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Intake Analyst II - Quintana Roo

Who we are

Samsara (NYSE: IOT) is the pioneer of the Connected Operations™ Cloud, which is a platform that enables organizations that depend on physical operations to harness Internet of Things (IoT) data to develop actionable insights and improve their operations. At Samsara, we are helping improve the safety, efficiency and sustainability of the physical operations that power our global economy. Representing more than 40% of global GDP, these industries are the infrastructure of our planet, including agriculture, construction, field services, transportation, and manufacturing — and we are excited to help digitally transform their operations at scale.

Working at Samsara means you’ll help define the future of physical operations and be on a team that’s shaping an exciting array of product solutions, including Video-Based Safety, Vehicle Telematics, Apps and Driver Workflows, Equipment Monitoring, and Site Visibility. As part of a recently public company, you’ll have the autonomy and support to make an impact as we build for the long term.

About the role:

This role will be responsible for supporting the Accounts Receivable team and other finance teams with email management and customer issue resolution. This role will also support the Finance Operations team with various essential finance processes and projects. This role is NOT a collections role. 

This is a remote position open to candidates based in Mexico.

You should apply if:

  • You want to impact the industries that run our world: Your efforts will result in real-world impact—helping to keep the lights on, get food into grocery stores, reduce emissions, and most importantly, ensure workers return home safely.
  • You are the architect of your own career: If you put in the work, this role won’t be your last at Samsara. We set up our employees for success and have built a culture that encourages rapid career development, and countless opportunities to experiment and master your craft in a hyper-growth environment.
  • You’re energized by our opportunity: The vision we have to digitize large sectors of the global economy requires your full focus and best efforts to bring forth creative, ambitious ideas for our customers.
  • You want to be with the best: At Samsara, we win together, celebrate together and support each other. You will be surrounded by a high-caliber team that will encourage you to do your best. 

In this role, you will: 

  • This is not a collector/collections role.
  • Triage and/or resolve internal and external customer queries and escalations
  • Work closely with the Accounts Receivable team on escalated emails, efficiency gains, and collections efforts
  • Complete customer document requests and billing inquiries
  • Navigate efficiently through Netsuite and Salesforce in order to find information needed to resolve customer concerns
  • Interpret customer requests and re-route customers to the appropriate support team if necessary
  • Tag emails and follow an established email sorting system for accurate analytics
  • Follow response time SLAs and ensure customer support and satisfaction are the number one priority
  • Identify gaps in processes, escalate issues, and support process improvements
  • Collaborate with cross-functional teams
  • Understand and enforce all Finance policies
  • Work on ad hoc projects to support greater Finance team
  • Collaborate frequently with other teams to identify issues and troubleshoot solution
  • Champion, role model, and embed Samsara’s cultural principles (Focus on Customer Success, Build for the Long Term, Adopt a Growth Mindset, Be Inclusive, Win as a Team) as we scale globally and across new offices 

Minimum requirements for the role:

  • College degree or equivalent experience
  • 1-2 years experience in an Accounts Receivable, Operations, or Customer Support role
  • Excellent verbal and written communication skills in both Spanish and English
  • Experience with Salesforce and Netsuite preferred
  • Ability to consistently achieve and surpass metrics

At Samsara, we welcome everyone regardless of their background. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex, gender, gender identity, sexual orientation, protected veteran status, disability, age, and other characteristics protected by law. We depend on the unique approaches of our team members to help us solve complex problems and want to ensure that Samsara is a place where people from all backgrounds can make an impact.

Benefits

Full time employees receive a competitive total compensation package along with employee-led remote and flexible working, health benefits, Samsara for Good charity fund, and much, much more. Take a look at our Benefits site to learn more.

Accommodations 

Samsara is an inclusive work environment, and we are committed to ensuring equal opportunity in employment for qualified persons with disabilities. Please email accessibleinterviewing@samsara.com or click here if you require any reasonable accommodations throughout the recruiting process.

Flexible Working 

At Samsara, we embrace a flexible working model that caters to the diverse needs of our teams. Our offices are open for those who prefer to work in-person and we also support remote work where it aligns with our operational requirements. For certain positions, being close to one of our offices or within a specific geographic area is important to facilitate collaboration, access to resources, or alignment with our service regions. In these cases, the job description will clearly indicate any working location requirements. Our goal is to ensure that all members of our team can contribute effectively, whether they are working on-site, in a hybrid model, or fully remotely. All offers of employment are contingent upon an individual’s ability to secure and maintain the legal right to work at the company and in the specified work location, if applicable.

Fraudulent Employment Offers

Samsara is aware of scams involving fake job interviews and offers. Please know we do not charge fees to applicants at any stage of the hiring process. Official communication about your application will only come from emails ending in ‘@samsara.com’ or ‘@us-greenhouse-mail.io’. For more information regarding fraudulent employment offers, please visit our blog post here.

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CEO of Samsara
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Average salary estimate

$50000 / YEARLY (est.)
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$40000K
$60000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Intake Analyst II - Quintana Roo, Samsara

As an Intake Analyst II at Samsara, you’ll step into a crucial role that focuses on enhancing our Accounts Receivable team’s efficiency while providing outstanding customer support. We're on a mission to revolutionize physical operations with IoT data, making this position not just a job, but a chance to impact industries that drive our global economy. Working with a highly collaborative team remotely from Mexico, you will help manage customer queries, resolve issues, and provide support to finance operations. This role isn't about collections; it's centered around ensuring customer satisfaction by efficiently navigating tools like Netsuite and Salesforce to find solutions. If you're passionate about making a difference, excited for rapid career growth, and eager to work alongside some of the best minds in the industry, then this is the place for you. At Samsara, we encourage a culture of learning, innovation, and support which will empower you to develop your skills while shaping the future of operational excellence. Join us in our vision to digitalize essential sectors, ensuring they run safely, sustainably, and efficiently, while you build your career in an inspiring environment that celebrates teamwork and success.

