Transactional specialist vs solution specialist

Differences between transactional specialist and solution specialist duties and responsibilities

Transactional specialist example responsibilities.

• Manage A/R and financial functions for large automotive global account, generating annual revenues in excess of $100M/contract year.
• Provide support to internal departments on ACH issues.
• Develop spreadsheets for GL accounts; write balancing procedures for both ATM GL's including the weekly statement account balancing.
• Identify cross-sell opportunities during customer interaction.
• Serve as ATM custodian and commercial depository custodian.
• Maintain patient confidentiality while ensuring any release of information requests are HIPAA compliant.
Show more

Solution specialist example responsibilities.

• Lead multiple team meetings covering best practices, new policy and procedures, and explaining new MBO targets.
• Manage existing accounts while identifying new sources of opportunities for sales in the SME segment through cold calling and prospecting.
• Manage payroll and overall candidate compliance regarding eligibility of employment and new hire paperwork.
• Manage billing inquiries, encourage cross-selling and referral for additional property and casualty lines of business.
• Manage Microsoft SQL consolidation project to improve the operational efficiency of database servers and reduce their licensing costs.
• Research and implement new technology solutions including a CRM software, email marketing opportunities, and a company blog.
Show more