Sales Support Specialist

At IDI, we deliver innovative identity intelligence solutions. Our proprietary technologies and advanced analytical capabilities empower organizations to operate with confidence, providing real-time identification and location of individuals, businesses, assets, and their interrelationships. With a focus on identity verification, risk mitigation, due diligence, fraud detection and prevention, regulatory compliance, and customer acquisition, our intelligent platform, CORE™ caters to organizations of all sizes, transforming data into intelligence for frictionless commerce, safety, and reduced fraud.

IDI is seeking a bright, highly motivated individual with an analytical mind for our Sales Support Team that can handle a variety of attention-to-detail tasks in a fast-paced high-volume environment. Our Sales Support/Billing Specialists support the entire Sales Team through CRM administration and management, lead qualification, reporting, billing, A/R, and drive automation projects to further streamline the department’s operational efficiency and improve the functions control environment.

• Serve as the front end, main point of contact for the Sales Team and liaison between the Sales Team and other internal departments
• Work directly with the Sales Team on a daily basis to fulfill their requests, which may include processing applications, assisting customers, processing contracts, etc.
• Manage the monthly invoicing and accounts receivable process, which may include manual data entry, reviewing and assessing late fees or credits due, manual billing adjustments and invoice distribution
• Work directly with customers on a daily basis, which may include processing customer payments via credit card or ACH, updating billing contact information, invoice explanations, and collection calls on past due balances
• Work collaboratively with the Operations Team, management, and other departments to ensure superior customer service
• Coordinate with Sales and Client Support Teams to ensure timely and accurate billing
• Assist with applying customer cash receipts and researching reconciliation items and unapplied cash on a regular basis
• Research internal and external questions regarding billing, invoicing, payments, and account balances as well as investigate and resolve customer invoice disputes
• Participate in billing set up and implementation for new accounts that require electronic and/or custom billing
• Maintain accurate, up-to-date, properly stored account/implementation notes and records pertaining to customer billing
• Perform weekly metric reporting, ad‑hoc reporting, and other special projects as needed
• Perform other related duties as assigned

• 2‑3 years of related work experience preferred
• Must have strong organization, communication, and multi‑tasking skills with an ability to prioritize tasks and work well in a fast‑paced environment
• Invoicing and receivables proficiency with computerized accounting systems
• Ability to handle a high volume of workload with extremely strong attention to detail
• MS Excel experience with ability to develop and analyze reports along with knowledge of V‑look‑up, queries, functions, and reports
• Experience with Quick Books Enterprise
• Experience with Salesforce preferred

IDI offers excellent benefits including opportunity for a 401K and generous company match, flexible PTO policy, medical, dental and vision coverage, commuter benefits, in‑office healthy snacks, team events and more.

IDI is proud to be an equal opportunity employer.

Location:

Boca Raton, FL