OTR Solutions
OTR provides financial, fuel, and business management solutions for the transportation industry.
Hybrid
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Jobs//Hybrid//Phoenix – Mesa – Scottsdale, AZ//Sales//

Account Specialist

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OTR Solutions is an innovator in the transportation industry providing a suite of factoring, fuel, and business management focused solutions. We help new and established companies get fast access to the funds they need for daily operations. As a Private Equity backed FinTech company, we are looking to grow our best-in-class financial organization. 

OTR has been recognized as a “Top Workplace” by the Atlanta Journal-Constitution since 2016!

As an Account Coordinator, you will be responsible for growing and sustaining our business primarily through handling the operational aspects of client payables. Day-to-day activities will revolve around processing invoices for client payment, managing client needs with exceptional customer service, and working closely with a team to complete daily task. This position will require a positive and coachable attitude to be successful.

Responsibilities:

  • Be a knowledgeable resource for client questions regarding their account, billing inquires, and general factoring information 
  • Assist team with auditing client invoices in a timely and efficient manner.
  • Using independent judgement and discretion, assist the team in trouble shooting client issues with paperwork.
  • Responsible for fielding client calls and deescalate client issues through the highest levels of customer service.
  • Proactively help clients with strong communication and problem solving to ensure timely payments.
  • Assess and aide clients on invoice issues that need additional paperwork or clarification 
  • Communicate within the team about operations activities in order to meet daily deadlines  
  • Maintain financial security by following internal controls 

What we look for: 

  • Bachelor’s degree in Business or related field 
  • Focus on Client experience   
  • Proficiency in MS Excel and related computer knowledge
  • Exceptional communication, organizational, and problem-solving skills
  • Coachability to learn a dynamic growing industry 
  • Team player with multi-tasking and prioritizing abilities 

Perks and Benefits:   

   OTR provides a competitive, comprehensive compensation package for our full-time employees:     

  • Eligibility for Individual and Company bonus programs  
  • Medical, Dental, Vision, Life/ AD&D Insurance, Short-Term Disability  
  • Pet Insurance, Paid Family Leave, Employee Assistance Program  
  • Fully Paid Maternity Leave  
  • 401(k) with Company Matching  
  • Generous PTO, Sick/Mental Health Days, Flex Holidays + Company Paid Holidays
  • Travel Stipend to support Work Life Balance
  • Leadership Development and Training
  • Continuous Learning + Professional enhancements
  • Weekly Catered Lunches + Casual Dress Code 
  • Company Paid Fitness Membership  
  • Volunteer Days and Opportunities with Company-Partnered Charities  
  • Internal Inclusion programs   

OTR’s mission is to create exceptional value for our clients by providing industry leading financing and back-office solutions. Three pillars that are crucial to supporting that mission are outstanding customer service, technology that creates efficiency for ourselves and our customers, and a culture that provides the opportunity for employees to achieve greatness.

OTR Solutions is an Equal Opportunity Employer

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Caitlin Haase
Underwriting Manager
EMPOWERMENT UNLOCKS IMPACT
Collaboration is key
Caitlin has been with OTR for almost 9 years. She helps oversee the due diligence and risk management checks to ensure that when a client is onboarded with OTR, the funding process is as seamless and easy as possible.

Her favorite part of the job? Daily team collaboration. "I may be biased, but our team operates like a well-oiled machine. One of Underwriting’s main tasks is helping trucking companies transition from their current or previous factoring company over to OTR. Recently, we had a client leave OTR and come back in less than two weeks! They realized their new factor could not provide the service they had here."
Caitlin has been with OTR for almost 9 years. She helps oversee the due diligence and risk management checks to ensure that when a client is onboarded with OTR, the funding process is as seamless and easy as possible.

