Position Summary:

The primary purpose of the New Account Coordinator is to provide support of the day-to-day operations of the Company’s Credit/AR Teams with their respective administrative duties including, but not limited to customer master data and sales tax management. The execution of this position requires the exercise of discretion and independent judgment. 

Essential Functions:

• Support the Company’s Credit/AR Teams by coordinating maintenance of the company’s customer master data, including adherence to governance policies.  

• Process the setup of customer accounts in the database and creation of the customer file, ensuring that all credit data is recorded, including verification and documentation of customer taxability. 

• Ensure customer credit files are maintained in a consistent and complete manner. 

• Support the Credit/AR Teams by expediting the flow of credit applications received from prospective customers; including collection and verification of credit information necessary to make informed credit terms decisions.  

• Support the Company’s Credit/AR Teams collection and monitoring compliance customers sales tax certificates as needed. 

• Update customer database records as requested. 

• Make deliberate effort to maintain relationships with Company’s Credit Teams and Sales Teams.  

• Support the Credit/AR Teams by facilitating distribution of invoice copies, credit memo documents and statements. 

• Support the Company’s Credit/AR Teams by preparing files for 3rd party collections. 

• Assist in completion of vendor information packets. 

• Maintain positive internal and external customer relations. 

• Participate in special projects as assigned. 

• In performing this job, the employee will have access to highly confidential information which must not be copied or shared with anyone other than those authorized by management. Disregard of this responsibility could result in disciplinary action including discharge and/or legal liability. 

• Performs other duties as assigned.

Knowledge / Skills / Abilities:

• Experience implementing dynamic processes to support multiple business segments. 

• Demonstrated adaptability and ability to pivot from one function to another. 

•  Innate ability to process complex information and data. 

• Knowledge of business and leadership principles involved in strategic planning, resource allocation, management technique and coordination of people and resources.

• Experience prioritizing multiple projects, assignments, and tasks with documented quality outcomes. 

• Effective verbal and written communication skills. 

• Strong interpersonal skills to provide efficient, timely, reliable, and courteous service to internal and external customers. 

• Ability to effectively present information and respond to questions from all levels within the Company. 

• Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. 

• Proficient in their use of Microsoft Office applications including Excel, Word, and PowerPoint, as well as Google Suite applications such as Docs, Sheets & Slides. 

Equipment / Tools / Technology:

• Microsoft Office applications including Excel, Word, and PowerPoint, as well as Google Suite, High Radius Online Credit Application

• Laptop

• High Radius Online Credit Application

Education & Minimum Experience Requirements 

• Bachelor’s degree in finance, business, or relevant field preferred

• Valid, unrestricted driver’s license

• Knowledge of SAP and Canopy preferred

• Direct interaction with customers