MAJOR ACCOUNTS SPECIALIST - Toyota Industries

MAJOR ACCOUNT SERVICES

Major Accounts Specialist





About the Job:



The Major Accounts Specialist is responsible for the monthly maintenance, proactive account management and problem solving for the largest and most complex customer accounts in Commercial Finance (CF) portfolio. Ensuring alignment of TFS billing and customer payment practices, accurate payment postings and timely resolution of discrepancies and disputes to minimize delinquency and strengthen customer relationships.



What You’ll Do:


* Maintain delinquency at or below the scorecard objective for Major Accounts; Ensure the financial status of the customer accounts remain current. If variances occur, actively follow-up with the customer and other departments through resolution
* Maintain true aging of all items (such as Excess wear and tear, Property tax, credits on accounts and clarification items) at or below scorecard objective.
* Work with the assigned Account Analyst to perform monthly reconciliations to identify any variances between billing and payments. Follow with the customer to collect past due amounts or issue refunds when applicable
* Deliver a high level of customer care by providing informed account status updates through regular customer communication
* Create and distribute system reconciled manual invoices for applicable customers
* Lead customer facing and stakeholder conference calls to facilitate communication and develop strategies and solutions for management of complex accounts typically involving high unit volume and multiple locations
* Identify and implement billing changes to better align with the customer’s invoicing requirements and payment practices
* Monitor and review portfolio changes, including billing setup for new units, pending maturities, recent terminations and lease transfers to ensure alignment to customer needs
* Prepare and submit financial change and master data requests, and liaison with other departments for processing of any adjustments. Review customer accounts to ensure requested changes are processed and the account status remains as expected
* Work with customers to identify opportunities to streamline the billing, customer remittance and payment application processes
* Manage the resolution of escalated matters by developing solutions consistent with company initiatives and objectives
* Interact with third party vendors to achieve business objectives (as applicable)
* Identify the root causes of billing and payment application variances or other customer account issues. Resolve issues by utilizing SAP reports and other available tools and resources
* Demonstrate support for all CF departments in every interactions
* Help resolve prioritized or escalated issues
* Take actions which build positive morale



Qualifications You’ll Need:

Must Have:


* Intermediate proficiency with Microsoft Excel is required; Advanced proficiency is preferred (i.e. pivot tables, lookups, data analysis)
* Intermediate proficiency with Microsoft Word, and PowerPoint is required; Intermediate proficiency with Microsoft Access is preferred
* SAP knowledge is preferred
* Related work experience in financial analysis, accounting (A/R and A/P) is required
* Minimum 2 years of Commercial Finance experience preferred
* Minimum of 2 years customer interaction experience preferred

Education


* BA/BS in business is preferred



Great to Have:


* Proven analytical, organizational, and problem solving skills
* Ability to develop collaborative relationships and act as a well-respected, trusted partner that others want to work with
* Strong written and verbal communication skills
* Ability to communicate relevant information to all levels of the organization
* Strong detail orientation
* Self-starter and ability to work independently
* Strong aptitude to learn



Job Competencies




* Customer First: Demonstrate a consistent passion to exceed internal and external customer expectations. Focus on creating an exceptional customer experience.
* One TICF: Foster a One TICF mindset. Operate with a broad view of the organization, understanding how your role impacts others within the organization. Collaborate and effectively communicate within teams, cross functionally, presenting a One TICF experience for dealers and customers. Support the company Hoshin and Vision.
* Mindset of Continuous Improvement: Challenge self and others to continuously look for ways to improve TICF business processes and deliver value to the customer. Identify problems, remove inefficiencies, innovate, and challenge the status quo. Apply a Kaizen (continuous improvement) mindset in day-to-day tasks and projects - big or small.
* Demonstrate Inclusive Behaviors: Foster an inclusive environment where everyone can thrive and feels welcomed, valued, respected, and heard. Be curious, listen to, understand, and capitalize on diverse perspectives. Show gratitude and consistently demonstrate respect for people.
* Learn, Grow, Develop: Continuous improvement of yourself and others. Ask for and give constructive feedback. Invest in your growth and development by taking on challenging assignments and applying learned concepts.





Toyota Industries Commercial Finance is an equal opportunity employer.





Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled