Accounts Receivable Clerk

Responsibilities

• Maintain and update membership records, ensuring accuracy, completeness, and data integrity
• Review new agreements daily to verify accurate entry by field staff and other team members
• Process membership transactions including renewals, terminations, adjustments, and account updates
• Facilitate recurring billing cycles within ServiceTitan (e.g., every 5 days) and ensure successful processing
• Manually process renewals for agreements exceeding standard auto-renewal terms
• Process credit card transactions, refunds, and chargebacks accurately and in a timely manner
• Research and resolve past due balances identified on aging reports
• Review and audit membership data to identify and correct discrepancies or inconsistencies
• Prepare and process monthly MVP commissions and submit to Payroll by the 15th of each month
• Support call center operations by processing requests, resolving data issues, and ensuring alignment with program policies
• Assist with mailing of member statements as required
• Identify opportunities to improve workflows, data accuracy, and overall program efficiency
• Provide backup support for Accounts Receivable clerical functions as needed
• Perform other administrative and clerical duties as assigned

Qualifications

• Basic understanding of accounting principles, including billing, receivables, and reconciliations
• Clerical duties as assigned