Accounts Receivable Clerk

This is an in-office, part-time position requiring approximately 25–30 hours per week. Preferred hours are Monday through Friday, 9:00 AM to 2:00 or 3:00 PM. Depending on business needs and performance, this position may have the opportunity to transition into a full-time role in the future.

Responsibilities

• Accounts Receivable
  • Monitor and maintain assigned customer accounts.
  • Apply payments accurately and investigate unapplied or misapplied payments.
  • Reconcile customer balances and resolve billing discrepancies.
  • Maintain accurate customer account records and payment history.
  • Reconcile daily bank and payment processor transactions in QuickBooks Online (QBO).
  • Accurately categorize daily transactions in QBO in accordance with company accounting policies.
  • Research and resolve discrepancies between payment processors, bank activity, and customer accounts.
• Collections
  • Manage the collections process for all past-due accounts.
  • Contact customers by phone, email, and text regarding outstanding balances.
  • Document all collection activity and customer communication.
  • Follow up consistently until payment is received or the account is escalated.
  • Identify high-risk accounts and communicate concerns promptly to the Accounting Manager.
  • Recommend accounts for outside collections or legal action when appropriate.
• Reporting & Communication
  • Review AR aging reports regularly and prioritize collection efforts.
  • Provide weekly updates on collection activity and delinquent accounts.
  • Work closely with Sales, Customer Success, and Accounting to resolve account issues.
  • Respond promptly to customer billing questions and invoice requests.

Requirements

• Working knowledge of accounting principles.
• 2+ years of Accounts Receivable or collections experience preferred.
• Experience with QuickBooks Online (QBO) required.
• Experience with Chargeover and Stripe is a plus.
• Experience reconciling multiple bank accounts, credit card accounts, and payment processors.
• Experience working with multiple entities or companies under shared ownership is preferred.
• Proficient in Microsoft Excel or Google Sheets.
• Strong communication, organization, and problem-solving skills.
• Ability to prioritize tasks, manage deadlines, and maintain accuracy in a fast-paced environment.

Pay

$22 - $25 hourly

Schedule

Part-time, approximately 25–30 hours per week. Preferred hours are Monday through Friday, 9:00 AM to 2:00 PM or 3:00 PM.

About Company

Workman Success Systems is a business coaching company, the only one of its kind, specializing in real estate teams and real estate companies. Our mission is to make a meaningful difference in the lives of real estate agents, brokers, and team leaders by helping them improve their businesses and rebalance their lives. We strive to create an inclusive, supportive company culture focused on helping each other reach our full potential.