Accounts Receivable Specialist

Key Responsibilities

• Manage collections and customer relationships of multiple United States and Canada territories, which includes National accounts within the business.
• Work directly with the sales team of assigned territories to minimize AR aging.
• Confirm invoices are raised in a timely manner and in accordance with revenue recognition standards.
• Review accounts and/or orders in an on-hold status and work with AR Supervisor to perform any tasks needed to ensure the order is properly recorded in the financial management system.
• Responsible for customer account credit review and obtaining proper approval via the customer credit approval process.
• Identify and communicate detailed resolutions needed on customer accounts.
• Intake of funds received by check, wire, ACH, or credit card and apply on customers' accounts.
• Identify, create, and/or improve processes within Accounts Receivable to facilitate timely collection from customers.
• Review refunds requested by customers to ensure accuracy and timely payment of the refunds.
• Provide weekly updates on collections progress reports to be discussed with AR Supervisor and Sales leads of assigned territories.
• Maintain and issue required documents onto customer account portals in a timely manner.
• Cross train on various Shared Services roles.
• Perform other tasks as assigned by Management.

Qualifications

• A High School Diploma or Associate Degree in Accounting or Finance
• Minimum of 2 years' experience in Accounts Receivable and Collections
• High attention to detail
• Sage Intacct
• Salesforce
• Avalara
• Versapay
• Strong Excel skills