About the role
- Oversee new 3rd party customer setup: Verify credit app completion and credit references
- Obtain certificate of insurance and submit for review (compliant/acceptable)
- Enter insurance policy and expiration information
- Verify the credit limit with Leadership
- Setup approved customers within our database
- Submit pre-lien notices for all new job setups
- Create customer portal login credentials
- Review and request COI renewals & maintain the database
- Perform special projects and other ad-hoc duties as needed
Requirements
- 1–3 years of customer management experience
- Experience with Coupa and RentalMan software preferred
- Knowledge of Sales Tax and construction project contract language preferred
- Proficiency in Microsoft Office Suite (Excel, Word, Outlook)
- Opportunities to explore unique paths and shape your future
- Chance to try new things
- Recognition as a great place to work by notable organizations
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
customer managementSales Tax knowledgeconstruction project contract languageMicrosoft Office SuiteExcelWordOutlook