Account Services Specialist (CLT)

Account Services Specialist (CLT)

Dash Courier Service is a leading provider of same-day delivery and logistics solutions across North Carolina, South Carolina, and Georgia. We specialize in medical, legal, and banking deliveries, and pride ourselves on our commitment to accuracy, timeliness, and proactive communication. Our mission is simple : deliver on time, every time-and communicate transparently when we can't.

Position Overview

We're seeking a detail-oriented and client-focused Account Services Specialist to join our Charlotte-based team. This role will work closely with our Business Development Manager to onboard new clients, prepare quotes for custom delivery solutions, and ensure a smooth transition from prospect to active account.

Key Responsibilities

• Client Onboarding Support
• Assist in gathering and verifying client information using onboarding forms and credit agreements.
• Coordinate with internal departments to ensure timely setup of new accounts.
• Communicate onboarding status and next steps to clients clearly and professionally.
• Quote Preparation & Pricing Support
• Collaborate with the Business Development Manager to prepare quotes for new delivery requests.
• Analyze client needs and delivery parameters to recommend appropriate service levels.
• Maintain records of quotes and follow-up communications.
• Client Relationship Management
• Serve as a point of contact for new clients during their onboarding phase.
• Ensure clients understand Dash's service offerings, delivery procedures, and communication protocols.
• Support client retention by ensuring a positive onboarding experience.
• Documentation & Compliance
• Ensure all onboarding documentation is complete, accurate, and compliant with Dash's standards and client requirements.
• Maintain organized digital records of client agreements and onboarding forms.

Qualifications

Prior experience in account services, customer onboarding, or logistics preferred.

Strong communication and organizational skills.

Proficiency with Microsoft 365 and basic Excel functions.

Ability to multitask and manage competing priorities in a fast-paced environment.

Familiarity with dispatching or logistics software Xcelerator is a plus.

How to Apply

If you're interested in joining a proven and established company with opportunities for growth, please submit your resume along with a brief note explaining your experience and why you'd like to be considered.

Pay : $21.00 - $22.00 per hour

Benefits :

401(k) with matching

Health, dental, and vision insurance

Life Insurance

Paid time off

Schedule :

Day Shift

Evening Shift

Monday to Friday

Weekends as needed

Education :

High school or equivalent (Required)

Associate degree or equivalent combination of education and experience (Preferred)

Experience :

Dispatching : 1 year (Preferred)

Customer Service : 1 year (Preferred)

Account Management 1 year (Preferred)

Work Location : In person