Job Description

Schedule/Daily: M-F (Hybrid = 3 days in office)

The Customer Compliance Analyst is responsible for processing incoming requests related to new account setups and changes of ownership for new members. This role ensures that accurate documentation and resale validations are completed before account entries are made in the system. The role also includes recurring validation and reporting tasks to maintain account accuracy and integrity.

Applicants must be currently authorized to work in the United States on a full-time basis. We are unable to sponsor or take over sponsorship of an employment visa at this time

KEY RESPONSIBILITIES

Account Processing

· Review incoming emails to determine if the customer information provided is for a new account setup or a change of ownership of an existing account within the SAP S/4 system.

· This review will consist of searching within the SAP S/4 system using the Address, Name and or Resale Tax#, etc. to locate any match of customers.

· Verify the Resale Tax # from the member contract packet with the respective State database to confirm validity.

· Send documentation to the Office Administrator for processing once determined.

· Add the account information to the New Account tracker.

· Any Ad Hoc projects as needed.

Reporting

· Review monthly & quarterly reports for any new members that were not previously sent via email.

· Customers that are not aligned properly in the system, will need to be processed accordingly.

· Download member contract packet via member portal.

· Verify the Resale Tax # from the member contract packet with the respective State database to confirm validity.

· Send documentation to the Office Administrator for processing once determined.

· Add the account information to the New Account tracker.

· Any Ad Hoc projects as needed.

MINIMUM EXPERIENCE AND QUALIFICATIONS

· Strong knowledge of Excel to include V & X Lookups, pivot tables, formulas.

· Accurate data entry skills.

· Two years prior customer service experience preferred.

· Excellent written and verbal communication.

· Demonstrates attention to detail, ensuring thorough follow-through. Exhibits strong ability to accurately review and extract data from a variety of reports.

· Initiative and ability to work independently (self-direction), while thriving in a setting requiring collaboration and teamwork for maximum efficiency.

· Ability to easily conform to shifting priorities, demands and timelines through analytical and problem-solving capabilities.

· Ability to read communication styles of team members and external partners who come from broad spectrum of disciplines.

· Strong ability to intuitively anticipate problems, and proactively drive remediation strategies.

· Ability to elicit cooperation from a wide variety of sources, including management, clients, and peers from other departments.

PREFERRED EXPERIENCE AND QUALIFICATIONS

· Proficiency in MSOffice (Outlook, Excel, Teams) and other office applications.

· Strong knowledge of Excel V & X Lookups, pivot tables, formulas is a must.

· Prior use of SAP / S4 Software a plus, but not required.

This is a contract position with the potential to get extended or go full time.

Please reply back with an updated resume if you or someone else you know is interested. Thank you!

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