Primary Function
To lead and oversee credit, claims, and collections functions for major accounts, ensuring accurate processing, timely payments, effective resolutions, and strong stakeholder relationships. The role will also drive process improvements, mentor team members, and act as the primary escalation point for complex issues.
Key Responsibilities & Duties
Credit & Claims Leadership
- Oversee and manage credit note processing for: damaged stock, short supply, duplicatedorders, rejected or returned deliveries, expired stock, promotional discounts, and faultyproducts for major accounts.
- Lead promotional claims administration through TPM (Salesforce), including accountreconciliation, claim uploads, approvals, and credit offsets.
- Monitor and support resolution of uncollectable debts, including those arising from customerliquidation or administration.
- Credit Control – Major Accounts
- Lead allocation of incoming payments and oversee customer claim investigations incoordination with Customer Service.
- Ensure accurate reconciliation of customer accounts and act as the senior liaison forescalated queries.
- Drive timely follow-up on unpaid invoices and overdue accounts, including portal-basedcollections for grocery accounts.
- Monitor and ensure on-time cash collections across all major accounts.
- People & Process Management
- Provide guidance, coaching, and oversight to team members handling credit, claims, andcollections.
- Identify opportunities for process improvement and system optimisation.
- Ensure compliance with company policies and relevant regulations.
Key Relationships
Internal
- Sales Accounts
- Customer Service
- Finance
- Supply Chain
- IT
External
Key Skills & Competencies
- Strong leadership in Accounts Receivable management, including invoicing, credit notes,and payment allocation.
- Expertise in claims processing and dispute resolution.
- High accuracy in reconciliation and resolving account discrepancies.
- Strong negotiation skills for payment arrangements and claim settlements.
- Experience with ERP/CRM systems (preferably Salesforce TPM).
- Intermediate to advanced Excel skills.
Scope of Role
Focus On Accounts Receivable Processes, Particularly
- Allocation of payments
- General AR processing tasks
- Use previous Accounts Receivable specialist Job Ad
- Experience Level:
- Open to varying levels of seniority depending on candidate strength and fit with AR functions.
