 2d ago
Accounts Receivable Specialist
Carolinas Center for Oral & Facial Surgery
Account specialist job in Charlotte, NC
Become a valued team member for a dynamic, growing, fast-paced oral surgery practice where you are encouraged to learn and grow! Our world-class team includes highly skilled oral and maxillofacial surgeons dedicated to providing outstanding care and service to all of our patients. We offer exceptional benefits, 401k (with match), eight paid holidays, and you accrue up to four weeks of vacation in your first year alone!
*Pay ranges noted are autogenerated by Indeed (or other career sites) are not Flagship's evaluation of pay which is a consideration of job experience, certifications, etc.*
The Accounts Receivable Specialist plays a vital role in our organization as a liaison between Insurance Companies, Patients and our Practices. The Accounts Receivable Specialist supports the Flagship Practices by processing and resolving claims that have been submitted to Insurance Companies for services provided to our Patients. As a detailed-oriented professional, the Accounts Receivable Specialists monitors, documents resolution activities, and submits information necessary to generate Insurance Payments. This includes, but is not limited to, confirming the claims are received and on file for payment processing, sending medical records for proof of medical necessity, requesting payments, and submitting appeals to overturn denials.
Essential Duties & Responsibilities:
Resolves claims submitted to Insurance Companies utilizing Insurance Company portals/websites as well as Insurance Company
contact/call centers to capture the status on claims and collects payments for services provided.
Researches denied claims to determine next steps in claim resolution.
Drafts appeal letters and submits additional information needed for Insurance Companies to process claims for payment.
Tracks and communicate payment and denial trends.
Documents claim resolution activities in the practice management system, detailing the movement towards resolution.
Ensures all claims reviewed/processed are in correct account category in the practice management system.
Reports on status of assigned accounts to Revenue Cycle Supervisor weekly/upon request.
Completes ad hoc claim work lists assigned by Revenue Cycle Leadership.
Communicates effectively with co-workers, insurance companies, Practices, Providers, and Patients.
Maintains and promotes professional competence through continuing education and other learning experiences.
Adheres to HIPAA Privacy and Security policies and procedures while performing job duties and responsibilities.
Actively participates in Revenue Cycle Team meetings, voicing successes, barriers, and process improvement opportunities.
Performs other duties as assigned.
Minimum Qualifications:
High school diploma/GED
Preferred Qualifications:
Bachelor's degree in Accounting or related field
2-3 years Medical and/or Dental Office experience
Knowledge of Medical/Dental Insurance
$33k-42k yearly est. 2d ago
Customer Retention Specialist
CPI Security 4.7
Account specialist job in Charlotte, NC
CPI Security, a leader in the security and automation solutions industry, is looking for a Customer Retention Specialist to join our growing team at our headquarters in Charlotte, NC! We are more than “just a security company,” and we offer more than “just a job.” CPI's mission is to protect our customers while providing world-class service and peace of mind. That's not something you can bottle up and sell - it's a feeling and a comfort our customers are guaranteed by our Customer Retention Specialists.
What You'll Do:
Provide fantastic customer service focused on dispute resolution and overcoming challenges
Build value in the CPI brand to drive long term relationships with customers as a leading competitor in Security and Home Automation industry.
Provide solutions-based approaches to retain customers who are considering service cancellation.
Champion the customer care process, which includes, troubleshooting technical issues, answer questions or concerns regarding systems or services.
Problem solve as you quickly identify the root cause of customer issues, pinpoint strategies to eliminate those issues, and work with customer to retain them.
Consistently improve retention rates and achieve retention goals.
Handle each call with empathy, compassion, and professionalism to ensure excellent customer service.
What We're Looking For:
Upbeat personality and a fun, positive attitude
1-2 years previous customer retention experience
Strong customer service and people skills
Ability to consistently meet and exceed performance targets
Coachability with a desire to grow professionally
Ability to work a flexible schedule, including weekends
Experience with CRM system such as SalesForce is a plus, but not required
Exceptional sales skills are a plus, particularly with strong upselling and closing abilities
What's In It For You:
$50,000 to $80,000 Annual Compensation
Base hourly rate with tiered commission structure, performance based, training and quarterly bonus
Higher shift pay for working nights and weekends
Great medical, dental, vision, 401(k) with company matching, short- & long-term disability and life insurance options. Company paid holidays, floating holiday, and PTO
Free monitored security system after 90 days.
Engaging and fun company culture that's made up of a diverse group of people
Talk about perks! An on-site café, coffee/smoothie bar, walking trail, basketball court, and state-of-the-art fitness facility with a dedicated Fitness Director
$26k-31k yearly est. Auto-Apply 14d ago
Client Specialist (3rd Shift)
Anuvia Prevention & Recovery Center 3.8
Account specialist job in Charlotte, NC
Job Description
Now Hiring: Client Specialist (3rd Shift)
Supportive. Purpose-Driven. Recovery-Focused.
