Role Overview
This position is responsible for processing and applying customer payments within CRM and cloud-based financial systems to ensure accurate invoice reconciliation and transaction integrity. You will maintain up-to-date records, respond to escalated customer queries, and participate in continuous skill development while supporting efficient cash flow operations and service level agreements.
Key Responsibilities
- Process customer payments using CRM and cloud-based cash application tools, ensuring accurate application to open invoices and proper system recording.
- Reconcile customer accounts in financial platforms by identifying discrepancies and initiating corrective actions to maintain data accuracy.
- Update customer account records and generate reports on cash application activities using data analytics tools to support audit and compliance requirements.
- Address cash application-related inquiries through LTC-Collections and Helpdesk platforms, providing clear and timely responses to customer concerns.
- Participate in project assignments related to cash application process improvements and respond to escalated requests from Tier 2 support analysts.
- Attend job-related training sessions to build foundational knowledge of supported applications and enhance technical problem-solving abilities.
Required Skills
- Basic understanding of cash application processes and CRM/cloud-based financial systems.
- Familiarity with LTC-Collections and Helpdesk functions and customer account reconciliation.
- Fundamental knowledge of data analytics tools for reporting and record maintenance.
- Customer-focused mindset with ability to address queries professionally and clearly.
- Basic proficiency in handling technical questions and troubleshooting within supported applications.
Additional Information
Optional but valuable: Certification in CRM (e.g., Salesforce Administrator) or entry-level certification in cloud financial platforms.
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