Accounts Receivable Representative

Key Responsibilities

• Works with customers regarding timely payment to minimize past due receivables.
• Collaborates with customers and internal teams (Sales, Distribution, Operations) to resolve payment discrepancies and issues that delay payments.
• Determines next steps in the collection process when faced with a challenging situation, including but not limited to internal escalation.
• Develops and sustains cooperative relationships with internal and external customers and stakeholders through email and phone communication.
• Utilizes MS Excel for customer account research, statement creation, and account reconciliation.
• Researches unapplied cash and credits; reconciles with customer invoices or deductions.
• Understands customer billing requirements and follows process accordingly to ensure timely and accurate payments.
• Works with various departments to resolve customer disputes as well as underlying root cause issues.
• Reviews and releases orders adhering to established company policies and procedures. Engages Risk and Sales teams when orders exceed allowed limits.
• Utilizes customer or 3rd party web portals for research and resolution of past due invoices and deductions.

Required Qualifications

• Proficiency in Microsoft Excel, including the ability to create and analyze financial reports.
• Prior experience working in Accounts Receivable, Billing, Collections, or a customer service role, with a strong understanding of financial processes and customer account management.
• Ability to work independently with strong organizational and problem-solving skills.
• Exceptional attention to detail and time management abilities.
• Strong communication and interpersonal skills.
• High school diploma or equivalent.
• Typically requires a minimum of 3 years experience.

Preferred Qualifications

• Bachelor’s Degree in Finance, Accounting, Business Administration, or a related field.