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The Customer Financial Services Representative position will be responsible for any or all combinations of the following: Manage assigned accounts and reduce accounts receivable balances by working with customers and the sales team. Recording customer payments, ensure payments are processed timely and within department standards and auditing guidelines. Sales tax certificate setup, validation and maintenance for new or existing customers.
Job Responsibility:
Manage assigned accounts and reduce accounts receivable balances by working with customers and the sales team
Recording customer payments, ensure payments are processed timely and within department standards and auditing guidelines
Sales tax certificate setup, validation and maintenance for new or existing customers
Product Data Setup Functions
Manage the sales tax certificates email box
Create and update product data templates in ecommerce system
Ensure accuracy and completeness of core product attributes such as SKUs, descriptions, dimensions, weights, country of origin, pricing and images
Support product data setup activities under guidance from internal and external teams
Ensure required product attributes and documentation are completed in a timely manner
Assist with change requests and version updates related to customer product data needs
Assist with pricing validation against approved price lists (List, MAP, MSRP, customer-specific pricing as applicable)
Identify and report pricing discrepancies or inconsistencies to supervisor
Respond to data-related requests from internal and external teams
Participate in cross-functional meetings as needed
Support ad hoc reporting requests related to product and pricing data
Requirements:
Requires knowledge of accounting principles, credit and collection policies and procedures, and credit risk
Strong problem solving, interpersonal, and financial analysis skills
Goal oriented, motivated self-starter, with excellent organizational skills and the ability to handle multiple tasks
Excellent oral, written, and presentation skills with the ability to deal tactfully, confidently, and ethically with both internal and external customers required
Strong PC skills and Excel, and experience with other Microsoft Office products: Word, PowerPoint, Outlook, etc.
Associate Degree in Finance, Accounting, or related field
Directly related experience in finance or accounting and in progressively responsible positions desirable
In lieu of degree, 3-5 years of related experience that yields equivalent level of knowledge, skills, and experience