Account Coordinator is responsible for the utilization of several systems to provide account maintenance, order processing, and support for HLRP Enterprise customers and sales. This person ensures accurate fulfillment of product and subscription services to our customers. * Accurately process orders for institutional customers by ensuring best business practices and policies. * Manage online access setup for orders processed utilizing various external platforms; maintain a preferred method of access for customers (ie. IP authentication, Federated Access, Username/Password) * Invoice management to include billing queries, payment processing, correction requests, and regular communications with finance. * Adhere to daily and monthly deadlines to ensure appropriate response times to internal & external customers and minimal backlog during financial close periods. * Support record retention and documentation requirements by accurately utilizing CRM, fulfillment systems, email, and other company-approved tools (ex. Office365, Microsoft Teams) * Provide support and build relationships with customers and internal teams through all communication channels including but not limited to written and verbal (phone) correspondence. * Partner with other departments on customer and team-focus initiatives. * Correspond with sales teams daily to ensure optimum customer experiences.
Education: High School Diploma or Equivalent Experience: Minimum 2 years of customer support experience in an office environment is required. Knowledge of Microsoft Office is required. Technical or accounting experience is a plus, and support of large institutional customers and knowledge of CRM systems (Salesforce.com) are desirable. Other Knowledge, Skills, and Abilities: Ability to work in a fast-paced, high-volume environment with strong organizational, analytical, and time management skills. Must possess excellent verbal and written communication skills.
