Customer Account Specialist

The Customer Account Specialist is responsible for ensuring the accuracy and integrity of customer account data, investigating and resolving account discrepancies, and supporting collections efforts for outstanding balances. This role will proactively assess customer site activity, verify billing accuracy, and update account information across multiple systems. As a key liaison between finance, operations, and customer experience teams, the specialist will play a critical role in revenue assurance and account reconciliation.

Applicants must be willing to submit to a drug screening and criminal background check. EOE/M/F/V/D

Location: Bethesda, MD
• Travel: This role does not require travel.
• Salary Range: $20 - $26/hour

Customer Payment Coordination & Account Follow-Up

• Contact customers regarding past due balances and coordinate resolution.
• Work closely with the finance/accounting department to support collections efforts and escalate unresponsive accounts appropriately.
• Identify and resolve payment disputes, discrepancies, and misapplied payments.

Customer Account Investigation & Auditing

• Review customer billing records and system activity logs to assess the status of active/inactive accounts.
• Investigate sites where services may still be billed but are no longer active, reaching out to customers for verification.
• Recommend account adjustments and terminations where necessary to prevent revenue loss.

Data Integrity & System Updates

• Maintain and update customer account information across all internal systems and databases.
• Ensure accurate documentation of customer contact details, billing addresses, and account ownership.
• Support administrative tasks that enhance customer account accuracy and billing transparency.

Cross-Functional Collaboration & Reporting

• Partner with finance, sales, and customer service teams to reconile account discrepancies.
• Generate reports on outstanding balances, inactive accounts, and customer payment trends.
• Provide recommendations on process improvements to enhance collections and account management efficiency.

• Strong organizational and administrative skills are essential.
• Experience in collections, accounts receivable, billing, or customer account management a plus.
• Excellent attention to detail and ability to manage multiple priorities effectively.
• Strong investigative and problem-solving skills with an ability to analyze data and identify trends.
• Excellent communication and customer service skills for professional outreach to clients.
• Proficiency in Microsoft Office Suite (Excel, Outlook, Word) and CRM/ERP systems.

Interpersonal Skills

• Excellent written and verbal communication skills for effective collaboration across teams.
• Ability to work independently and proactively to address challenges.