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Temporary - Client Billing Specialist

Company: Market Traders Institute, Inc.
Location: Orlando
Posted on: January 15, 2019

Job Description:

Temporary: Duration of 2 to 3 months. Must be familiar with Salesforce, and very detailed. About: Market Traders Institute Inc. (MTI) is an industry leader in trading technology and investor education for the past 20+ years; based in Orlando, Florida. We help investors make better, faster, and smarter trading decisions by using our proprietary strategies and trading technology. MTI has been recognized as an INC. 5000 (2015 & 2016) fastest growing employee-oriented culture companies in America and has received several awards for the being a Best Place to Work in Central Florida. Responsibilities:

  • Must be able to maintain and surpass Daily & Monthly Key Performance Indicators (KPI) as established by management
  • Adheres to Sales Admin Guidelines
  • Ability to update and report within MTis CRM system (SalesForce, InfusionSoft)
  • Manage personal calendar, to ensure time is managed efficiently
  • Perform tasks to ensure that sales queues, including reports remain within or below averages
  • Demonstrate a positive, professional and team attitude toward co-workers, internal and external customers, and management
  • Front desk Reception duties as assigned
  • Review client contract, compile purchases and terms details, and enter data into Salesforce
  • Locate client down payments and match to Salesforce records
  • Grant client access to online education products
  • Post subsequent client payments
  • Update client records for information changes, payments, refunds, chargebacks and other sales & accounting data
  • Manage client case queues, respond to internal & external requests, and close cases in SalesForce
  • Create and maintain sales and accounting related spreadsheets
  • Assist with special projects and other duties as assigned
  • Assist with Quality Improvement efforts

    Keywords: Market Traders Institute, Inc., Orlando , Temporary - Client Billing Specialist, Accounting, Auditing , Orlando, Florida

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