Status: FT | Hourly, Non-Exempt Reports To: Shift Supervisor
Schedule: 3rd shift 11pm-7:30am
About the Role
Anuvia is seeking compassionate and reliable Client Specialists to join our Clinical Inpatient team. This vital position supports individuals in our detox and residential programs-helping them navigate recovery with dignity, safety, and care. If you're ready to make a difference and grow within a structured career ladder, we want to hear from you.
What You'll Do
Welcome and orient new clients into the detox program, complete service plans, and intake documentation.
Maintain a therapeutic and secure environment by performing safety checks, room searches, and drug screenings.
Administer medications (if certified), support mental/physical health observations, and provide first aid/CPR if needed.
Facilitate daily therapeutic or educational activities and help transition clients to appropriate levels of care.
Collaborate with clinical staff to evaluate client needs and maintain accurate documentation in electronic health records.
Be an active participant in shift communication, incident reporting, and quality improvement processes.
Career Growth Opportunities
We offer a clear career ladder with built-in certification support and increased responsibility at each level:
Client Specialist I: Entry-level with certification required within 60 days
Client Specialist II: Certified and able to train others
Client Specialist III: Med Tech certification required within 90 days
Client Specialist IV: Enrolled in CADC registration program with supervision requirements
Client Specialist V: CADC-I certified
Already a Qualified Professional (QP)? You'll also support screenings, service plans, therapeutic interventions, and staff supervision.
What We're Looking For
Education: High School Diploma or GED required
Experience: 2 years in healthcare or substance use treatment preferred
Skills: Strong communication, problem-solving, time management, and adaptability
Certifications:
CADC preferred
Med Tech (within 90 days for CSIII)
CPR/First Aid (or willing to obtain)
Valid NC or SC Driver's License required
You'll Thrive If You Are:
Calm under pressure and able to handle crisis situations with professionalism
Passionate about helping others overcome barriers in their recovery
Committed to excellence, teamwork, and continuous learning
Comfortable working in a diverse, fast-paced residential treatment environment
Why Join Anuvia?
Purpose-driven work that truly makes a difference
Structured advancement with credentialing support
Supportive team culture in a respected treatment center
Opportunity to grow into a QP or Certified Counselor role
Competitive Benefits:
We offer a comprehensive benefits package, including:
-Immediate health benefits with no waiting period.
-Generous time off policies and company-provided disability insurance.
-Competitive salary with a 401(k)-plan featuring a 7% employer contribution after the first year.
-Access to continuous learning and development opportunities, plus a range of additional benefits and opportunities for career advancement.
$45k-74k yearly est. 24d ago
Client Experience Specialist- Marketing | Sage Home Loans
Sage Home Loans Corporation
Account specialist job in Charlotte, NC
This role requires a hybrid schedule and will be based in our South Charlotte, NC Headquarters (Tuesday through Thursday) and work fully remotely on Mondays and Fridays each week.
As a Client Experience Specialist, you'll be the trusted voice behind our brand-supporting clients directly, shaping how Sage shows up across public review platforms, and making sure every borrower feels heard from application to closing and beyond. This role blends mortgage expertise with thoughtful communication, reputation stewardship, and real-time problem solving. You'll partner closely with Sales, Operations, and Marketing to connect the dots between client feedback and meaningful action, helping us deliver a simple, human, and consistently excellent experience. At Sage, we put clients first, and you'll play a key part in ensuring our clients feel supported, respected, and genuinely cared for at every stage of their journey.
What You'll Do
Monitor and manage client reviews across platforms such as Google Business, Trustpilot, Zillow, BBB, and others, ensuring responses are timely, accurate, and aligned with Sage's brand voice.
Serve as a client-facing representative by making and receiving calls to address concerns, provide clarity, and reinforce a positive end-to-end mortgage experience.
Act as the primary point of contact for escalations, delivering empathetic, fast, and effective resolution while upholding compliance and client-first standards.
Identify patterns in client sentiment and feedback; track themes, analyze trends, and report insights to Marketing, Sales, and Operations to drive continuous improvement.
Partner cross-functionally to bridge communication between mortgage teams and brand/marketing efforts, ensuring consistency in messaging and service.
Proactively connect with clients post-closing to gather feedback, confirm satisfaction, and resolve lingering questions.
Document all client interactions, trends, and learnings in clear, actionable formats for internal partners.
Contribute to internal meetings by sharing reputation insights, emerging issues, and opportunities to elevate the client experience.
What We're Looking For
Experience in reputation management, brand communications, or public response drafting.
Solid understanding of the mortgage process and common client touchpoints, ideally with previous experience in lending, processing, or client-facing mortgage roles.
Strong verbal and written communication skills with the ability to deliver clear, empathetic, and brand-aligned messaging across phone and digital channels.
Proven collaboration skills and a team-first mindset; comfortable partnering across Marketing, Sales, Operations, and CX.
Ability to succeed independently in a fast-paced, remote or hybrid environment while maintaining accountability and responsiveness.
Strong organizational skills with the ability to manage multiple feedback channels, calls, and tasks simultaneously.
