Accounts Receivable Specialist
About the role
The Accounts Receivables Specialist ensures customers’ payments are collected in a timely manner for contracts, inspections, and service work for assigned branch locations.
Responsibilities
- Perform collection efforts on specific branch locations, as assigned.
- Document communication and efforts within the ERP/CRM and internal business systems.
- Achieve set benchmarks or productivity goals, as assigned and communicated.
- Communicate with customers by phone and email about invoices and services provided.
- Collect necessary paperwork to resolve any remittance differences.
- Timely documentation of collection efforts.
- Prepare for and attend all scheduled collection meetings.
- Work with billing staff to resolve identified billing concerns.
- Serve as cash application backup for multiple deposits received.
- Provide project support for departmental success as time permits.
- Perform other duties as assigned.
Requirements
- 2 years relevant work experience in the construction industry or accounts receivables.
- 2 years collections experience.
- 2 years customer service experience.
- 2 years of professional computer skills.
- 2 years ERP/CRM systems experience (preferred).
- Associate’s and/or bachelor’s degree in Business, Finance, or similar (preferred).
- Valid driver’s license with acceptable driving record.
- Must comply with drug and alcohol policy and background screening requirements, including customer-specific requirements based on contractual agreements.
Skills
- Ability to effectively read, write, and communicate in English with employees and customers.
- Strong interpersonal, written, and oral communication skills.
- Ability to express empathy.
- Proficiency in Microsoft Office.
Physical & Work Environment
- Required to sit for long periods.
- Occasionally bend, kneel, balance, lift under 20 lbs, walk, stand, ascend/descend stairs, drive, twist, and reach above and below shoulders.
- Frequently drive and walk for extended periods.
- Consistently work indoors in an office setting, alone or with others.
- Occasionally work outside, exposed to hot/cold temperatures, dust, fumes, chemicals, electrical hazards, and noise.
- Must wear appropriate personal protective equipment when visiting locations, as required by company safety policies.
About Us
Summit Companies, through its subsidiaries, is a full-service provider of fire detection, suppression, and security with capabilities including design, installation, testing, inspections, and maintenance. We serve customers across many verticals on a local, regional, and national scale, operating over 100 locations in more than 30 states.
Summit Companies supports trade skills and workforce development through recognized apprenticeships and on-the-job training programs. We offer professional development opportunities, encourage NICET and other career-advancing certifications, and foster a high-growth environment that values initiative, independence, diversity, and personal career growth.
Benefits
- Paid vacation and holidays.
- Medical, dental, and vision insurance.
- 401(k) plan with company match.
- Flexible spending accounts.
- Long-term and short-term disability (employer-paid).
- Additional voluntary ancillary benefits (e.g., accident and hospital indemnity, life insurance for team members and dependents).
- Employee assistance program.
- Employee referral program.
- Competitive pay and bonus opportunities.
- Extensive training and career advancement opportunities.