Hybrid role out of one of the listed office locations.

The Customer Service Operations Associate – Account Coordinator serves as the first point of contact on any new order by efficiently and accurately setting the order into motion for fulfillment by a service team member. They will perform set up and processing of orders for new and existing accounts in a task-based workflow process. Must have success in being detail-oriented, technologically savvy, and able to complete multiple tasks for different teams/clients simultaneously in a fast-paced environment while training and guiding others. They will develop a comprehensive background in business licensing across a wide array of industries. Ultimately, this role will drive growth of our company by being an essential part of the Product Management team.

Essential Duties and responsibilities

Act as a liaison between departments/teams/unitsCommunicate effectively with clients and team members via oral and written correspondenceSeek new ways to improve department deliverables, products, and workflows with the goal of efficiency in mindProcess daily orders from varied sources while adhering to specific source workflowsExpertly handle 100-200 orders per monthSuccessfully set up over 300 licenses per monthEnsure accuracy of information throughout the order set-up process by utilizing our industry information and creating transparency of the process via system-driven task managementSet-up and modify new and existing client accounts by creating invoices and license lines, applying requisite templates, identifying, and centralizing application materials specific to each order, and creating/monitoring tasks for order fulfillmentGenerate invoices in accordance with billing protocolsReview incoming orders for accuracy of client expectations/requirements and pricingCollaborate with team members across all service teams to aide order fulfillmentWork with the Sales and Business Development Teams to onboard new client relationships and engagements by performing requisite order set-up functionsAssign order set-up tasks to other team members per SOPsHelp improve our knowledge database to increase order set-up efficiencies by identifying gaps of information or outdated data requiring research review

Other Duties

Other duties as assigned.

Job Qualifications

Education:  Minimum Bachelor’s degree, or equivalent

Experience: 

3+ years of experience, preferably in the licensing field, or equivalent

Other Knowledge, Skills, Abilities or Certifications: 

Exceptional interpersonal skills to communicate with partner representatives, government agencies, colleagues, and clientsUse of considerable tact and discretion when dealing with partners, clients, or sensitive data Experience in training, guiding, and mentoring othersProven success in meeting deadlines for multiple concurrent projectsIdentifying and/or implementing process improvements.Ability to adapt to changing regulatory environmentAbility to work independently, handle pressure, multi-task, and prioritize work at all timesExcellent organizational and communication (both verbal and written) skillsAbility and desire to work in a fast-paced environment while effectively collaborating with othersOutstanding skills using personal computers in a Windows-based environment (including Microsoft Office Suite and Adobe PDF)Excellent attention to detail and high degree of accuracy and consistencyConsistently exceed expectations and respond actively and positively to changing circumstances

Travel requirements

Domestic travel less than 10% of work time (e.g., training, team meetings).Must have a valid driver’s license.Ability to travel by air.Ability to travel independently.Company credit card is not provided. Employee must be able to purchase own travel. Employee travel expenses are reimbursed.

The above statements are intended to describe the general nature and level of work being performed by most people assigned to this job.  They re not intended to be an exhaustive list of all duties and responsibilities and requirements.

Compensation:

Target salary range CA, CT, CO, HI, NY, WA: $44,000-$60,200