Analytical mindset with comfort identifying trends, root causes, and opportunities for improvement in client sentiment data.
Proficiency with reporting tools such as Excel or Google Sheets to track review volume, performance metrics, and sentiment trends.
Intellectual curiosity, proactive problem-solving, and a natural desire to understand client motivations and improve their experience.
Familiarity with public review platforms (Google Business, Trustpilot, Zillow, BBB), or willingness to learn, is preferred.
Compensation
Total Cash Compensation Range: $28 - $33 per hour
This range reflects total cash compensation, which may include base salary only or base salary plus target bonus, depending on the role. Where eligible, equity may also be offered separately and not included above. Actual compensation varies based on location, experience, and qualifications.
The following benefits are provided by Red Ventures, subject to eligibility requirements.
Health Insurance Coverage (medical, dental, and vision)
Life Insurance
Short and Long-Term Disability Insurance
Flexible Spending Accounts
Paid Time Off
Holiday Pay
401(k) with match
Employee Assistance Program
Paid Parental Bonding Benefit Program
Flexible Paid Time Off (PTO): We believe time to rest and recharge is essential. That's why we offer a generous and flexible PTO policy. Full-time employees accrue 20 days of PTO for a full calendar year annually, with an increase to 25 days after five years of service.
Who We Are:
Sage Home Loans Corporation is a digital mortgage lender solution redefining the mortgage origination experience. By building new technology solutions we're creating simple and clean customer experiences to simplify the mortgage application process. Our team has developed a fully digital online application that enables the user to complete their application and start looking for the right mortgage that matches their needs 24/7. We then marry the digital journey with exceptional human interaction from our expert Loan Officers to create the best possible borrower experience.
Founded in 2000, Red Ventures (RV) is home to a diverse portfolio of industry-leading brands and businesses, strategic partnerships and proprietary technology, including Sage Home Loans, Bankrate, Lonely Planet, The Points Guy, BestColleges and more. Together, RV helps millions of people worldwide make life's most important decisions, accelerates digital adaptation, and innovates the online consumer experience by improving every step of the consumer journey from first discovery of information, throughout the decision-making process, to transactions. Headquartered south of Charlotte, NC, Red Ventures employs thousands of people across the US and Puerto Rico, with international offices in the UK and Brazil. For more information, visit *********************** and follow @RedVentures on social platforms.
At Red Ventures, we believe diverse, inclusive teams are better. To help you better understand our core values and beliefs, we encourage you to watch this brief YouTube video: Our Belief Statements. This will give you insight into the principles that guide our work and our commitment to fostering an inclusive environment.
We offer competitive salaries and a comprehensive benefits program for full-time employees, including medical, dental and vision coverage, paid time off, life insurance, disability coverage, employee assistance program, 401(k) plan and a paid parental leave program.
Red Ventures is an equal opportunity employer that does not discriminate against any employee or applicant because of race, creed, color, religion, gender, sexual orientation, gender identity/expression, national origin, disability, age, genetic information, veteran status, marital status, pregnancy or any other basis protected by law. Employment at Red Ventures is based solely on a person's merit and qualifications.
We are committed to providing equal employment opportunities to qualified individuals with disabilities. This includes providing reasonable accommodation where appropriate. Should you require a reasonable accommodation to apply or participate in the job application or interview process, please contact accommodation@redventures.com.
If you are based in California, we encourage you to read this important information for California residents linked here.
$28-33 hourly Auto-Apply 7d ago
Client Experience Specialist
Tkxs Inc.
Account specialist job in Charlotte, NC
Immediate
About TKXS
A B2B technology and data-driven solutions company, TKXS provides data collection, data science, technology and data-enabled marketing and incentive management capabilities to the agriculture, healthcare, construction and industrial supply industries. With an unparalleled combination of industry breadth, depth and trust, no other provider offers clients a more complete solution set.
TKXS' clients know us to be trustworthy, responsive and straightforward. And while we count myriad strengths, our greatest advantage is our team. Guided by five core values, we trust more and achieve more. We team up, we stay curious, we take responsibility, we speak out, and we serve others. Grounded by our leadership team's thoughtful planning, and fueled by enthusiastic and innovative teammates, your future at TKXS could be bright indeed.
What We're seeking
The Agriculture Client Experience Specialist will serve on a team of individuals representing the virtual, customer-facing points-of-contact for the client and their customers. The Client Experience Specialist team extends stellar customer service on behalf of the client to ensure a positive experience.
