Technical Account Manager

Company: Yardi Systems
Location: Santa Barbara
Posted on: January 28, 2025

Job Description:

Join Yardi as a Utility Auditor and use your keen attention to detail to ensure seamless utility invoice processing for our clients. In this role, you'll audit invoices for accuracy, track and resolve exceptions, and collaborate with vendors to address billing discrepancies. You'll work closely with team members to maintain account and vendor information, meet key performance indicators, and prevent late fees through proactive monitoring. By analyzing energy consumption data and communicating with vendors, you'll play a critical role in delivering exceptional service. If you thrive in a collaborative environment and have a passion for accuracy, this is the opportunity for you.What You'll Do:

• Use your strong attention to enter, update and maintain account and vendor information
• Audit invoice information to ensure seamless invoice processing
• Collaborate with team members to resolve exceptions, process invoices and contact vendors regarding any issues or concerns
• Work in a team environment and coordinate with other departments to ensure Key Performance Indicators (KPIs) for clients are met
• Use systems to monitor receipt of invoices ahead of the anticipated due date and within pre-defined timeframes and generate system reports to identify and eliminate any missing or outstanding invoices
• Track invoices to ensure accounts are received each month to prevent late fee charges for clients
• Process current and historical invoices and verify correct data entry elements are followed as per client business rules
• Review exceptions for errors in billing such as misapplied payments, incorrect meter reads, and late fees
• Contact vendors regarding billing errors, changes in address, and missing or duplicate invoices
• Ensure all exceptions are fully and correctly addressed, resolved, and completed, either by researching past payments or following the standard exception resolution process
• Provide team members with detailed explanations of invoice issues and participate in ongoing client communication and meetings to resolve issues
• Be part of a great team and collaborate with YES Energy team members across the U.S.Who You Are:
• This is an onsite position.
• High school diploma or GED
• 1 year of customer service, billing and/or related work experience or equivalent education (e.g., completion of Finance course)
• Professional phone demeanor and strong written and verbal communication skills
• Strong attention to detail with a high accuracy level
• Solid organizational skills and the ability to manage multiple tasks in a deadline-driven environment
• Basic math skills and familiarity with Microsoft Office Suite and Outlook
• Ability to identify and reconcile discrepancies
• Ability to research and interpret the researched information
• Ability and willingness to learn
• Collaborative approach to work and strong team orientationIdeal to Have:
• Experience working with utility accounts and/or the energy industry
• Proficiency in MS ExcelReal Estate runs on Yardi. About Us:Yardi pioneers the property tech industry by seamlessly blending 40 years of tradition with forward-thinking innovation. We've created a team of over 9,000 employees in over 40 locations around the globe dedicated to making great real estate software products.Discover the Yardi Difference:Yardi is more than just a software company - we are dedicated to creating a positive impact in our communities. Annually, Yardi extends philanthropic support to organizations chosen by our employees. Our team has contributed to over 350 nonprofits globally, demonstrating our commitment to various causes and communities.Our award-winning culture, consistently recognized by Glassdoor's prestigious "Best Place to Work", fosters support, collaboration, and growth. We prioritize your well-being with comprehensive benefits, including 100% paid employee medical premiums, company profit-sharing plan, and flexible work arrangements.All submissions for open positions should be received through Yardi's applicant portal, accessed from Yardi's corporate website.
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Keywords: Yardi Systems, Los Angeles , Technical Account Manager, IT / Software / Systems , Santa Barbara, California