Customer Account Specialist

Full-Time, Lehi, UT, US


Customer Account Specialist

Full-Time, Lehi, UT, US


We Are Workfront

If you're skilled at getting the job done and you believe in doing it right, we want to talk to you. We're seeking passionate team players who improve themselves every day, demonstrate high integrity, respect themselves and others and love to have fun.

Sound JudgmentSound Judgment
Excellent Communication skillsExcellent Communication skills
Strong CollaboratorStrong Collaborator
Passion for learningPassion for learning
Team PlayerTeam Player

Job Details

Workfront Inc. has an open opportunity for a Customer Account Specialist within the Finance department. The main responsibilities of the Customer Account Specialist will be customer account collections and building and maintaining customer relationships through exceptional customer service. This role will have the opportunity to work closely with the Sales Organization and maintain relationships and communication between the Sales and Finance departments.

Job Responsibilities

  • Follow up with customers with current and past due invoices to ensure timely payment
  • Establish and maintain relationship with major customers including phone calls and written correspondence
  • Manage past due invoice escalation process including reporting to management the status of past due invoices
  • Work closely with sales organization to resolve any customer related concerns
  • Respond to customer and internal inquiries in a timely manner and with a helpful and productive response
  • Other basic accounts receivable functions such as receiving customer payments and maintenance of customer accounts


  • 1-2 years experience of accounts receivable, collections, customer service or related field required
  • Business to business customer service experience
  • Basic understanding of accounting functions such as reconciliations and journal entries
  • Basic Understanding of Microsoft Office Suite
  • Exceptional written and verbal communication skills
  • Self motivated with ability to prioritize and manage multiple responsibilities
  • Strong problem solving skills
  • Strong attention to detail
  • NetSuite experience a plus

Application Process

Click each step to learn more about it


Send us your resume


Your resume will be reviewed by someone on the recruiting team


You’ll have a 15 - 20 minute call with one of our recruiters


You'll get to meet the hiring manager and the team you'll be working with


You'll be invited out to our office for an in-person interview with the team.


Workfront extends an offer out to the candidate.


Customer Account Specialist

Job TypeFull Time
Job LocationLehi, UT, US
Job TeamFinance

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