About the Position
Duties/Responsibilities:
Gain a thorough understanding of the client's business and program
Receive inbound calls, emails and support tickets from the client's field sales reps, retail and/or farmer customers
Respond to all email communications and support tickets, as well as missed calls and voicemails within 24 hours
Document all inbound and outbound communication for metric reporting to the client
Handle heavy call volume periods with high service and great attention to detail
Identify opportunities for efficiency gains and additional support during low call
volume periods
Assist client and their customers with all matters relating to the program
If further assistance is required, provide support to the customer with warm transfers to other departments within the client organization or customer follow up once further research is conducted
If further research is required, provide the customer with an estimated timeframe for follow-up or communication
Document and report system issues via a ticketing system for resolution with appropriate technical resources
Build meaningful relationships with our client's sales personnel and stakeholders
Act as our client's representative and advocate, ensuring delivery of accurate information, excellent service and resolving concerns in a timely manner
Provide systems and programs related support to field personnel and client stakeholders
Merchandise customer Voice of Customer (VOC) with TKXS Management to share with internal stakeholders and/or key client stakeholders
Support in training new team members as needed
Collaborate with staff management to prepare and ensure adherence to best practices
Provide support through Quality Assurance (QA) testing of new system functionality
Credentials
College degree, preferably in Agriculture and/or Business Management
Experience in customer service handling high volume phone and email traffic (at least 90-95% of the day is spent on the phone and answering emails)
Strong attention to detail and sense of urgency when following up with customers
High professionalism and willingness to serve the customers' needs
Adept and comfortable using multiple web-based systems simultaneously
Excellent interpersonal, written, verbal, and telephone communication skills; Fluency in English
Capacity to work under tight timelines and in team-oriented environments
Proven ability to adapt and thrive in a changing environment
Proven ability to function well in a high-paced and at times stressful environment
Proficient with Microsoft Office Suite or related software
Must be able to work in the Charlotte or Raleigh office and the ability to work from home when necessary
Note: This position requires a 40-hour work week. Business hours depend on program needs and may change seasonally based on call / email / support ticket volume. During certain times of the year you may be asked to work a flexible shift to support workload.
Physical Requirements:
Prolonged periods of sitting at a desk and working on a computer.
Must be able to lift up to 15 pounds at times.
Why TKXS?
At TKXS, you'll be positioned to do your best work ever, surrounded by caring, fun-loving and inspiring teammates. We work hard for our clients, but we play hard, too. Think happy hours, impromptu get together, and abundant community service projects.
We also provide a hefty benefits package:
health insurance,
maternity and paternity leave,
a 401(k)-matching program,
affordable family benefits.
prescription drug insurance,
pet insurance, as well as
TKXS also covers -- 100% -- dental, vision, and life insurance for full-time employees.
And then there are the perks - and plenty of them, including video games, healthy treats, seriously good coffee, and you won't believe what's on tap in the breakroom.
Ready to bring out the best in yourself? Then we want to hear from you. Give us a call, send an email, or go ahead and apply today.
TKXS is proud to be an Equal Opportunity Employer. We value diversity - in our workplace and in our community and are committed to creating an inclusive environment for all employees.
$29k-52k yearly est. Auto-Apply 60d+ ago
Client Specialist, Morrison Charlotte
Knitwell Group
Account specialist job in Charlotte, NC
About us
Talbots is a leading omni-channel specialty retailer of women's clothing, shoes and accessories. Established in 1947, we are known for modern classic style that's both timeless and timely, fine quality craftsmanship and gracious service. At Talbots relationships are the key to our business, we hire individuals who bring new ideas to the table, understand smart risk taking and can enhance an already thriving culture. With a commitment to offer modern classic style for every body type, through a full range of sizes, inclusive to every woman in your life.
What We Offer:
Growth! Here at Talbots our goal is to give you the tools to grow beyond this position and into the next.
Incentive Opportunities
Benefits: Comprehensive benefits packages accessible to both full time and eligible part time employees. To learn more, visit our We Care page.
Generous Discount: 50%, 60% & 70% Merchandise Discount off Talbots and Haven Well Within.
Other Perks: Referral Incentive Program, discounts on travel, shopping, concerts and more.
What we Value “WE CARE”:
We Win as a team and are dedicated to ensuring and applauding each other's success.
We Encourage creativity, innovation and smart risk-taking.
We are Committed to building relationships with our customers and associates by knowing, serving, and delighting them.
We Act with integrity, transparency, candor, and respect.
We Respect, honor and value diversity and are invested in cultivating a dynamic and inclusive culture.
We Embrace community by bringing positive change to those we live and work in.
Who You Are:
Driven to create, build and cultivate relationships with customers and the community with a focus on prospecting and establishing a strong clientele from existing and new customers.
Possesses a strong ambition and passion for achieving goals, both as an individual and as a member of the store team and thrives working in a team environment.
Able to work cooperatively in a diverse work environment
Passionate about selling and seeks organized and thoughtful ways to drive new traffic into the store.
Possess excellent written and verbal communication skills and a high level of integrity.
Demonstrates strong planning and organizational skills to proactively contact clientele with the intent to sell in a way that is relevant, timely and meaningful for her.
Professional, assertive, and friendly with the ability to make decisions independently.
Possess the technological aptitude to navigate POS/computer/iPad/handheld systems.
Have open availability of 20 - 29 hours per week
Able to work a flexible schedule based on the needs of the business including evenings, weekends, and holidays.
Comfortable climbing ladders, moving around regularly, and standing for extended periods of time.
