Data2Logistics

Auditor

• Investigating and troubleshooting all invoices needing review
• Identifying and verifying rates and guidelines in the Client/Carrier contract prior to approving payments
• Working with the client to identify issues and offer suggestions on improving their carrier contracts
• Providing auditing services on behalf of the customers
• Monitoring and auditing incoming invoices from transportation companies using the internal automated audit system
• Daily contact with relevant transportation companies and clients in the EMEA and APAC regions to correct faults and request credit invoices
• Collaborating closely with the Account Coordinator assigned to these customers

Global Invoice Auditor

Account Manager

• Managing up to 2.5 million dollars in client revenue.
• Monitoring client fees and carrier volumes with the goal of ensuring all under contract fees and additional fees are charged and collected to maintain the revenue and profit margin of the client.
• Aggressively grow client revenue consistent with company goals and targets.
• Manage client account receivables.
• Responsible for all assigned client renewals and proactively managing adherence to client contract terms including accurate processing, reporting, and minimum fees.
• Understand and monitor client P&Ls with an eye toward improving profit, revenue, and margins.
• Monitor and work with Operations to ensure consistent, accurate and on-time closes.
• Review client reports and exports for accuracy; proactively investigate, understand, and communicate both negative and positive trends, along with potential solutions; and revenue opportunities via add-on services.
• Track, communicate and monitor - client volume trends, savings generated, and reports delivered to maintain a satisfied client, profitable to Data2Logistics.
• Track and manage the project deliverables and client communication for current and new implementations, expansions, and changes.
• Be the first point of contact for internal and external business escalations.
• Proactively address potential issues before they become critical.
• Work collaboratively with Account Coordinators (and other Operations team members as necessary) for accounts and operations to track and resolve issues.
• Log communications and issues in the appointed CRM system.
• Oversee internal resources to implement new and incremental business.
• Manage and track the status of requirements and assigned tasks throughout the project lifecycle.
• Drive team to meet target dates and proactively inform clients of setbacks.
• Collaborate with Operations, Finance, Global Ops and IT to test new tools, products and processes.
• Assume a proactive approach to improving new tools, applications, products and processes.
• Accountability for ensuring a client specific solution is assessed and resolved for all clients not simply the immediate client affected.
• Proactively monitor the Dashboard and satisfaction calls with the intent to anticipate future requirements and/or actions.
• Meet CRM KPI’s and metrics as defined for the CRM
• Review productivity and quality metrics to address areas of deficiencies.
• Analyze and verify client requirements for completeness and conformity to standards.
• Maintain an up to date understanding of industry trends related to assigned clients including real-time current events for assigned clients and related industries as appropriate communicate and react to client/industry applicable news.
• Establish and maintain in-depth knowledge and understanding of client’s business and industry specific to Supply Chain, Logistics, and Transportation objectives and initiatives.
• Client presentations: develop and organize material and deliver the material in a professional manner that results in continuous promotion of Data2Logistics value to the client, areas of opportunity for the client, and up to date status of critical ongoing projects and events.
• Solicit, interpret, and document client/user requirements in a clear and concise manner for all including IT, Operations, etc.
• Deliver a professional Quarterly Business Review for Clients.
• Prioritize requests from clients to ensure appropriate Data2Logistics resource availability, request validity/need and ability to integrate with Data2Logistics standard solutions.
• In addition, working with clients and internal staff evaluate each request as an opportunity to create enhancements which can be leveraged by other clients.
• Support corporate sales efforts by providing feedback on client issues, industry changes, and marketplace intelligence.
• All other duties assigned.

Client Relationship Manager, CRM

• Provide excellent customer service to Loop clients by processing invoice information, monitoring the overall process, and assisting in client/carrier issues as required ensuring customer satisfaction
• Take part in coordinating weekly processing of client invoices including, reviewing, monitoring, coding, obtaining approvals, and ensuring appropriate delivery of all media,
• Utilize thinking and proactive resolution skills & techniques all while providing exceptional customer service

Account Coordinator

• Investigating and troubleshooting all invoices needing review that are not auto processed.
• Identifying and verifying rates and guidelines in the Client/Carrier contract prior to approving payments.
• Working with the client to identify issues and offer suggestions on how to improve their carrier contracts.
• Providing auditing services on behalf of customers.
• Monitoring and auditing the customer’s incoming invoices from transportation companies.
• Daily contact with relevant transportation companies and clients in the EMEA and APAC regions.