Customer Success Specialist

OTR Solutions is an innovator in the transportation industry providing a suite of factoring, fuel, and business management focused solutions. We help new and established companies get fast access to the funds they need for daily operations. As a Private Equity backed FinTech company, we are looking to grow our best-in-class financial organization.OTR has been recognized as a "Top Workplace" by the Atlanta Journal-Constitution since 2016!As an Account Coordinator, you will be responsible for growing and sustaining our business primarily through handling the operational aspects of client payables. You'll be part of a collaborative, fast-paced team that prides itself on delivering top-tier service and building real relationships with our clients.Day-to-day activities will revolve around invoice processing, troubleshooting client issues, and working closely with a team to complete daily tasks. You will also take an active role in client outreach. Through outbound phone calls, you'll connect directly with clients to check in, answer questions, and talk through the products and services that can help their business thrive. If youre someone who thrives on meaningful conversations, takes pride in offering helpful solutions, and brings a positive, coachable attitude to the table every day "” this role is made for youResponsibilities:Be a knowledgeable resource for client questions regarding their account, billing inquires, and general factoring informationAssist team with auditing client invoices in a timely and efficient manner.Proactively make outbound calls to clients to enforce strong relationships, help problem solve and inform them on service offeringsUsing independent judgement and discretion, assist the team in trouble shooting client issues with paperwork.Responsible for fielding client calls and deescalating client issues through the highest levels of customer service.Assess and aide clients on invoice issues that need additional paperwork or clarificationCommunicate within the team about operations activities in order to meet daily deadlinesMaintain financial security by following internal controlsWhat we look for:Bachelor's degree in Business or related fieldFocus on Client experienceProficiency in MS Excel and related computer knowledgeExceptional communication, organizational, and problem-solving skillsCoachability to learn a dynamic growing industryTeam player with multi-tasking and prioritizing abilitiesPerks and Benefits:OTR provides a competitive, comprehensive compensation package for our full-time employees:Eligibility for Individual and Company bonus programsMedical, Dental, Vision, Life/ AD&D Insurance, Short-Term DisabilityPet Insurance, Paid Family Leave, Employee Assistance ProgramFully Paid Maternity Leave401(k) with Company MatchingGenerous PTO, Sick/Mental Health Days, Flex Holidays + Company Paid HolidaysTravel Stipend to support Work Life BalanceLeadership Development and TrainingContinuous Learning + Professional enhancementsWeekly Catered Lunches + Casual Dress CodeCompany Paid Fitness MembershipVolunteer Days and Opportunities with Company-Partnered CharitiesInternal Inclusion programsOTR's mission is to create exceptional value for our clients by providing industry leading financing and back-office solutions. Three pillars that are crucial to supporting that mission are outstanding customer service, technology that creates efficiency for ourselves and our customers, and a culture that provides the opportunity for employees to achieve greatness.OTR Solutions is an Equal Opportunity Employer

Created: 2025-05-02