New Account Setup Specialists are responsible for providing a high-quality onboarding experience for our clients. They are the primary Conservice contact during setup. They also communicate with the Account Manager, multiple NAS teams, and other departments to compile/verify data. Their main data analysis and input tasks center around the following: Utilities, methods, fees, property lease, utility bills, and state regulations. The Setup Specialist is responsible for providing an accurate and timely setup product in order for resident bills to mail on time.
Responsibilities
- Manage a new portfolio of setups each month
- Initiate contact with the client to request setup info and send follow ups every 48 hours
- Resolve or escalate any client issues and be their main point of contact during setup
- Coordinate with other departments to ensure efficient communication and avoid billing delays
- Track setup progress in Launch and report any delays or issues to leadership
- Participate in internal/external calls for specific properties/mgmt firms
- Compare Conservice agreement to the resident lease and prior billing (if applicable)
- Review utility provider invoices and confirm billable expenses
- Perform a surface-level review of other internal inputs (units, tenants, reads, prior billing, etc)
- Ensure contracted utilities, methods, and fees are in compliance with state regulations
- Identify/Implement workarounds in place of pending information
- Complete additional data entry tasks to allow for resident billing
- Perform final quality check to ensure overall setup cohesion and accuracy
- Continue communication with the Billing team to quickly identify/resolve setup issues
Qualifications
- Billing or setup experience
- Manages time and prioritizes tasks efficiently
- Strong comprehension/problem-solving skills
- Understanding of company purpose, goals, and objectives
- Strong communication skills and ability to foster relationships
- Excellent team skills
- Self-motivated and accountable
Top Skills
What We Do
Conservice is the largest utility management and billing company in the United States, offering a suite of solutions developed on an industry friendly platform. These solutions include the installation of utility sub-meters, billing each resident for their individual utility usage and other monthly charges, and a utility management program that handles a client’s utility invoice process from payment of the invoices, to rate analysis and procurement. Conservice focuses on meeting the specific needs of their clients by offering fully integrated solutions that greatly reduce operating costs and promote conservation, while maintaining an unmatched level of customer service to both the customer and resident.
