Customer Financial Services Representative

• 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
• Work individually and as a team member to achieve set collection goals and objectives
• Analyze customer account to determine best solution to resolve invoicing issues and document resolution
• Initiate calls to customers to secure payment for past due balances and negotiate payment plans
• Process customer credit card payments
• Follow Standard Work Schedule
• Utilize Customer Relationship Management system (CRM) to verify and update account information
• Document, track and resolve customer issues and complaints
• Collaborate with all internal departments
• Accurately apply/post credits and debits, deductions to invoices, cases and incoming remittances
• Apply all payments before end of business each day
• Communicate with internal and external customers to insure proper posting
• Analyze customer accounts for discrepancies and contact customers to resolve
• Work on cash on account
• Complete daily and monthly reconciliation and end of Month balancing
• Maintain established deductions codes
• Identify and resolve payment discrepancies and record cases in CRM
• Escalate cases to management
• Manage the sales tax certificates email box
• Receive and validate incoming sales tax certificates
• Manage expiring sales tax certificates by contacting customers
• Communicate internally and externally regarding sales tax certificate issues
• Act as first contact for sales tax certificate questions
• Generate and distribute expiration reports
• Utilize CRM to create templates for expired certificate requests
• Complete cases assigned to cash application queue
• Act as backup for cash application team
• Act as backup for Account Setup role
• Act as backup for the phone queue

• 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
• Strong PC skills and Excel, and experience with other Microsoft Office products: Word, PowerPoint, Outlook, etc.
• Associate Degree in Finance, Accounting, or related field
• In lieu of degree, 3-5 years of related experience that yields equivalent level of knowledge, skills, and experience

Directly related experience in finance or accounting and in progressively responsible positions desirable