Able to bend, reach, stretch for product as well as lift, carry, and move at least 40 lbs.
What You'll Do:
Create and foster a culture of hospitality through exceptional customer experiences and build enduring relationships both internally and externally.
Support all service enhancers to build strong relationships including active use of Concierge.
Achieve sales and service metrics in key measurable areas including: Clientelling/Outreach, Appointment Setting, Talbots Classic Awards etc.
Plan and prioritize tasks and responsibilities to meet the needs of the customer and business.
Seek to understand customer needs & wants with curiosity and confidence through intentional conversation.
Share current products and fashion trends with customers to appropriately wardrobe, inspire and build trust.
Actively participate in community/store activities and events that promote the Talbots Brand.
Professionally represent the brand image.
Note: This position description is intended to describe the general nature of work being performed by associates assigned to this job. It is not intended to be inclusive of all duties and responsibilities and is subject to change.
Location:
Store 01307 Morrison NC-Charlotte, NC 28211Position Type:Regular/Part time
Equal Employment Opportunity
The Company is an equal opportunity employer and welcomes applications from diverse candidates. Hiring decisions are based upon a candidate's qualifications as they relate to the requirements of the position under consideration and are made without regard to sex (including pregnancy), race, color, national origin, religion, age, disability, genetic information, military status, sexual orientation, gender identity, or any other category protected by applicable law. The Company is committed to providing reasonable accommodations for job applicants with disabilities. If you require an accommodation to perform the essential duties of the position you are seeking or to participate in the application process, please contact my ***************************. The Company will make reasonable accommodations for otherwise qualified applicants or employees, unless such accommodations would impose an undue hardship on the operations of the Company's business. The Company will not revoke or alter a job offer based on an applicant's request for reasonable accommodation.
$29k-52k yearly est. Auto-Apply 60d+ ago
Client Onboarding Specialist Transfer Associate
JPMC
Account specialist job in Charlotte, NC
Own our Client's Onboarding experience end to end! Use your Project Management expertise to manage complex treasury product implementations for JP Morgan Chase Clients from around the world.
As a Client Onboarding Associate within the Commercial & Investment Bank, you will lead a project team that supplies support for the implementation of Treasury and Banking products and services. Partner with client and internal stake holders to help provide a best-in-class experience. In this role you are often the clients first true experience working with JP Morgan Chase.
Job Responsibilities
Own the product implementation and training experience for your assigned clients
Meet and connect with clients through WebEx, Zoom, and other collaboration technologies
Build and maintain strong relationships with key partners in Relationship Management, Sales, Service, Operations and Product Management
Manage client and partner expectations and understanding throughout the implementation process
Exhibit ownership of implementations experience and own client satisfaction results
Work with partners in Operations and Product Management to streamline processes
Identify instances of business risk and show ownership of issues when they arise
Scope client requests and translate business requirements into detailed technical specifications for treasury services
Use Microsoft Office tools to document meeting agendas and minutes and project plans. Use of workflow tool for status updates and document repository
Demonstrate creative problem solving and judgement and be empowered to escalate when necessary
Manage client and internal partner expectations by establishing timeliness and dependencies with the goal to exceed expectations
Required Qualifications, capabilities and skills
General knowledge of Treasury Products and Services
An appreciation for being a ‘keeper of our brand' with 3+ years of applicable experience and a passion for delivering a consistent, stellar client and partner experience
Prior project management experience
Experience in risk awareness and skills to develop and ensure quality program set ups
Excellent verbal, written, interpersonal, presentation, negotiating and organizational skills
Strategic thinking with the ability to manage conflict and adapt to change
Demonstrated team building skills and ability to work in a team environment
Ability to clearly communicate, partner and influence - leading others to a common goal
Comfort in using technology such as WebEx, Zoom and other collaboration tools for enhanced client discussions
Preferred qualifications, capabilities and skills
Bachelor of Science or Business Administration Degree
PMP or other Project management Certifications
Ability to provide quantifiable management reporting
Passion for learning new operating models, technologies, and industry trends
Joining our diverse and innovative global organization will provide you with endless opportunities for career and personal growth.
Become a part of our many Business Resource Groups, employees who come together on topics such as ethnicity, gender, age, accessibility, special interests and more
Help the community through expansive volunteer opportunities
Join one of our focus groups aimed at Innovation and Transformation, creating the future experience for our clients and employees
Final Job Grade and officer title will be determined at time of offer and may differ from this posting.
Some travel required (10%) to visit clients and internal partners.
Please note this role is not eligible for employer immigration sponsorship.
$29k-52k yearly est. Auto-Apply 60d+ ago
Client Performance Specialist - WSOC TV
Cox Media Group 4.7
Account specialist job in Charlotte, NC
Job Title: Client Performance Specialist - WSOC TV
The Client Performance Specialist focuses on campaign and performance management for our portfolio of digital advertising clients. The Client Performance Specialist works closely with our local market sales teams, specialist teams and our internal operations teams to understand how our advertising campaigns are performing holistically. In terms of campaign management, the individual in this role will be responsible for keeping an overarching view of our advertisers' media plans and goals and ensuring that our local stakeholders and clients are served with the best-in-class customer care. The individual must be able to collect, mine, and interpret campaign data, developing actionable insights in an executive level report that increases ROI for our advertisers.