Frequently Asked Questions (FAQs) for Intake Analyst II - Quintana Roo Role at Samsara
What are the main responsibilities of an Intake Analyst II at Samsara?

The Intake Analyst II at Samsara focuses on supporting the Accounts Receivable team and other finance teams by managing customer inquiries and email communications. Primary responsibilities include resolving escalated customer issues, processing billing inquiries, and collaborating with cross-functional teams to enhance customer satisfaction and support other finance processes.

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What qualifications do I need to work as an Intake Analyst II at Samsara?

To qualify for the Intake Analyst II position at Samsara, candidates are required to have a college degree or equivalent experience, along with 1-2 years in an Accounts Receivable, Operations, or Customer Support role. Proficiency in both English and Spanish, as well as experience with Salesforce and Netsuite, is preferred for this position.

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Does the role of Intake Analyst II at Samsara involve collections?

No, the Intake Analyst II role at Samsara is not a collections position. Instead, it focuses on triaging and resolving customer queries, working closely with the Accounts Receivable team to manage customer requests and ensure client satisfaction without engaging in collections activities.

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How does Samsara support career development for Intake Analyst II roles?

At Samsara, career growth is highly valued, and the company invests in the development of its employees. As an Intake Analyst II, you can expect numerous opportunities for professional advancement, mentorship from high-caliber team members, and a culture that encourages learning and mastery of your craft.

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What is the work environment like for an Intake Analyst II at Samsara?

The Intake Analyst II role at Samsara offers a flexible and inclusive work environment. With a remote-first approach, you’ll enjoy the autonomy to manage your work while collaborating within a supportive team atmosphere that prioritizes teamwork and celebrates achievements, all while working on meaningful projects.

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Common Interview Questions for Intake Analyst II - Quintana Roo
What motivated you to apply for the Intake Analyst II position at Samsara?

In your answer, express your enthusiasm for working in innovative industries and how Samsara's mission aligns with your personal career goals. Highlight your interest in using IoT to impact operational efficiency and customer satisfaction positively.

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How do you prioritize tasks when handling customer queries?

When answering this, discuss your organization skills and mention how you identify urgent queries versus routine ones, utilizing goal-setting and response-time management to efficiently address customer needs while ensuring all inquiries are resolved.

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Can you describe your experience with Salesforce and Netsuite?

Provide specific examples of how you have utilized Salesforce and Netsuite in your previous roles. Discuss how you navigated these platforms to resolve customer concerns, manage workflows, and improve overall efficiency.

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How do you handle difficult customer situations?

Detail your approach to de-escalating tension with a customer by showing empathy and active listening. Illustrate your problem-solving abilities and how you seek to understand the root cause of their issue while working towards a solution.

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What steps do you take to ensure excellent customer service?

Talk about your commitment to customer success by ensuring open communication, following up on inquiries, and listening to customer feedback to continuously improve the service experience and resolve issues promptly.

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How do you track and analyze your performance metrics?

Discuss the tools you use to track performance metrics, such as Salesforce dashboards or other analytics frameworks, and how you set personal goals based on those insights to continually refine your skills and improve customer interactions.

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What does teamwork mean to you in the context of the Intake Analyst II role?

Emphasize the importance of collaboration with cross-functional teams at Samsara. Describe how active communication, sharing knowledge, and supporting one another contribute to achieving broader goals and enhancing customer satisfaction.

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Describe a time you identified a gap in a process and how you addressed it.

Use a specific example where you observed inefficiencies and took initiative to propose an improvement. Discuss the steps taken to collaborate with relevant teams for a solution, demonstrating your proactive and analytical thinking.

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How do you ensure compliance with finance policies in your role?

Share your understanding of the importance of adhering to finance policies and your methods for staying informed about these guidelines. Describing your experience with ensuring compliance can demonstrate your reliability and professionalism.

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Why is culture important at Samsara, and how do you contribute?

Reflect on Samsara's core cultural principles, expressing your alignment with them. Illustrate how you embody these values in your daily work and interactions, especially in fostering a supportive and inclusive environment.

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Samsara is a leading software company that offers a platform providing AI safety programs, real-time visibility, workflows, reporting, and an ecosystem of integrations to connect the operations that power the economy.

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BADGES
Badge Diversity ChampionBadge Future MakerBadge InnovatorBadge Work&Life Balance
CULTURE VALUES
Inclusive & Diverse
Rise from Within
Mission Driven
Diversity of Opinions
Work/Life Harmony
Customer-Centric
Social Impact Driven
Rapid Growth
BENEFITS & PERKS
Maternity Leave
Paternity Leave
Medical Insurance
Dental Insurance
Vision Insurance
Mental Health Resources
Life insurance
Disability Insurance
Health Savings Account (HSA)
Flexible Spending Account (FSA)
Paid Holidays
Paid Time-Off
FUNDING
DEPARTMENTS
SENIORITY LEVEL REQUIREMENT
TEAM SIZE
EMPLOYMENT TYPE
Full-time, remote
DATE POSTED
April 12, 2025

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