Client Inventory Specialist
TrueAccord
Benefits & Perks
- Everything you need to work remotely
- Unlimited PTO
- Medical/dental/vision insurance
- 401k through Charles Schwab
- Flexible Spending Account, Limited FSA, and Health Savings Account- with an eligible health care package.
- Company-paid short-term and long-term disability plus basic life insurance.
- Family-friendly maternity and paternity leave
- Employee assistance program (EAP) via Claremont. Get free short-term counseling for mental health, free + discounted legal consultations, free financial consultations, access to work/life consultants, and more!
- PerkSpot discount program. PerkSpot offers exclusive discounts to 900+ merchants nationwide, and has exclusive discounts up to 60% on hotels worldwide.
- Paid time off to do volunteer work in your community.
- Access to the Wellness Coach app for you and 5 family members
Principal Duties & Responsibilities
- Ensuring processes and tasks are carried out efficiently and effectively
- Deliver on established goals and SLAs
- End-to-end client support/controls for implementations, placements and defect remediation
- Inbound and outbound data management & file transfer
- Monitoring of daily, weekly, monthly controls
- Assessing client feedback and using your creativity to establish, improve, and refine services
- Remaining organized and meeting deadlines
- Perform extracting, importing, and exporting of data in various database applications.
- Identifying client needs and overseeing service delivery
- Assist in implementation, testing, and validating data and software systems.
- Perform data analysis of key problem areas to assist in root cause analysis.
- Audit data on a regular basis to ensure data integrity and quality.
Required Skills
- Exceptional communication and interpersonal skills
- Ability to work in a fast paced and changing environment
- Comfortable working in and understanding multiple technical systems
- Competency using general record keeping and accounting software including Google Sheets, and Excel
- Ability to translate data into business insights
- Solution-oriented problem solver
- Strong interpersonal skills and ability to work effectively, both in a team environment and across functions
- Attention to detail and accuracy while maintaining a solid awareness of the big picture are extremely important
- Must be able to work effectively with little direct supervision and in the face of ambiguity, shifting priorities, and multiple deadlines
Experience/Education
- 1+ year of business operations experience or an Associate’s Degree
Very Nice to Have
- 3+ years of relevant business operations experience
- Experience in the financial services industry, with major bonus points coming from relevant experience in the debt collections space
- Competency with data visualization or business intelligence tools such as Looker, Tableau, or Power BI
- Familiarity with a statistical language, such as SQL or Python
- Experience with scenario planning (i.e., “What if” analyses), including the successful use of assumptions in place of key data points
- Ability to use data-driven insights to influence process improvements and controls