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The Accounts Receivable (AR) Specialist I is responsible for maintaining client & vendor accounts & aged receivables. This role will be designated to provide phone support.
Job Responsibility:
Provide phone support, including handling inbound and outbound calls, responding to inquiries, and delivering timely, professional assistance for receivables
Review and process daily client invoices and process monthly client statements
Process new account setups, prepare customer account applications for approval, and escalate if over $10K
Process account corrections, adjustments, write-offs under $250, and customer satisfaction credits
Manage refund requests, release orders/services based on client account status or work with the client directly to satisfy account issues
Respond to internal and external client inquiries via AR inbox, email, phone, ACD call, fax, and/or mail
Create custom invoices and compile spreadsheets for clients monthly or as requested
Assist with RFP requests & CRM entries and maintain margin targets as directed in collaboration with Sales Representatives
Reconcile account balances to support custom invoices, or as requested
Perform sales support activities transparent to the client including, but not limited, to product inquiry, order status, and invoice inquiry
Provide account leadership on an independent basis including coordination of internal analytical, strategy and technical resources, to deliver on client's needs and expectations, while creating a mutually beneficial partnership
Manage equipment/contract changes that impact the custom invoice process
Accurately maintain documentation and comply with administrative procedures in a timely basis to include time entry
Act in accordance with the policies and procedures as set forth in the Employee Handbook
Perform other related duties as assigned
Requirements:
Two years of experience in A/R or accounting role
Phone support experience
Proficiency with business collaboration tools such as MS Office applications, Outlook, and company specific programs
Excellent communication skills and customer service with internal and external clients
Enthusiastic, dedicated to the challenge of helping other people
Demonstrates attention to detail
Strong ability to exercise independent judgement
Self-starter with the ability to perform with little or no direct supervision
Excellent organizational and time/task management skills with the ability to prioritize tasks and work within a defined timeline and to operate with changing priorities
Function collaboratively as part of a fast-paced, client orientated team
What we offer:
Competitive compensation and benefits package
HMO coverage starting on Day 1 with free dependent coverage
De minimis and allowances
Paid time offs
Company-provided work setup (laptop, monitor, accessories)