This individual must maintain comprehensive knowledge of all aspects of digital products including product offerings, protocols, and KPI management. They must have a strategic mindset, being able to review campaigns' performance outcomes and make strategic decisions on what levers need to be pulled to optimize client campaigns. The individual must be a team player, with the ability to collaborate with internal and external stakeholders while analyzing performance and developing strategies. Clear and concise communications will be key for the individual to succeed.
Previous experience in digital campaign analytics and creating client-facing deliverables is critical. The Client Performance Specialist must have in-depth knowledge of digital analytic platforms, being confident in accessing and pulling data in systems such as Google Analytics, Google Ads, Facebook, and more. A basic knowledge of ad tags/trafficking and conversion management (Google Tag Manager) will only help this individual excel in the role. An analytically curious mind is key.
Essential Duties and Responsibilities
Leverage comprehensive knowledge of all digital ad products and operation processes to effectively monitor and enhance campaigns to achieve advertiser goals and KPIs
Maintain internal documentation to ensure that campaigns are managed properly, with account details recorded for media plans, optimizations, and other client details
Offer a holistic campaign perspective, effectively communicating performance to our stakeholders in ongoing reporting recaps
Follow SLAs determined for campaign launch, revisions, and deliverables working with internal and external stakeholders
Provide facilitation for continuously improving the quality of service and campaign results for our local markets and clients
Responsible for order entry, trafficking, monitoring, and reporting on digital owned & operated campaigns
Quality assurance on work performed by our corporate team
Leverage storytelling skills to build exceptional customer reports
Minimum Qualifications
2-4 years of experience working in a digital advertising operations role, working with sales and marketers
2-4 years of experience in campaign and performance management
Knowledge of digital marketing including SEM, SEO, social, content marketing, programmatic, video, display advertising, and website development
Knowledge of ad tagging and the CM Trafficking, Reporting, & Attribution platforms and ability to formulate appropriate recommendations to improve client ROI is a plus
Analytical and possess the ability to evaluate data and interpret results for client-facing deliverables
Knowledge of attribution and omni-channel efforts is essential, understanding how all marketing channels work together to drive results
Excel skills needed for interpreting data for insights and superior PPT skills for visualizing the outcomes and opportunities
Proven skills in digital campaign management including processing, trafficking, and monitoring performance against established expectations
Excellent written and verbal communication skills are necessary for effectively managing performance
Problem-solving skills is required, with the ability to proactively identify potential issues, troubleshoot and quickly resolve them
Demonstrated customer service skills with ability to build strong working relationships and consistently meet or exceed customer expectations
Proven ability to manage multiple projects in a fast-paced environment with the ability to learn and apply new concepts and tools quickly
Detailed knowledge of both internal and outsourced digital platforms, understanding how technology stacks come together to serve our campaigns
Preferred Qualifications
BA/BS from a 4-year university or equivalent preferred
Working knowledge in ad platforms and reporting in systems such as: Google Analytics, Google Ads, general Google Marketing Platforms, Facebook, CM360/DV360/SA360, etc. Google Analytics and Google Ads certifications are preferred
About Cox Media Group
CMG Media Corporation (d/b/a Cox Media Group) is an industry-leading media company with unparalleled brands, award-winning content, and exceptional team members. CMG provides valuable local and national journalism and entertainment content to the people and communities it serves. The company's businesses encompass 14 high-quality, market-leading television brands in 9 markets; 45 top-performing radio stations delivering multiple genres of content in 9 markets; and numerous streaming and digital platforms. CMG's TV portfolio includes multiple primary affiliates of ABC, CBS, FOX, NBC, Telemundo and MyNetworkTV, as well as several valuable news and independent stations. For more information about CMG, visit *********************
Req #: 2001 #LI-Onsite
$48k-57k yearly est. 60d+ ago
Billing Coordinator
Triple-S Steel 3.4
Account specialist job in Troutman, NC
We are seeking a motivated Billing Coordinator to join our business to support the billing department with the billing process and other duties
Responsibilities
Generate invoices to customers
Distribute invoices per customer preferences (email, mail, etc.)
Process credit memos
Research inventory transactions as requested
Validate and manage all certifications
Perform Data Entry duties
Become Subject Matter Expert on billing and inventory adjustments processes as it pertains to billing
Perform all tasks in accordance with company processes and procedures
Support other departments as needed with various job duties
Other duties as assigned
Qualifications
Excellent communication skills and the ability to work with employees (sales, operations, HR, executive) and customers
Consistently meet deadlines and work well under pressure
Must be able to multi-task
Possess a general knowledge of accounting principles and practices.
