Customer Accounts Specialist

Key Responsibilities

• Handle customer inquiries regarding shortages, damages, incorrect shipments, and order status issues.
• Place orders for customers.
• Enter and update customer orders, including changes or special requests.
• Work with freight carriers and FedEx to resolve lost or damaged shipments.
• Issue call tags and coordinate product returns.
• Maintain customer files and assist with periodic file purging.

Collections

• Manage a portfolio of customer accounts for past-due and current invoices.
• Contact customers via phone and email with payment reminders and account updates.
• Review and update customer account information to ensure accuracy.
• Track and document collection activities in spreadsheets and internal systems.
• Work with customers to review accounts and resolve payment discrepancies.

Accounts Receivable

• Process credit card payments on account and order levels.
• Post payments accurately and reconcile accounts.
• Ability to review account credits, payments, and discounts on file to determine posting strategy if remittance is not provided.
• Issue credits and adjustments as needed.
• Absorb responsibility for maintaining accurate accounts receivable records.
• Ability to review accounts throughout multiple systems and reconcile accordingly.
• Ability to extract system information and format into a spreadsheet to send to customers, reps, and corporate levels.
• Reach out to customers for credit card processing information on customer and order levels - this will include inbound calls for payment as well.

Qualifications

• Previous experience in accounts receivables, customer service, and collections is preferred.
• Strong communication and problem-solving skills.
• Ability to manage multiple tasks.
• Proficiency with Microsoft Office (Excel, Outlook, Word) and ability to learn internal systems.
• Detail-oriented with strong organizational skills.
• Team player with a customer-first mindset.