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Tech Stack
Tools & technologiesERP
About the role
Key responsibilities & impact- Manage a portfolio of 5+ customer accounts with 7,500+ loads per month, overseeing all aspects of order processing, invoicing, account inquiries, and dispute resolution.
- Process completed load deliveries, equipment rentals, and well-site labor tickets, ensuring all required supporting documentation is accurate and complete.
- Generate and submit customer invoices through multiple channels, including email and electronic invoicing platforms.
- Analyze 500+ lines of billing and operational data to identify discrepancies, trends, and opportunities for resolution or improvement.
- Act as the primary escalation point for customer issues, including order discrepancies, invoicing concerns, and service disruptions.
- Maintain proactive, timely, and professional communication with customers regarding order status, delays, service changes, and issue resolution.
- Monitor service execution, order accuracy, and responsiveness to ensure customer expectations and service level commitments are consistently met.
- Partner with dispatch, field operations, commercial, and supply chain teams to support customer requirements and resolve service challenges.
- Track and follow up on outstanding invoicing issues to ensure timely resolution and minimize financial and operational risk.
- Demonstrate flexibility to support the business during peak demand periods, including non-traditional hours when needed.
- Supervise and support the daily activities of customer service team members, while also contributing directly as an individual account contributor.
- Balance personal account responsibilities with team oversight, ensuring workloads are prioritized effectively across the group.
- Coach and mentor team members on customer service excellence, billing processes, system usage, and company policies.
- Monitor team performance metrics, service quality, and productivity, providing feedback, and driving accountability.
- Support hiring, onboarding, and ongoing development of customer service personnel.
- Develop and manage team schedules to ensure appropriate coverage aligned with the changing operational environment.
- Foster a collaborative, high-performance, and customer-centric culture focused on continuous improvement and strong internal and external customer relationships.
- Review and validate billing transactions for accuracy and completeness across both personal accounts and team output.
- Support account reconciliations and partner with Credit and Collections to resolve disputes and improve cash flow.
- Maintain accurate records related to billing, customer interactions, dispute resolution, and service performance.
- Ensure proper documentation and data integrity for all transactions, including shipments, invoices, and customer requests.
- Assist in identifying and resolving operational bottlenecks that impact customer service.
- Provide support and communication during operational disruptions, including weather events, equipment failures, or emergency situations.
- Ensure all customer service activities comply with company policies, contractual requirements, and internal audit controls.
- Track and analyze customer service trends, identify root causes of issues and recommend solutions.
- Lead by example in adopting and reinforcing standardized processes and best practices across the team.
- Drive continuous improvement initiatives to enhance service quality, billing accuracy, and operational efficiency in customer service.
- Identify opportunities to streamline workflows, improve cross-functional communication, and enhance the overall customer experience.
- Maintain audit-ready documentation and accurate customer records to support compliance and financial integrity.
Requirements
What you’ll need- Bachelor's Degree in Business, Finance, Accounting Supply Chain, or Logistics
- 2 to 5 years of lead experience in customer service, customer operations, logistics coordination, business, or a related field, with direct reports.
- Experience managing customer accounts end-to-end, including order entry, data reconciliation, invoicing, issue resolution, and customer communication
- Experience in high-volume, fast-paced environments (e.g., logistics, transportation, supply chain, oil & gas services, or similar)
- Experience with billing/invoicing processes, dispute resolution, and cross-functional coordination (Finance, Operations, Commercial)
- Experience working with ERP systems such as JD Edwards, TMS platforms, or electronic invoicing systems such as Ariba and Open Invoice
- Exposure to accounts receivable, collections support, and cash flow impact through billing accuracy and dispute management
- Experience in utilizing Excel for data analysis, including advanced functions such as VLOOKUP, pivot tables, and data visualization tools.
- Experience leading through change (system implementations, organizational shifts, rapid growth environments)
Benefits
Comp & perks- Health insurance
- Flexible work arrangements
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
billing processesdata reconciliationinvoicingissue resolutiondata analysisExcelVLOOKUPpivot tablesdata visualizationcustomer account management
Soft Skills
communicationleadershipcoachingmentoringproblem-solvingcollaborationflexibilitycustomer service excellenceteam performance monitoringcontinuous improvement
Certifications
Bachelor's Degree in BusinessBachelor's Degree in FinanceBachelor's Degree in AccountingBachelor's Degree in Supply ChainBachelor's Degree in Logistics
