AR Representative III

About the role

The AR Representative III plays a critical role within the Accounts Receivable team. This role ensures timely, accurate processing and excellent service to internal and external stakeholders. Key focus areas include operational accuracy, communication, and continuous improvement.

Responsibilities

• Extensive telephone/e-mail contact with customers regarding past-due invoices
• Determine write-offs (month end and small amount)
• Make recommendations to Supervisor for collection of past due accounts
• Coincide with internal teams (Sales, Account Executive, Customer Service, and Finance) to resolve AR-related concerns
• Provide clients with invoice copies, statements, and payment confirmations upon request. Email reprinted and adjusted invoices as needed
• Enter notes in system on all invoices where appropriate
• Provide backup to other Collection Representatives and Client Forms as needed
• Research returned mail and bank correspondence (i.e., short- & over-payments)
• Maintain overall aging within department outlined KPI’s and Productivity guidelines
• Independently manage AR and escalations Payment Research and Credit validation support
• Independently lead calls at the customer level for aged receivables
• Serve as a senior Account Executive handling high-priority “hyper care” accounts and complex client scenarios
• Act as a subject matter expert (SME) for the Accounts Receivable (AR) organization
• Provide backup as needed via Snap Pay and Tableau
• Successfully maintain and exceed overall aging and KPIS Coverage as needed for Peers in team
• Specific workflows may vary depending on what team this role is assigned to.
• Other duties as assigned

Requirements

• 3+ years of Accounts Receivable, Billing, or Finance (corporate/B2B experience is a plus).
• Above average 10-key speed and accuracy
• Must be organized, detail-oriented, and project a positive and professional attitude
• Must be a flexible, team player, available to work overtime when required, work well under pressure and meet deadlines
• Proficiency in most Microsoft Excel and Outlook
• Ability to prioritize tasks, work independently, and meet deadlines
• Deadline-oriented, organized, good time management, and detail oriented
• Effective oral/written communication skills
• Flexible, team player and able to partner with all levels of management
• Able to assist with others AR independently

Benefits

At HALO, we offer benefits that support all aspects of your life, helping you find a work-life balance that’s right for you. Our comprehensive benefits include nationwide coverage for Medical, Dental, Vision, Life, and Disability insurance, along with additional Voluntary Benefits. Prepare for your financial future with our 401(k) Retirement Savings Plan, Health Savings Accounts (HSA), and Flexible Spending Accounts (FSA).

Pay

The estimated salary range for this position is between $18.00 - $23.00 hourly. Please note that this pay range serves as a general guideline and reflects a broad spectrum of labor markets across the US. While it is uncommon for candidates to be hired at or near the top of the range, compensation decisions are influenced by various factors. At HALO, these include, but are not limited to, the scope and responsibilities of the role, the candidate's work experience, location, education and training, key skills, internal equity, external market data, and broader market and business considerations.

Schedule

HALO offers flexible schedules that help you find a balance between professional and personal demands. We believe that supporting our customers is the priority and trust that you and your manager will find a schedule to achieve that priority.