Accounts Receivable & Claims Specialist

Key Responsibilities

• Maintain clear documentation of collection activity, customer commitments, and follow-up dates.
• Prepare AR aging reports and collection-status updates.
• Retrieve remittance information and manage invoice submissions through customer portals when required.
• Coordinate with Sales when customer involvement is needed to resolve an issue or collect payment.
• Process approved credit memos, adjustments, and account corrections.
• Maintain accurate customer account records in Epicor Prophet 21.
• Support month-end and year-end closing activities.

Freight Claims and Customer Returns

• Maintain centralized oversight of all freight claims initiated by Customer Service Representatives and BDRs.
• Review each claim to ensure all required documentation has been submitted accurately and on time.
• Track open claims, filing deadlines, carrier responses, approved amounts, denials, and payments or credits received.
• Follow up with carriers and internal team members until every claim reaches final resolution.
• Reconcile carrier payments and credits against the related claim and customer account.
• Escalate delayed, denied, or incomplete claims requiring additional action.
• Develop tracking, reporting, alerts, and follow-up processes so no freight claim is overlooked.
• Provide regular reporting on open claims, claim aging, recovery amounts, and unresolved issues.
• Cook customer RMAs, return documentation, credits, and account adjustments.
• Work with Sales, Customer Service, and Operations to ensure returns are properly authorized, received, inspected, and resolved.
• Maintain accurate records and provide visibility into outstanding freight claims and RMAs.

Credit Administration

• Process new customer credit applications and verify that all required documentation has been received.
• Communicate with customers regarding incomplete applications or additional information needed.
• Perform reference checks and prepare credit information for management review.
• Maintain accurate customer credit files and communicate approved credit decisions and terms.
• Monitor customer accounts for credit concerns and escalate potential risks to Finance leadership.

Salesforce and Process Improvement

• Learn and become the internal business-process owner for AR, credit, freight claim, and RMA workflows within Salesforce.
• Maintain accurate collection notes, activities, follow-up dates, and relevant customer account information in Salesforce.
• Identify opportunities to automate routine follow-ups, alerts, assignments, reporting, and internal communication.
• Help develop Salesforce dashboards and reports for past-due accounts, collection activity, disputes, credit applications, freight claims, and RMAs.
• Work with Blend Supply’s IT team and third-party Salesforce resources to design, test, document, and implement process improvements.
• Help train applicable team members on new processes and maintain clear workflow documentation.
• Support alignment between Salesforce and Epicor Prophet 21.

Required Qualifications

• Four or more years of experience in accounts receivable, collections, billing, accounting, or a related position.
• Working knowledge of accounts receivable processes and basic accounting principles.
• Strong Microsoft Excel and data-entry skills.
• Strong interest in learning Salesforce, automation, and business-process improvement.
• Excellent attention to detail, organization, and follow-through.
• Professional written and verbal communication skills.
• Strong customer-service, problem-solving, and collection skills.
• Able to manage multiple priorities and meet deadlines.
• High school diploma or equivalent.

Preferred Qualifications

• Experience using Salesforce for account management, reporting, workflows, cases, or automation.
• Experience participating in Salesforce process design, testing, implementation, or administration.
• Associate degree in Accounting, Finance, Business Administration, Information Systems, or a related field.
• Experience using an ERP or accounting system; Epicor Prophet 21 experience is a plus.
• Experience managing or tracking freight claims and customer RMAs.
• Experience with customer portals, payment reconciliation, and credit administration.
• Experience working in distribution, manufacturing, aerospace, or an industrial environment.

What We Offer

• Monday–Friday, 8:00 AM–5:00 PM schedule
• Three weeks of accrued PTOT
• Ten paid holidays
• Medical, dental, and vision insurance after 60 days
• 401(k) with a 100% company match on contributions up to 2% after 90 days
• Collaborative, family-oriented culture with regular company and team events
• Equal opportunity employer

Pay

$24.00 - $26.00 per hour