We are looking for a data-driven, highly organized Account Servicing Specialist to join our dynamic, hyper-growth team. In this role, you will be the backbone of our daily operations, ensuring exceptional accuracy in data entry, account analysis, and administrative workflows. Your critical goals will be to independently solve problems, eliminate data defects, and maintain a near-flawless processing rate to support both internal and external clients.
What You'll Do:
Own Data Integrity: Log critical information, identify data defects within source documents, and triage discrepancies swiftly to ensure everything matches up perfectly.
Manage Workflows & Triage: Navigate multiple internal and external systems simultaneously to resolve inventory balances, track down missing transactions, and fix file processing exceptions.
Drive Compliance & Accuracy: Execute precise payment processing while maintaining an error rate below 1%, and run internal audit procedures as directed by leadership.
Support Client Success: Serve as a reliable point of contact by handling department correspondence, processing client reports, and delivering timely, compliant responses to internal and external requests.
Handle Sensitive Information: Safely and professionally manage materials containing highly sensitive and confidential data in accordance with our strict policies and procedures.
Who You Are:
An Experienced Professional: You have at least 1 year of experience in a multi-faceted work environment. Background in back-office operations, accounts receivable, or the reconciliation processes (in banking, accounting, healthcare, or back office) is highly preferred.
An Excel & Tech Whiz: You possess strong Excel skills and are highly proficient with Google applications. Experience with broader data analysis and reporting is a major plus.
Systematic & Detail-Oriented: You are extremely organized and accurate by nature, with the ability to prioritize multiple deliverables and meet tight deadlines.
A Strong Communicator & Teammate: You are a business-minded professional who thrives in a team environment and can communicate effectively, both verbally and in writing.
Reliable & Present: You have strong interpersonal skills and understand that regular, timely onsite attendance is essential to making this collaborative role a success. (Note: A Bachelor's degree is preferred for this position, but not required).
Skills Required
- At least 1 year of experience in a multi-faceted work environment
- Background in back-office operations, accounts receivable, or reconciliation processes
- Strong Excel skills and proficiency with Google applications
- Experience with broader data analysis and reporting
- Ability to communicate effectively, both verbally and in writing
What the Team is Saying
TrueML Compensation & Benefits Highlights
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Healthcare Strength — Medical, dental, and vision coverage are offered with multiple plan options, including HSA‑eligible choices, alongside FSAs and employer‑paid life, AD&D, and short/long‑term disability. Wellbeing resources such as a 24/7 EAP and a wellness coaching app further bolster the health package.
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Leave & Time Off Breadth — Paid time off is described as generous or unlimited with paid holidays and volunteer days, and a remote‑friendly setup supports flexibility in taking time away. Paid parental leave for birth or adoption is also included.
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Wellbeing & Lifestyle Benefits — Perks include a home‑office stipend, retailer discounts via PerkSpot, travel assistance, and recognition rewards, complementing core benefits. These additions support day‑to‑day convenience and remote productivity.
TrueML Insights
What We Do
TrueML makes financial technology that prioritizes customer experience and revolutionizes the experience of consumers seeking financial health. We’re a team of inspired data scientists, financial services industry experts, and customer experience fanatics creating experiences that serve people in a way that recognizes their unique needs and preferences as human beings and endeavoring to ensure nobody gets locked out of the financial system. After more than 10 years in business, TrueML is excited to be expanding its footprint internationally. We are a growing, geographically diverse team with employees in 30 U.S. states and 7 different countries, with our key talent hub in LATAM. If you’re looking for an opportunity to do impactful work, join TrueML and make a difference alongside hundreds of other inspired individuals.
Why Work With Us
Our functional teams are a diverse mix of employees from different backgrounds and geographies, with each individual bringing unique perspectives and experiences that encourage increased innovation in our products and services. Join TrueML and make a difference alongside hundreds of other inspired individuals doing impactful work.
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TrueML Offices
Remote Workspace
Employees work remotely.
TrueML is excited to be a remote-first company with team members across the US, Canada, and several countries in LATAM (Mexico, Argentina, Dominican Republic, and Costa Rica). Our teams frequently digitally collaborate & socialize across borders.
