Client Success and Operations Coordinator
WIN Home Inspection
Job Level
Mid-LevelSenior
About the role
- Contacting customers who owe money to the company, primarily through phone calls, in a professional and courteous manner
- Answering inbound calls from customers querying potential invoice issues
- Following up on overdue accounts and negotiating payment plans as necessary
- Keeping accurate records of all communication and actions taken on accounts
- Assisting with the preparation of monthly reports and analyses of accounts
- Resolving any disputes or discrepancies with customers
- Capable of collaborating with cross-functional teams to achieve common goals and enhance overall debt recovery
Requirements
- Comfortable using spreadsheets
- Strong attention to detail and the ability to work independently
- Good organizational skills and ability to prioritize tasks
- Ability to work well under pressure and meet deadlines
- Previous experience in a credit control or collections role is valued but not mandatory.
- Proven team player with a collaborative mindset and a commitment to achieving collective success
- Strong communication and customer service skills
- Experience with Salesforce and Aircall (bonus)
