A/R Specialist

With the guidance of the Accounts Receivable Lead, the Accounts Receivable Specialist ensures prompt payment and collection of customer invoices while building and maintaining professional working relationships to enhance the customer experience.

Responsibilities

• Receive all types of customer payments and enter cash receipts into the EBS accounting system.
• Proactively manage assigned customer accounts to ensure timely resolution of equipment, parts, rental, and service invoices.
• Review the status of delinquent accounts and contact customers by phone and email to determine the reason for overdue payments and review the terms of sales, service, or credit contracts.
• Respond to customer inquiries and assist with researching discrepancies related to billing.
• Resolve customer disputes related to payment of outstanding balances and request customer refunds or adjustments as necessary.
• Ensure unapplied credits are identified in a timely manner and cleared against outstanding receivable balances as appropriate based on customer needs.
• Communicate credit risks or bad debt information to the manager upon discovery.
• Maintain timely and accurate notes regarding customer interactions and financial status.
• Sort and file correspondence as appropriate.
• Onboard new customers by setting them up in EBS and Billtrust, establishing the appropriate ship-to and tax status for each location, and completing customer questionnaires and/or portal registrations.
• Work closely with Sales and Service Coordination teams to ensure invoicing is completed accurately and resolve any discrepancies in a timely manner.
• Provide general phone backup coverage as needed, including answering calls from the main line and transferring them to the appropriate departments.