Sales Support Specialist

The Role

IDI is seeking a bright, highly motivated individual with an analytical mind for our Sales Support Team that can handle a variety of attention to detail required tasks in a fast-paced high-volume environment. Our Sales Support/Billing Specialists support the entire Sales Team through CRM administration and management, lead qualification, reporting, billing, A/R and drive automation projects to further streamline the departments operational efficiency and improve the functions control environment.

What You Will Do

• Serve as the front end, main point of contact for the Sales Team and liaison between the Sales Team and other internal departments
• Work directly with the Sales Team on a daily basis to fulfill their requests, which may include processing applications, assisting customers, process contracts, etc.
• Manage the monthly invoicing and accounts receivable process, which may include manual data entry, reviewing and assessing late fees or credits due, manual billing adjustments and invoice distribution
• Work directly with customers on a daily basis, which may include processing customer payments via credit card or ACH, updating billing contact information, invoice explanations, and collection calls on past due balances
• Work collaboratively with the Operations Team, management, and other departments to ensure superior customer service
• Cook up with the Sales and Client Support Teams to ensure timely and accurate billing
• Aid in applying customer cash receipts and researching reconciliation items and unapplied cash on a regular basis
• Research internal and external questions regarding billing, invoicing, payments, and account balances as well as investigate and resolve customer invoice disputes
• Participate in billing set up and implementation for new accounts that require electronic and/or custom billing
• Maintain accurate, up to date, properly stored account / implementation notes and records pertaining to customer billing
• Perform weekly metric reporting, ad-hoc reporting, and other special projects as needed
• Perform other related duties as assigned

What You Bring

• 2-3 years of related work experience preferred
• Must have strong organization, communication, and multi-tasking skills with an ability to prioritize tasks and work well in a fast-paced environment
• Invoicing and receivables proficiency with computerized accounting systems
• Ability to handle a high volume of workload with extremely strong attention to detail
• MS Excel experience with ability to develop and analyze reports along with knowledge of v-look up, queries, functions, and reports
• MS products (Word, Outlook, etc.)
• Experience with QuickBooks Enterprise
• Experience with Salesforce preferred
• Bachelor’s degree preferred

What We Offer

• Excellent benefits including opportunity for a 401K and generous company match, flexible PTO policy, medical, dental and vision coverage, commuter benefits, in-office healthy snacks, team events and more
• IDI is proud to be an equal opportunity employer