Accounts Receivable Specialist

Accounts Receivable Specialist

The Accounts Receivable Specialist is primarily responsible for contacting clients with past due receivables, identifying and solutioning on billing issues, and recording customer payments. This role requires a basic understanding of accounting principles, accounts receivable and cash application, customer service, collections, problem-solving and negotiation. The successful candidate will have the ability to work under tight deadlines and manage multiple tasks. A strong attention to detail, flexibility, tactfulness, and ability to handle a high volume of work is a requirement to be successful. This position will report to the Billing & Collections Manager.

Responsibilities

• Record customer payments by posting cash, checks and ACH transactions.

• Research billing issues and communicate results to Customers and Sales Team.

• Analyze weekly Aged Receivables Reports to identify those clients who need to be contacted. Review open accounts for collection efforts.

• Make outbound collection calls & emails in a professional manner while keeping and improving customer relations.

• Work with Accounting Manager to review accounts and client payments to develop new or better repayment terms.

• Maintain accounting database by updating customer information as needed.

• Generate and maintain internal reports that detail the status of Accounts Receivable.

• Create customer billing schedules and monitor customer payment arrangements.

• Deliver exceptional customer service while keeping goals and metrics in mind.

• Scan & email documents to clients and follow up.

• Perform other related duties as assigned.

Experience and Skills

• The ideal candidate will have a minimum of 2 years of corporate accounts receivable experience including interaction with a large customer base

• Two years B2B collections experience

• Strong communication, problem-solving and analytical skills required

• Creative, self-disciplined and capable of identifying and completing critical tasks independently

• Flexibility to work in a fast-paced environment

• Strong attention to detail in composing, typing and proofing materials, establishing priorities and meeting deadlines

• Strong written and communication skills

• Ability to handle sensitive and confidential information

• Able to organize daily workload volumes

• Must be self-directed and effective working independently, yet equally comfortable contributing in a team environment

• Accept direction and constructive criticism; perform calmly and effectively in a fast-paced work environment

• Proficiency in Microsoft Office including Excel & Word

• Experience working in an A/R Tool, maintaining organized, comprehensive notes and to-do items

• Experience in NetSuite & SalesForce is preferred