Customer Account Representative
Process Lease Service Contracts for Hospitals and sales order for Dialysis Clinics nationwide. Ensures all order are processed within 12 business hours of receipt with all necessary documentation. Enter Lease or Contract information into database, forwarding contractual information to internal and external customers within 24 hours of final execution. Reviews orders daily for invoice status, coordinating with Purchasing and local warehouse to confirm shipments and freight charges. Verifying equipment has shipped and is billable. Performs customer credit checks according to procedures including filing of UCCs and preparing documents for the Credit Committee as necessary. Work closely with Project Management from the beginning of all Dialysis Clinic installations to the final invoicing of Project. Assist in the coordination of Field installation after equipment has been delivered onsite.
- Responsive and attentive to each project and installation job through final stage of completion.
- Research and resolve shipping discrepancies.
- Workes with the Returns Department to credit and replace missing or damaged equipment.