Account Services Representative

Infinit-O is the trusted, customer-centric, and sustainable leader in Business Process Optimization. We empower finance and healthcare organizations to thrive in a digital-first world by combining specialized industry expertise and innovative technology for 20 years. We navigate complex industry landscapes to drive transformative outcomes, helping businesses streamline operations, enhance customer experience, and achieve sustainable growth backed by a world-class Net Promoter Score of 75. Our approach combines operational efficiency with a human-centered ethos, ensuring sustainable value creation for our clients and team members. As a Certified B Corporation, Infinit-O is committed to the highest standards of social and environmental performance, accountability, and transparency. We embed these values into every aspect of our operations—aligning business success with a positive impact on our clients, people, and communities. Our commitment to Diversity, Equity, and Inclusion (DEI) is integral to our mission. We believe that building inclusive, equitable teams is not only the right thing to do—it is also essential for driving innovation and better business outcomes. We actively promote equal opportunity through inclusive hiring practices, continuous learning programs, and regular equity assessments to ensure a fair and empowering workplace for all.

Key Responsibilities

Ability to respond to incoming requests related to account balances and invoices, cancellation of software and services, and account ownership. Resolve basic billing discrepancies and Explain financial statements, billing requirements, and contractual obligations clearly and accurately. Maintain good customer relations and work effectively with clients to accomplish their practice goals.

Identify and document needs, problems, and solutions for your clients. Collaborate with other team members, and cross-teams to proactively reach out to at-risk clients to solve concerns before they develop into problems. Independently manage research and employ problem solving techniques to find solutions to client needs.

Manage an efficient and productive phone and email flow (inbound and outbound).

Requirements

Exp- 1-2 years Must-haves Understanding of accounting principles and excellent math skills. Excellent "people skills" — the ability to engage others, explain difficult concepts, negotiate, and keep engagement and confidence levels high. Superb communication skills in all forms, bilingual English/Spanish a plus. Ability to maintain control over conversations and speak with clarity and confidence.

Ability to identify and assess customers’ needs to achieve a high level of customer satisfaction. Comfort with basic computer applications, browser, email, etc. Experience with Microsoft Office products and tools. Ability to adapt to change while maintaining priorities. Nice-to-haves Previous experience in an accounting or account inquiry role Experience with Salesforce CRM Experience with Zuora software