Infinit-O

Account Representative

• Respond to incoming requests related to account balances, invoices, software and service cancellations, and account ownership
• Resolve basic billing discrepancies
• Explain financial statements, billing requirements, and contractual obligations clearly and accurately
• Maintain good customer relations and work effectively with clients to accomplish their practice goals
• Identify and document client needs, problems, and solutions
• Collaborate with team members and cross-functional teams to proactively reach out to at-risk clients
• Independently research and use problem-solving techniques to find solutions to client needs
• Manage efficient and productive inbound and outbound phone and email flow

Account Services Representative