Revenue Services Specialist - De Pere, WI

P

POSITION SUMMARY

 The Revenue Services Specialist will interact with internal and external customers in relation to sales and rating. Participate in onboarding of new customers and being a liaison between operations and sales.

ESSENTIAL FUNCTIONS

• Maintain relationships with customers
• Daily reports for sales and companywide reporting
• Keep records of customer interactions and transactions, recording details of inquiries, complaints, and comments, as well as actions taken.
• Collecting accessorial charges by performing activities such as requesting money and adjusting bills.
• Ensuring charges are uploaded to customer websites and correct documentation is attached.
• Refer unresolved customer charges to designated departments for further investigation.

• Resolve customers' service or collecting accessorial charges by performing activities such as requesting money and adjusting bills.  

• Upload rates and maintain customer tariffs and files   

• Prepare onboarding documents and processes for operational and back-office departments
• Other duties as assigned.

Reasonable Accommodations Statement

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable Accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

Qualifications

SKILLS & ABILITIES

Education:

• High School Diploma or equivalent; required

Experience:

• 1+ year of experience in data entry.
• Transportation and logistics experience; a plus
• AS400 experience; a plus

Computer Skills:

• Knowledge of Microsoft Office Suite and Windows.
• Ability to learn and use proprietary software.

Essential Skills:

• Strong customer service and communication skills.
• Advanced Excel (knowledge of HLOOKUP, VLOOKUP, Pivot Tables).
• Advanced PowerPoint.
• Knowledge of Transportation Industry.
• Organizational skills; attention to detail, multi-tasking, proofreading skills.
• Willingness to work in team environment.
• Problem solving and research.

PHYSICAL DEMANDS

N (Not Applicable)

Activity is not applicable to this position.

O (Occasionally)

Position requires this activity up to 33% of the time (0 - 2.5+ hrs./day)

F (Frequently)

Position requires this activity from 33% - 66% of the time (2.5 - 5.5+ hrs./day)

C (Constantly)

Position requires this activity more than 66% of the time (5.5+ hrs./day)

Physical Demands

Lift/Carry

Push/Pull

Stand

F

10 lbs. or less

F

12 lbs. or less

F

Walk

F

11-20 lbs.

O

13-25 lbs.

O

Sit

C

21-50 lbs.

O

26-40 lbs.

O

Manually Manipulate

C

51-100 lbs.

N

41-100 lbs.

N

Reach Outward

F

Over 100 lbs.

N

Reach Above Shoulder

F

Climb

N

Crawl

N

Squat or Kneel

O

Bend

O

                 

Other Physical Requirements

• Vision (Near, Distance, Color, Peripheral, Depth)
• Sense of Sound - normal

WORK ENVIRONMENT

An office environment in a controlled atmosphere building

WEL Companies has reviewed this job description to ensure that essential functions and basic duties have been included. It is intended to provide guidelines for job expectations and the employee's ability to perform the position described. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills, and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate. This document does not represent a contract of employment, and the company reserves the right to change this job description and/or assign tasks for the employee to perform, as the company may deem appropriate.

WEL Companies provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.