Client Relations Specialist
General AccountsCleveland, Ohio
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Overview
Schedule
Full-time
Career level
Senior-level
Remote
On-site
Benefits
Health Insurance
Dental Insurance
Vision Insurance
Job Description
Responsive recruiter
Benefits:
- 401(k) matching
- Dental insurance
- Employee discounts
- Health insurance
- Paid time off
- Training & development
- Vision insurance
Position Overview
We’re seeking a positive and motivated individual who embodies our Core Values of Consistency, Adaptability, Reliability, and Teamwork (CART) to join our team as a Client Relations Specialist. The CRS plays a key role in ensuring rental contracts are completed accurately and efficiently. Working independently from Sales and Operations, the CRS oversees post-event reconciliation, including verifying returns, reviewing damage claims, applying Rental Assurance (RA) rules, and finalizing invoices. This role ensures proper process adherence, protects inventory, and supports defensible billing outcomes.
Key Responsibilities
- Contract Reconciliation & Invoicing
- Daily Verification: Review delivery and return documentation for accuracy.
- Damage Claims: Assess claims with supporting evidence to ensure fair resolution.
- Consistent Billing: Apply RA and standard billing procedures according to company policy.
- Timely Resolution: Complete final counts and invoices promptly, while addressing discrepancies within defined timelines.
- System & Data Accuracy
- Maintain accurate invoices, credits, and adjustments in Sage 100 (or similar systems).
- Keep organized, audit-ready digital and physical records of all reconciliations and client communications.
- Collaboration & Support
- Coordinate with the warehouse team to verify final counts.
- Support Accounting with accurate statements and collection efforts.
- Serve as the neutral point of contact for post-event billing, ensuring objectivity in all client interactions.
Qualifications
- Skills & Experience
- Proficiency in Sage 100 or equivalent ERP system preferred.
- 2+ years in Equipment Rental, Logistics, or Supply Chain operations.
- Demonstrated attention to detail and commitment to accurate record-keeping.
- Core Competencies
- Strong analytical and problem-solving skills.
- Ability to apply complex billing rules accurately.
- Effective time management to handle multiple contracts within strict deadlines.
- Education & Requirements
- High School Diploma or equivalent required; Associate or Bachelor’s degree in Business, Accounting, or related field preferred.
- Successful completion of background check and drug screening.
- Completion of a 5-minute Predictive Index (PI) Behavioral Assessment.
Success Metrics
- Timely completion of final counts and invoices.
- Invoice error rate maintained below 3%.
- Resolution of missing/damage disputes within 7 days.
- Compliance with internal timelines and procedures.
Work Environment & Physical Requirements
- Onsite in Cleveland, OH, with occasional travel to other locations.
- Primarily office-based, with regular presence on the warehouse dock for verification and inspection.
- Ability to walk the dock and inspect equipment as needed.
Benefits & Perks
- Health, dental, vision, and 401(k) eligibility after 60 days.
- 96 hours PTO annually (prorated based on hire date).
- Employee rental discounts and referral program.
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
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FAQs About Client Relations Specialist Jobs at General Accounts
What is the work location for this position at General Accounts?
This job at General Accounts is located in Cleveland, Ohio, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at General Accounts?
Employer has not shared pay details for this role.
What employment applies to this position at General Accounts?
General Accounts lists this role as a Full-time position.
What experience level is required for this role at General Accounts?
General Accounts is looking for a candidate with "Senior-level" experience level.
What benefits are offered by General Accounts for this role?
General Accounts offers following benefits: Health Insurance, Dental Insurance, Vision Insurance, Paid Vacation, and 401k Matching/Retirement Savings for this position. Actual benefits may vary depending on the employer's policies and employment terms.
What is the process to apply for this position at General Accounts?
You can apply for this role at General Accounts either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.