Account Services Representative

Job summary

The Account Services Representative provides administrative support for order flow, fulfillment, and status monitoring within the Dealer Development team. They are responsible for maintaining accurate documentation, coordinating with internal departments, and ensuring customers receive expected goods and services.

Job details

Company Name: PBS Systems Job Location: Calgary, AB (HQ) Job Type: Full-time, Permanent No. of Openings: 01 Job Requirement(s): Internal Job Title: No travel Account Services Representative Reports To: Team Lead, Account Services PBS is the fastest growing “All Inclusive Business Platform” vendor in North America and we’ve only just begun! PBS has been transforming how people buy and service cars for almost 40 years, becoming the third largest Dealership Management System (DMS) provider in North America. Each month, hundreds of new users join our platform, which helps dealerships manage sales, service, inventory, and accounting. What sets us apart is how we treat our customers - as partners, innovators and friends. At PBS, we invest in your growth. Your career can progress in alignment with your strengths, interests, and aspirations. Apply today! The Role: The Account Services Representative provides background administrative support to the customer-facing teams within Dealer Development. Primarily focused on order flow and ensuring fulfillment - the role will involve both creation and management of order documents along with monitoring the status and following up on the flow of the orders themselves. The role will involve working daily with but not limited to the following teams: Account and Relationship Management will submit OIF (Order Information Form) requests, PBS Admin may inquire regarding the status of specific orders to coordinate their billing process, DTO (Dealer training Optimization)/ STT (Software training and transition) to confirm status of onsite training and software requests. Administrative Orders to determine product availability and back-order status. Job Responsibilities: OIF (Order Information Form) creation and processing Online MS Purchase Forms - Automated sales inquiry response – labels / routers /printers / other features as added Inter-department meeting attendance Coverage for Executive Assistant role for specific order requests when they are unavailable Acting as a monitor of internal processes to ensure document flow is correct and moving ensures that our customers receive the goods and services expected The representative is responsible for helping customer-facing teams keep their promises to our clients Maintain monthly cancellation spreadsheet and submit to executive monthly Update customers with out-of-stock or back-order situations as required Non DMS meeting review what needs to be brought up by team members Review open OIFs and cornerstone calls to verify progress being made or why not Process historical renewals Begin process for Customer changes by confirming dealer request, and sending out forms as needed to authorized users Weekly reconciliation of orders Qualifications: High School Diploma Solid knowledge of Microsoft Office Suite – including word and excel PBS Certified Professionals program is encouraged Ability to embrace variety, change and innovation Listening and organizational skills, attention to detail, and a strong follow up ethic are the key attributes for success in this role Superior verbal and written communication skills Strong follow-up skills and internal communication / relationship skills are essential Excellent time management, and the ability to work independently are a must What we offer: Professional Development – Continuous training, industry certifications, and clear pathways for career advancement Travel Opportunities - Travel to locations across Canada, the U.S., and the Caribbean Comprehensive health benefits - Medical and dental coverage to support your well-being Paid Time Off – PTO to help you recharge and maintain work-life balance Inclusive culture - A collaborative, supportive team environment where your ideas and voice truly matter Employee recognition - Regular appreciation programs and performance-based incentives Competitive compensation package Competitive annual base salary Up to $4,800 per year in product certification bonuses Additional performance incentives Attractive employee referral bonuses Staff discounts – Exclusive savings with partners such as GM, Dell, and more Should you be selected for an interview, you will be contacted via email. Please monitor your junk/spam folder. PBS is an equal opportunity employer. Accommodation will be provided during the hiring process as required.

What you’ll do

The Account Services Representative provides administrative support for order flow, fulfillment, and status monitoring within the Dealer Development team. They are responsible for maintaining accurate documentation, coordinating with internal departments, and ensuring customers receive expected goods and services.

Requirements

Candidates must have a High School Diploma and solid knowledge of the Microsoft Office Suite, including Word and Excel. Strong organizational, communication, and time management skills are essential for success in this role.

Benefits

• Professional development
• Travel opportunities
• Medical coverage
• Dental coverage
• Paid time off
• Performance-based incentives
• Product certification bonuses
• Employee referral bonuses
• Staff discounts

Listed skills

• Time management · Preferred
• Administrative Support · Preferred
• Attention to detail · Preferred
• Microsoft Excel · Preferred
• Microsoft Word · Preferred
• Communication Skills · Preferred
• Microsoft Office Suite · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Administrative support
• Order management
• Microsoft Office Suite
• Word
• Excel
• Time management
• Communication skills
• Organizational skills
• Attention to detail
• Follow-up skills
• Relationship management
• Data reconciliation
• Administrative Support
• Relationship Management
• Organizational Skills
• Time Off Management
• Ethical Standards And Conduct
• Microsoft Excel
• Accounting
• Automation
• Reconciliation
• Billing
• Management
• Spreadsheets
• Communication
• Dealership Management Systems
• Discounts And Allowances
• Sales
• Innovation
• Internal Communications
• Microsoft Office
• Product Certification
• Time Management
• Team Leadership
• Network Routing
• Detail Oriented

Job areas

• Administrative
• Customer Service & Support
• Software
• Sales
• Account Service Representative
• Customer Service Representative (General)
• Inquiry Clerks
• Customer Service Representatives

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