Client Engagement Specialist

Otis

Fort Lauderdale, Florida, United States
Not specified; not specified; not specified
Fully remote
Bachelor's degree in finance or accounting
Experience with billing and invoicing processes
Proven ability to manage invoice disputes
This role serves as the key liaison between internal teams and customers to ensure end-to-end billing accuracy and financial relationship management

Job Summary

  • This role serves as the key liaison between internal teams and customers to ensure end-to-end billing accuracy and financial relationship management.
  • The position involves managing full ownership of account onboarding, dispute resolution, and invoice audits while maintaining strict compliance with company policies.
  • Otis offers intensive training in technology and processes, along with opportunities to exchange ideas with experienced colleagues and access to an Employee Scholar Program.

Matching Summary

This role serves as the key liaison between internal teams and customers to ensure end-to-end billing accuracy and financial relationship management.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Bachelor's Degree in Finance or Accounting
  • Experience with billing and invoicing processes
  • Proven ability to manage invoice disputes
  • Strong organizational skills and attention to detail

Nice-to-have

  • Excellent communication skills for customer meetings
  • Experience with customer portal billing systems
  • Ability to interpret hourly billing rate variations
  • Interest in process improvement and trend identification

Key Requirements

  • Bachelor's Degree preferred in Finance, Accounting, Business, or Sales
  • Prior experience in billing, invoicing, or financial operations
  • Proficiency in interpreting contract billing rates including overtime

Work Rights

Not specified

Tailored Resume

Cover Letter