Position Summary
The Client Services Invoice & Data Coordinator collects waste and recycling invoices from vendors, haulers, customer portals, and shared mailboxes, ensuring all documents and records are uploaded accurately and promptly into the company's software platform. This role is essential to maintaining complete account records, supporting seamless invoice processing, and providing operational teams with accurate data for reporting and client account management.
Schedule: Full Time, 9:00 AM to 5:30 PM North Palm Beach, FL Eastern Time
Key Responsibilities
- Request, retrieve, and organize service-provider invoices across assigned accounts from vendor portals, shared mailboxes, and customer records.
- Upload invoices and supporting documentation into the internal customer management platform using precise criteria.
- Review all documents for legibility, completeness, duplicate entries, missing pages, and billing discrepancies.
- Systematically track missing invoices and follow up consistently with vendors and haulers until all required documentation is secured.
- Maintain accurate processing logs, status notes, and exception queues to keep work transparent and easily reassignable.
- Identify and escalate missing documents, portal access issues, duplicate billing, or unusual charges to the appropriate Client Services team members.
- Protect confidential customer, vendor, and billing information in accordance with data-security procedures.
- Consistently meet daily and weekly output, accuracy, and timeliness targets.
- Assist with invoice research, data cleanup, and reconciliation initiatives as assigned.
Required Qualifications
- Maintain high attention to detail with a proven track record of accurately processing high-volume, document-heavy tasks.
- Comfortably navigate web-based software, shared drives, PDF management tools, spreadsheets, and online vendor portals.
- Structure and organize high volumes of digital files while diligently tracking open and pending items through to completion.
- Demonstrate clear written communication, dependable attendance, consistent follow-through, and the ability to execute workflows independently.
- Exercise professionalism and discretion when handling sensitive financial and account data.
- Hold a high school diploma or equivalent qualification.
Preferred Qualifications
- Prior experience in invoice processing, accounts payable, high-volume data entry, document control, or client services support.
- Exposure to waste/recycling invoices, utility bills, multi-location commercial accounts, or vendor portals.
- Basic working knowledge of Microsoft Excel or Google Sheets, including formulas, sorting, and file organization.
Independent Contractor Perks
- Permanent work from home
- Immediate hiring
- Health Insurance Coverage for eligible locations
