Account Services Representative
Core
Provide administrative and operational support to Customer Success Managers and clients, managing high-volume case queues, processing account updates, and resolving billing enquiries.
Role type
Account Services Representative (Client Operations)
Builds
Client account records, billing resolutions, and operational workflows for health and well-being services.
Domain
Health & Well-being / Client Services
Deliverable
dashboards & analysis
Required skills
Salesforce, case management, billing processes, data integrity, Microsoft Office, stakeholder collaboration, time management
Preferred skills
Healthcare domain knowledge, employee benefits experience, EAP services background
Responsibilities
Manage and prioritise a high-volume case queue in Salesforce; Process client account updates including service amendments and billing changes; Investigate billing discrepancies and collaborate with internal teams; Maintain accurate client records across Salesforce and other internal platforms; Contribute to special projects and continuous improvement initiatives.
Seniority
Mid-level, hands-on IC