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Customer Account Representative - Seattle

The Customer Account Representative is responsible for coordinating a district's daily office functions, which includes maintaining detailed customer account records and district billing functions.

Knowledge and Physical Requirements

  • High school diploma or equivalent.

  • Basic computer skills, including Microsoft Office programs (Word, Excel, PowerPoint).

  • Understanding of debits and credits bookkeeping.

  • Willing to work flexible hours, including evenings, weekends and holidays, as well as emergency off-hours as required.

  • Valid driver's license.

  • Able to lift and/or push 75 pounds.

Behavioral Skills (How the jobholders must conduct themselves with other people.)

  • Possesses quality orientation with a “get it right the first time” attitude.

  • Complies with patient privacy laws in all matters.

  • Maintains and projects confidence, enthusiasm and a professional image.

  • Flexible, coachable.

  • Demonstrates strong communication skills (listening, writing and speaking).

  • Demonstrates team orientation and shows respect for others.

  • Proactive and self motivated.

  • Organized; prioritizes to meet deadlines.

  • Ability to work with very little supervision.

  • Operates with a proactive approach towards safety, health and quality in compliance with all company, governmental and customer policies and regulations.

  • Customer-focused; willing to go above and beyond.

Practical Skills (Tasks that the job holder must be able to do and demonstrate.)

  • Understands and uses effective conflict resolution skills in addressing accounts receivable or service concerns, e.g., identifies and resolves discrepancies and disagreements.

  • Receives and handles incoming district calls.

  • Maintains customer files based on Front Office Work Flow.

  • Leads accounts receivable collections, calls and meetings.

  • Organizes and tailors district office tasks, such as making vendor payments, organizing meetings, making travel arrangements, coordinating business meals and ordering office supplies as needed.

  • Maintains daily email communication with team members regarding consistent customer focused transactions.

  • Creates and maintains updated customer profile preferences to be used by all district personnel.

  • Provides accurate billing and credits for rental, sales and service.

  • Creates and maintains district vendor reference book, account files and Material Safety Data Sheet documents.

  • Provides support for shipping and receiving activities.

  • Performs other assigned duties.


Level II

  • Proficient in the UHS systems and Microsoft Office programs.

  • Serves as part of training team for other members in Division/Region.

  • Works with multiple offices.

  • Demonstrates sound and timely decision-making skills in front of customers.

  • Exhibits expertise in providing customer service.

Level III

  • Considered a subject matter expert with district office policies and procedures.

  • Demonstrates presentation skills and comfort in a group setting.

  • Demonstrates understanding of Profit and Loss statements.

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