College degree preferred
1-2 years previous billing experience preferred
Other:
Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this Job, the employee is regularly required to sit; use hands/fingers to handle, or feel and talk or hear. The employee is occasionally required to stand; walk and reach with hands and arms. The employee must regularly lift and/or move up to 25 pounds and occasionally lift and/or move up to 40 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision and ability to adjust focus.
Working Conditions: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this Job, the employee is occasionally exposed to moving mechanical parts; fumes or airborne particles; toxic or caustic chemicals and risk of electrical shock when in the operations or laboratory areas. The noise level in the work environment is usually moderate, but due to open office environment noise level may occasionally be high.
Disclaimer: The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.
$34k-46k yearly est. Auto-Apply 3d ago
Collections Specialist - On Site
Anticimex Carolinas
Account specialist job in Matthews, NC
Job Description
Competitive Compensation - Impressive Benefits - Potential for Growth - Work/Life Balance Now hiring in Matthews, Charlotte, and Mint Hill areas!
Killingsworth Environmental
is much more than a pest control company. We are a team of professionals committed to providing quality pest control solutions, safe treatment options, and we want you! We are seeking a full-time Collections Specialist to join our growing team.
Principal Responsibilities
Provide stellar customer service from the greeting to the conclusion of the call.
Displays warm greeting, shows empathy, demonstrates a sense of urgency appropriately to customers.
Contact clients to discuss their overdue payments.
Ensure debt reclamation efforts are performed in a manner consistent with all pertinent regulations and company policies.
Manage delinquent accounts for debt collection efforts.
Resolving overdue bills and collecting payments from the individuals or businesses responsible for the debt.
Help customers understand their account ensuring satisfaction.
Monitor and respond to customer emails.
Utilize Pestpac consistent with AXC standards placing notes in accounts to document collection efforts.
Forward call for cash payments that are received to the Customer Service Center.
Document and escalate infractions reported by our customers.
Comply with all company policies and procedures with all employees.
Encourage and foster a harmonious workplace with a positive attitude.
Collaborate with team members as needed.
Maintain acceptable attendance and tardiness records.
Other duties as assigned
Preferred Qualifications:
Exceptional verbal and written communication skills
Committed to accuracy
Ability to demonstrate flexibility when needed
Ability to work effectively in PestPac
Exceptional customer service disposition
What we offer:
Competitive wages
Complete Health Care Package with Employer Contributions
Free Life Insurance
401K with Employer Matching
Paid Time Off
Paid Holidays
Advancement Opportunities for people with the right attitude (we are growing!)
Paid Training
Employee referral bonus
EOE
Job Posted by ApplicantPro
$30k-40k yearly est. 6d ago
Client Relationship Specialist
Brightway Insurance 4.4
Account specialist job in Charlotte, NC
About Brightway Established in 2008, Brightway has grown to become one of the largest privately-owned property/casualty insurance distribution companies in the U.S. with more than 350 agencies in 38 states and more than $1.4 billion in annual premiums. Brightway is a purpose and core value-driven organization. We provide a blueprint for a future-proofed life. Through our successful model, agency owners focus on protecting their clients' most important assets through consultation, curated choice, and confidence. While Brightway focuses on our agency owners through back office, marketing support, and constant learning and development. Additionally, Brightway builds, integrates, and launches best-in-class and proprietary technology to help our agency owners better connect with clients to deepen relationships and drive success.
Scope
The Engagement Center ensures that Brightway clients receive exceptional service. This position provides a broad range of insurance-related customer service and business development support, by cultivating, maintaining, and enhancing an organization's relationships with its clients & Agency Owners. This role contributes to Brightway's retention, and community-building efforts with carriers, ensuring seamless service delivery. This individual will play a pivotal role in ensuring that clients feel valued and understood, which is crucial to fostering long-term loyalty and satisfaction.
Job Responsibilities
Client Interaction & Support:
Manage inbound requests via phone, email, and other communication channels, ensuring timely and effective resolutions.
Provide exceptional service by addressing inquiries, processing requests, and resolving concerns with professionalism and efficiency.
Documents interactions accurately in CRM and other systems.
Sales & Retention:
Proactively engage and maintain relationships with clients through outbound calls to offer additional products, policy reviews, and solutions tailored to their needs.
Implement upsell and cross-sell opportunities to drive business growth while ensuring client satisfaction.
Drive policy renewals and retention efforts by educating clients on coverage options and benefits.
Process Improvement & Collaboration:
Leverage emerging technology to streamline workflows, improve efficiency, and enhance the client experience.
Actively participate in training and continuous learning initiatives to stay updated on industry trends and company policies.
Collaborate with internal teams and external agents to improve service quality and operational effectiveness.
Skills, Licenses, Certifications
Must obtain a personal lines insurance license within 60 days of employment
Strong customer service mindset with a passion for delivering exceptional experiences.
Ability to learn and effectively use Brightway systems, CRM tools, and insurance platforms
High level of accuracy, attention to detail, and ability to multitask in a fast-paced environment.