Her favorite part of the job? Daily team collaboration. "I may be biased, but our team operates like a well-oiled machine. One of Underwriting’s main tasks is helping trucking companies transition from their current or previous factoring company over to OTR. Recently, we had a client leave OTR and come back in less than two weeks! They realized their new factor could not provide the service they had here."
Giving people the opportunity to take ownership of something keeps them engaged and invested in the goals of the company.
Ryan Goodrich
Director of Application Development
SPACE FOR INNOVATION
Modernizing a critical industry
For Ryan Goodrich, the greatest aspect of his job isn’t simply having the chance to use cloud-native technologies. The way in which employees are empowered to leverage these tools is what’s most exciting. “We challenge our technologists to determine the right tool to use to solve a problem, and we give them space to develop the best possible solutions,” Goodrich said. In his mind, all of this modern innovation is made possible by the company’s position in its field. “No other player in freight has the omnichannel access to information that we do,” Goodrich said.
For Ryan Goodrich, the greatest aspect of his job isn’t simply having the chance to use cloud-native technologies. The way in which employees are empowered to leverage these tools is what’s most exciting. “We challenge our technologists to determine the right tool to use to solve a problem, and we give them space to develop the best possible solutions,” Goodrich said. In his mind, all of this modern innovation is made possible by the company’s position in its field. “No other player in freight has the omnichannel access to information that we do,” Goodrich said.
We’re uniquely positioned to help transform an industry that’s traditionally paper-based into one that works with modern technology.
Cody Laluyan
Sales Executive Team Lead
A SENSE OF COMMUNITY
Coming together to grow and have fun
Cody Laluyan doesn’t feel like he’s just a number at OTR Solutions. “I feel a sense of community here, and everybody knows who I am,” he said. The company offers employees plenty of ways to shape the workplace, including through internal committees such as Diversity in Logistics. Yet for Laluyan, the company’s greatest cultural initiative is Tournament of Champions, which enables team members to spend a day participating in field games, such as giant Jenga. He said the annual event has been a hit since it first took place two years ago, bringing together employees from across the company.
Cody Laluyan doesn’t feel like he’s just a number at OTR Solutions. “I feel a sense of community here, and everybody knows who I am,” he said. The company offers employees plenty of ways to shape the workplace, including through internal committees such as Diversity in Logistics. Yet for Laluyan, the company’s greatest cultural initiative is Tournament of Champions, which enables team members to spend a day participating in field games, such as giant Jenga. He said the annual event has been a hit since it first took place two years ago, bringing together employees from across the company.
There’s always a place for someone at OTR, no matter where you come from.

What are OTR Solutions Perks + Benefits

OTR Solutions Benefits Overview

OTR provides a competitive, comprehensive compensation package for our full-time employees:   

Eligibility for Individual and Company bonus programs 
Medical, Dental, Vision, Life/ AD&D Insurance, Short-Term Disability 
Pet Insurance, Paid Family Leave, Employee Assistance Program 
Fully Paid Maternity Leave 
401(k) with Company Matching 
Generous PTO, Sick/Mental Health Days, Flex Holidays + Company Paid Holidays
Travel Stipend to support Work Life Balance
Leadership Development and Training
Continuous Learning + Professional enhancements
Weekly Catered Lunches + Casual Dress Code
Company Paid Fitness Membership 
Volunteer Days and Opportunities with Company-Partnered Charities 
Internal Inclusion programs 

Culture
Volunteer in local community
Partners with nonprofits
Open door policy
Open office floor plan
Flexible work schedule
Diversity
Mandated unconscious bias training
Diversity employee resource groups
Health Insurance + Wellness
Disability insurance
Dental insurance
Vision insurance
Health insurance
Life insurance
Pet insurance
Wellness programs
Mental health benefits
Financial & Retirement
401(K)
401(K) matching
Company equity
Performance bonus
Charitable contribution matching
Child Care & Parental Leave
Generous parental leave
Family medical leave
Company sponsored family events
Vacation + Time Off
Generous PTO
Paid volunteer time
Paid holidays
Paid sick days
Office Perks
Company-sponsored outings
Some meals provided
Company-sponsored happy hours
Onsite office parking
Recreational clubs
Fitness stipend
Professional Development
Job training & conferences
Lunch and learns
Promote from within
Mentorship program
Online course subscriptions available
View full list of perks + benefits
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