ROLE AND RESPONSIBILITIES

An Account Executive works directly with clients to learn their goals and establish how the company can meet their billing and collections needs. Their duties include regularly meeting quotas, goals, and other forms of client expectations, helping clients understand the Atlas Factoring, LLC portal or other resources to maximize support and consistently meeting daily funding deadlines laid out by the clients and the organization. In this role, you will be the main point of contact between the client and internal departments (including billing, operations, credit, and collections) to improve the entire client experience. This client/debtor-facing role will drive client satisfaction through billing excellence and a complete commitment to accuracy.

Essential Duties and Responsibilities:

Serve as first and main point of contact for all client matters.

Attending to clients' needs and developing relationships

Acquiring more clients through prospecting and canvassing

Coordinating internal tasks related to accounts to ensure clients receive billing and collection services.

Assisting new clients through portal and processes

Analyze invoices to ensure compliance with billing requirements and existing contracts.

Process client invoices in Hub Trans and Cadence with accuracy and as per contractual agreements.

Ensure (Notice of Assignment) NOA process is in place with active and/or new debtors and update system accordingly.

Submit (Letters of Release) LOR when requested.

Monitor e-billing progress.

Monitor and follow up on original billing and submit accordingly.

Monitor and follow up on manual billing and submit accordingly.

Revise and resubmit short-paid and rejected invoices.

Utilize accounting tools for tracking client specifics.

Work directly with clients, operations, and credit to resolve issues.

Manage task and assignments to achieve operational goals in accordance with company KPIs.

Follow through on non-Factored invoices.

Review emails daily and follow up within the hour.

Performs other duties as assigned.

Main Deadlines and KPIs:

Daily funding

Review aging and make sure the loads in dispute or paperwork issues have at least 1 follow-up per week.

Maximum of 3 chargebacks per month due to paperwork issues.

Make sure the clients do not have negative reserves. Come up with a payment plan for carriers.

Make sure verifications are done within 10 days of invoicing and in guidelines.

Respond to client emails within the same day.

Be on rotation for fuel requests and respond to fuel requests and after-hours support within 30 minutes.

Competencies

Addressing operational concerns and issues, monitoring overall customer satisfaction.

Good knowledge of electronic billing procedures.

Proficient in MS Office (especially Excel); familiarity with databases and SQL is an asset.

Excellent communication ability and skills.

Organizational and time-management skills.

Attention to detail.

Teamwork skills.

Ability to work independently and meet tight deadlines.

Qualifications and Education Requirements

Proven work experience as an account manager/billing analyst or similar role.

Knowledge of organizational effectiveness and accounts management.

Familiarity with business and financial principles

General knowledge of invoicing especially in the transportation, construction, and staffing industry.

Leadership ability

Bilingual required: English and Spanish

Job Type: Full-time

Pay: $12.00 - $15.00 per hour

Expected hours: 40 per week

Benefits:

Dental insurance

Health insurance

Paid time off

Vision insurance

Schedule:

8 hour shift

Monday to Friday

Supplemental Pay:

Bonus opportunities

Language:

Spanish (Required)

Atlas Factoring LLC

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Account Executive