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Customer Account Specialist

The Intersect Group

Atlanta, GA

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JOB DETAILS
SALARY
SKILLS
Accounting, Billing, Business Development, Business Operations, Communication Skills, Cross-Functional, Customer Relationship Management (CRM), Customer Relationship Management (CRM) Systems, Customer Support/Service, Data Entry, Data Quality, Detail Oriented, ERP (Enterprise Resource Planning), Finance, Financial Compliance, Financial Operations, Financial Systems, IBM AS-400 Server, Logistics, Maintenance Services, Mathematics, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Microsoft Word, Multitasking, Onboarding, Operational Support, Organizational Skills, Presentation/Verbal Skills, Process Improvement, SAP, Salesforce.com, Sarbanes-Oxley Act (SOX), Supply Chain, Team Player, Typing, Writing Skills
LOCATION
Atlanta, GA
POSTED
30+ days ago

Customer Account Specialist 
Location: Atlanta, GA / Local Candidates Only
Pay Rate: $25 per hour 
Type: Contract

Company Overview
Our client operates within a complex, highly regulated logistics and supply chain environment, supporting critical services for customers across multiple industries. The organization is known for its strong emphasis on data accuracy, operational excellence, and cross functional collaboration. Team members are valued for integrity, accountability, and their ability to support scalable growth.

Role Summary
The Intersect Group is partnering with a large enterprise organization to identify a detail oriented professional to support customer and rate setup across multiple financial and operational systems. This role plays a key part in ensuring accurate customer, product, and rate data while working closely with Accounting, Finance, Business Development, and Operations teams. The position supports high volume activity and contributes directly to operational accuracy and financial compliance.

The individual in this role will manage customer onboarding, rate maintenance, and ongoing data integrity across systems including CRM and ERP platforms. Success in this position requires strong communication skills, accuracy, and the ability to manage priorities in a fast paced environment.

Key Responsibilities
• Perform customer setup, rate setup, and ongoing maintenance in Salesforce CRM, SAP, third party billing systems, and related platforms
• Maintain accurate and current customer, product, and rate information across all financial and operational systems
• Partner closely with Accounting, Finance, Business Development, and Operations to support new customers and changes to existing accounts
• Ensure all customer and rate data complies with Sarbanes Oxley requirements and internal controls
• Provide high volume rate maintenance while meeting service level expectations
• Monitor workflow and escalate issues or delays to management when appropriate
• Identify and recommend process improvement opportunities
• Track personal productivity to ensure team service levels are consistently met

Key Requirements
• Three or more years of experience in customer service, accounting, finance, or financial operations
• Bachelor’s degree or equivalent professional experience strongly preferred
• Experience working with CRM and ERP systems such as Salesforce and SAP
• Exposure to TMS, WMS, AS400, or similar operational systems preferred
• Strong data entry, typing accuracy, and attention to detail
• Solid understanding of basic accounting concepts and mathematical accuracy
• Advanced proficiency with Microsoft Outlook, Excel, Word, and PowerPoint
• Strong organizational skills with the ability to manage multiple priorities
• Professional written and verbal communication skills in a matrixed environment

Why Work With The Intersect Group
We connect top talent with meaningful opportunities while providing dedicated recruiting support and clear communication throughout the process. Our focus is on long term career alignment, not just placement.

Call to Action
If you are interested in this opportunity and meet the qualifications above, apply today with your resume and contact information to be considered promptly.

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About the Company

T

The Intersect Group

The Intersect Group is a different and better business partner. We create unparalleled value for our clients by combining industry-leading Consulting capabilities with comprehensive Staffing and recruitment services. Clients trust us to deliver results based on our deep expertise and proven resources within finance, accounting, and information technology. Through our flexible delivery approach, you get the right solution, at the right time to accelerate your success and achieve all of your mission-critical objectives.

COMPANY SIZE
500 to 999 employees
INDUSTRY
Staffing/Employment Agencies
FOUNDED
2006

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