Accounts Receivable Clerk

About the Role

Review customers who are electronically invoiced to ensure all billing criteria are met. Trace unpaid invoices to determine the problem and resolve issues.

Responsibilities

• Monitor and facilitate the resolution of invoice processing obstacles, including disputes and inaccuracies, by working with internal and external stakeholders/customers.
• Prepare reports on current findings and actions taken for all accounts under investigation.
• Ensure compliance with customer billing requirements.
• Work with internal and external customers and process stakeholders effectively and respectfully to resolve difficult situations.
• Ensure efficient and timely communication, processes, and services.
• Evaluate customer records and reports as needed.
• Monitor AR Aging reports and resolve past due balances.
• Process customer payments through the CRM.
• Call customers to collect payments on outstanding balances.
• Maintain cash customer records and unapplied cash balances with Treasury.
• Monitor Pre-paid accounts and ensure balances are maintained.
• Maintain account records to reflect credit terms.
• Apply payments to customer accounts via credit card payments, ACH, and checks sent to Corporate lockbox.
• Review trial invoices monthly to ensure hardware and services are billed correctly.
• Close bill cycles monthly and ensure all invoices are sent to customers.
• Perform Monthly Revenue Close Reporting, including inventory reporting, revenue accruals, revenue by location allocations, invoice export files, and e-commerce revenue reports.

Requirements

• Must be able to quickly learn and be proficient in a variety of web-based applications, including Microsoft Suite software (specifically Excel—pivot tables, charts, vlookups).
• Must be detail-oriented with good typing accuracy.
• Must be able to sit for long periods while completing tasks and remaining focused.
• Effective verbal, written, and interpersonal communication skills for dealing with internal and external customers.
• Knowledge of and/or experience with the credit and collection industry.