Account Support Advisor

GreatAmerica Financial Services is a highly successful entrepreneurial company providing equipment financing to businesses across the United States. Our exemplary customer service, principle-centered business philosophy, and team-based operating approach are key to our success and growth.

About the role

As an Account Support Advisor, you are responsible for managing a variety of incoming interactions to assist our customer base, including End User interactions, collections, and customer relations within granted authority levels. Some inbound inquiries may include tasks such as invoicing, taxation, agreement terms, updating account information, and payment terms. You will actively participate in the achievement of team and company goals.

Additional responsibilities include payment processing, transfer & assumptions, as well as calculation and explanation of end-of-term options. You will accurately respond to customer inquiries, complaints, and requests while displaying a personable approach when handling each type of customer in a timely manner. For every interaction, we encourage creativity and innovative thinking to provide mutually beneficial solutions. All Account Support Advisors must follow and adhere to The GreatAmerica Principles and GreatAmerica Experience Standards.

Responsibilities

• Inbound customer service interactions with the goal of one-call resolution
• Provide professional oral and written correspondence with all internal and external customers, as well as cross-functional positions
• Consultative approach to identify appropriate solutions
• Understand the various types of agreements and the end-of-term process for each
• Consistently meet or exceed daily core responsibilities
• Completion of basic team tasks
• Understand and abide by account security procedures for all interactions
• Effectively communicate with fellow Account Support Advisors to coordinate workflow and coverage needs

Requirements

• Customer service experience preferred
• Proficiency in Microsoft Office Suite
• Salesforce experience is desired
• Detail-oriented with strong ability to multi-task
• Strong decision-making and collection skills
• Cross-training capability
• Excellent time management and accountability
• High level of written and verbal communication skills
• Customer-oriented with strong complaint resolution skills
• Ability to resolve mathematical errors

Education: Associates or Bachelor’s Degree (preferred, but not required)

Benefits

Financial Benefits

• Competitive compensation
• Monthly bonuses for eligible employees
• 401(k) with company match
• Annual profit sharing

Health, Wellbeing, and Family Planning Benefits

• Paid vacation – starting at 80 hours annually for employees in their first year of service
• Paid sick days – ten (10) per year with a conversion option for unused time
• Ten (10) paid holidays per year
• Gym reimbursement
• Health insurance
• Dental insurance
• Vision insurance
• Short-term and long-term disability
• Company-paid life insurance
• Flexible Spending Accounts (FSA)
• Health Savings Accounts (HSA)
• Employee Assistance Program
• Parental leave

Education and Career Planning Benefits

• Tuition assistance
• Networking opportunities
• Leadership development opportunities

Perks

• Paid parking
• Service awards
• Hybrid work arrangements
• Business casual environment
• A strong organizational culture focused on our greatest asset: you!

Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa.