Americas Mailbox Inc
Accounts Specialist
Overview The Accounts Specialist collaborates with the Accounts Team to manage the full lifecycle of member accounts. This role is responsible for opening new memberships, maintaining active accounts, and closing accounts as needed. Duties include assisting members with renewals, adding funds to postage accounts, upgrading or downgrading plan levels, and responding to account-related inquiries via email, phone, voicemail, and in person.
The Accounts Specialist also performs light bookkeeping functions such as reconciling credit card statements, balancing cash on hand, and managing petty cash while ensuring accuracy and compliance with company procedures.
Key Functions & Responsibilities
Process new and existing member accounts, including openings, renewals, upgrades/downgrades, and closures
Receive, review, and verify member applications submitted online, by email, mail, or in person
Apply payments accurately and manage account-related transactions
Assist customers professionally via email, phone, voicemail, and in person, including sign-ups and account questions
Train and support team members and/or new hires as needed
Compile and maintain spreadsheets for credit cards, petty cash, cash on hand, suspended accounts, and closing accounts
Prepare monthly financial reports and transactions for submission to the accountant
Process postage refund checks for closed accounts
Handle all incoming business mail and distribute it to the appropriate department
Ensure closed accounts are properly documented and entered into USPS reporting
Report any complaints, concerns, or department-related issues to the Office Manager promptly
Complete additional projects and duties as assigned by management
Employment Standards & Skills
Strong attention to detail
Excellent organization and time management skills
Proficient computer and data entry skills
Must have strong customer service skills and be comfortable assisting customers in person and over the phone
Basic bookkeeping knowledge
Ability to multitask in a fast-paced environment
Clear verbal and written communication skills
Dependable and accountable
Ability to work independently and collaboratively as part of a team
Preferred Experience
Previous experience in customer service, accounts, billing, or administrative roles
Experience handling financial transactions, payments, or account management
Familiarity with spreadsheets (Excel or Google Sheets)
Experience working with CRM, membership systems, or accounting software
Prior experience in a fast-paced, customer-facing environment
Schedule
Monday through Friday, 8:30 AM – 5:00 PM
Pay Range
$16.00 – $18.00 per hour, depending on experience
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Overview The Accounts Specialist collaborates with the Accounts Team to manage the full lifecycle of member accounts. This role is responsible for opening new memberships, maintaining active accounts, and closing accounts as needed. Duties include assisting members with renewals, adding funds to postage accounts, upgrading or downgrading plan levels, and responding to account-related inquiries via email, phone, voicemail, and in person.
The Accounts Specialist also performs light bookkeeping functions such as reconciling credit card statements, balancing cash on hand, and managing petty cash while ensuring accuracy and compliance with company procedures.
Key Functions & Responsibilities
Process new and existing member accounts, including openings, renewals, upgrades/downgrades, and closures
Receive, review, and verify member applications submitted online, by email, mail, or in person
Apply payments accurately and manage account-related transactions
Assist customers professionally via email, phone, voicemail, and in person, including sign-ups and account questions
Train and support team members and/or new hires as needed
Compile and maintain spreadsheets for credit cards, petty cash, cash on hand, suspended accounts, and closing accounts
Prepare monthly financial reports and transactions for submission to the accountant
Process postage refund checks for closed accounts
Handle all incoming business mail and distribute it to the appropriate department
Ensure closed accounts are properly documented and entered into USPS reporting
Report any complaints, concerns, or department-related issues to the Office Manager promptly
Complete additional projects and duties as assigned by management
Employment Standards & Skills
Strong attention to detail
Excellent organization and time management skills
Proficient computer and data entry skills
Must have strong customer service skills and be comfortable assisting customers in person and over the phone
Basic bookkeeping knowledge
Ability to multitask in a fast-paced environment
Clear verbal and written communication skills
Dependable and accountable
Ability to work independently and collaboratively as part of a team
Preferred Experience
Previous experience in customer service, accounts, billing, or administrative roles
Experience handling financial transactions, payments, or account management
Familiarity with spreadsheets (Excel or Google Sheets)
Experience working with CRM, membership systems, or accounting software
Prior experience in a fast-paced, customer-facing environment
Schedule
Monday through Friday, 8:30 AM – 5:00 PM
Pay Range
$16.00 – $18.00 per hour, depending on experience
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