Description

The Account Setup Specialist is responsible for accurately setting up and maintaining client accounts within our software. This role involves uploading CSV files provided by clients, configuring account settings, and ensuring data is properly integrated. While the position is primarily technical and computer-based, it does require occasional communication with clients and vendors to clarify account setup details or resolve integration questions.

This is not a customer service or sales role—it is a detail-oriented position requiring strong organizational skills, the ability to manage multiple systems, and a focus on accuracy. The ideal candidate is reliable, looking for a long-term home and career, and comfortable working independently on data-related tasks while troubleshooting setup issues as needed. This is a full-time, in-office role that requires sitting at a desk for an 8-hour workday.

• Account Setup:
  • Create and set up new client accounts with precision.
  • Coordinate with vendors and clients to ensure proper setup of inventory and DMS data feeds.
  • Adjust account settings and modify/import client data into the TECOBI system.
• Troubleshooting & Support:
  • Respond to client inquiries via email, chat, and phone calls.
  • Work with the team and clients to resolve issues as needed.
• Internal Coordination & Communication:
  • Maintain work tracking systems like Asana and Nutshell.
  • Regularly attend meetings and training sessions.
  • Input special rules (e.g., holiday hours) for clients as needed.
  • Communicate effectively with both internal teams and clients.
• Additional Tasks:
  • Assist with any other assigned tasks to ensure seamless client experience.

• Health, Dental & Vision Insurance – Comprehensive coverage to keep you healthy.

• Paid Vacation – Work hard, play hard — we believe in both.

• Sick Leave – Take care of yourself when you need it.

• Your Birthday Off – Paid! – Celebrate your day on us.

• 2 Floating Holidays Every Year – Your time, your choice.

• 401k Match – We help you invest in your future.

• Unlimited Earning Potential – Hustle and your paycheck grows.

• Career Growth Opportunities – Start here, go as far as you want.

• Fun, Fast-Paced Culture – Work with motivated people who love to win.