Strategic Accounts Specialist

Responsibilities

• Process and track accurate, timely invoicing across multiple sales verticals
• Monitor open invoices and payment schedules, leading professional follow-ups on delinquent accounts
• Partner with Sales Managers to resolve invoice discrepancies and validate commission accuracy
• Audit insurance documentation and manage proactive renewal tracking
• Maintain comprehensive invoice logs, payment dashboards, and commission records
• Facilitate the new client onboarding process by collecting documentation and setting up account data
• Provide high-level administrative support to multiple sales managers
• Maintain organized and compliant digital filing systems
• Flag inconsistencies in financial or account data and lead the resolution process
• Act as the primary administrative point of contact for clients regarding invoicing and onboarding

Requirements

• High School Diploma or equivalent
• 2+ years of experience in administrative support, operations, billing, or finance support
• Experience in invoicing, collections, insurance verification, or compliance
• Experience supporting sales teams, sales operations, or revenue operations
• Familiarity with CRMs like HubSpot or Salesforce
• Proficiency with invoice systems such as QuickBooks or NetSuite
• Strong Excel and Google Sheets skills
• Ability to manage high-volume details and multitask across multiple managers

Benefits

• Competitive compensation
• Full medical, dental, and vision coverage
• Generous PTO and paid holidays
• 401(k) with company match
• Gym membership stipend and wellness programs
• Company events and food truck nights
• 16 hours of paid volunteer time per year
• Career advancement and professional development opportunities

About the Company

EquipmentShare is a people-first company powered by cutting-edge technology, on a mission to transform the construction industry through innovative technology and real-time support.