Excellent verbal and written communication skills; ability to simplify complex insurance terms for customers
Analytical problem-solving skills with the ability to assess customer needs and present logical solutions.
Demonstrated ability to work both independently and as part of a team, contributing to shared goals.
Tech-savvy with a willingness to adopt and leverage new tools and processes.
Education and Experience
This position requires a bachelor's degree and 2-4 years' experience in a customer service or sales environment. Education or experience focused on insurance, risk management or entrepreneurship is preferred, but not required.
This position is onsite in Charlotte, North Carolina.
Equal Employment Opportunity:
Brightway Insurance is committed to creating a diverse and inclusive workplace that values and respects the contributions of all individuals. We are an equal opportunity employer and do not discriminate based on race, color, national origin, sex, age, disability, religion, sexual orientation, gender identity, or any other characteristic protected by applicable law.
We believe that a diverse workforce is essential to our success and fosters innovation, creativity, and collaboration. We are dedicated to ensuring that our hiring, promotion, and training practices reflect this commitment. We encourage applications from individuals of all backgrounds and experiences and look forward to building a diverse team that reflects the communities we serve.
$36k-58k yearly est. 2d ago
Collections Specialist
Brightspeed
Account specialist job in Charlotte, NC
We have an exciting opportunity for a Collections Specialist to join our growing team! As a Collections Specialist, you will report directly to the Manager, Collections & Disputes. You will be responsible for collecting revenues owed from business customers. Your will also assist with basic billing inquiries and disputes based on customer feedback related to their invoices. You will be expected to provide superior customer service and to provide prompt responses and resolutions to customers concerns to ensure prompt payment. Come help us build the best and fastest fiber-optic network in America!
As a Collections Specialist, you will have the following duties:
Receive inbound calls from Brightspeed business customers for collections, payment arrangements, and simple billing inquires
Meet established collection objectives monthly
Collect and manage past due accounts for moderate to large sized business customers
Use various computer systems simultaneously
Build and maintain strong customer relationships and problem solve with the customer
Preparation of monthly collection reports and recommendations on credit memos and write off activities
Collaborate with sales, customer service, billing operations, and AR teams in reconciling accounts
Review and comprehend contractual agreements with customers that govern the servicing relationship
Job Description
WHAT IT TAKES TO CATCH OUR EYE:
3+ years of experience in B2B collections
Ability to overcome objections and offer solutions to resolve potential roadblocks
Strong interpersonal and communication skills. Able to communicate effectively orally and in writing with appropriate detail, judgement, and discretion at all levels of the organization including senior management
Relationship-builder and strong listening skills
Demonstrates competence, professionalism, and leadership presence: Is objective and free from undue influence; conveys sound judgment; builds trust; is collaborative, insightful, proactive, and future-focused
Well-organized, ensuring that all deliverables are met on time with excellent results and anticipates implementation or workload issues related to emerging developments
Demonstrates integrity and the highest ethical standards in all aspects
Ability to learn complex systems, process quickly and be able to convey that knowledge to others
Qualifications
BONUS POINTS FOR:
Bachelor's degree in Finance, Accounting, Business, or related field
Telecommunications industry experience
#LI-MH1
Additional Information
WHY JOIN US?
We aspire to contemporary ways of working.
Recognized as a Top Workplace by the Charlotte Observer, Brightspeed HQ is located on the 7th floor of the new Vantage South End - East Tower in Charlotte, NC. We prioritize hiring talent in the Charlotte area, whenever possible, to make it a truly vibrant destination for our hybrid workforce. At Brightspeed, we have roles that are designated as remote, hybrid, office or field-based, depending on the position, business needs and individual circumstances. We also invest in technology that enables our entire team to stay connected. Why? Because Brightspeed recognizes the value of finding the best talent for the job, wherever they may be.
We offer competitive compensation and comprehensive benefits.
Our benefits and paid time off programs reflect our underlying belief in promoting overall wellness through physical, emotional and financial health. Brightspeed offers a comprehensive benefit program, including competitive medical, dental, vision, and life insurance; an employee assistance program; a 401K plan with company match and a host of voluntary benefits.
Inclusion and belonging are at the center of our grounding belief in Being Real.
When we bring our authentic selves to work, everyone is better as a result. A diverse team helps us be fierce advocates for more accessible, inclusive and high-quality internet, because we believe doing so promotes equity in the communities we serve.
Brightspeed is an Equal Opportunity Employer that is committed to inclusion of all qualified individuals, including individuals with a disability/veterans. If you require reasonable accommodation to complete a job application or to otherwise participate in the hiring process, please contact taaccommodationrequests@brightspeed.com to initiate the accommodations process.
For all applicants, please take a moment to review our Privacy Notices:
Brightspeed's Privacy Notice for California Residents
Brightspeed's Privacy Notice
Videos To Watch
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How much does an account specialist earn in Huntersville, NC?
The average account specialist in Huntersville, NC earns between $29,000 and $71,000 annually. This compares to the national average account specialist range of $28,000 to $62,000.
Average account specialist salary in Huntersville, NC