What are the responsibilities and job description for the AR Specialist position at Baker & Taylor?
Job Details
Job Location: Baker and Taylor Corporate - Charlotte, NC
Position Type: Full Time
Salary Range: Undisclosed
Job Category: Accounting
Description
Position Summary
The Accounts Receivable Specialist role is responsible for the customer support and collections aspects of their assigned AR portfolio and tasks. The role is charged with communicating with customers and business partners to resolve Accounts Receivables issues in terms of disputes, delinquent accounts, and questions on accounts to secure timely payments based on customer terms.
Essential Duties and Responsibilities (The following statements describe the general nature of work being performed in this job. They are not intended to be an exhaustive list of all duties. Additional responsibilities may be assigned by management):
- Take in-bound calls, standard mail, and electronic communications from customers regarding payments or account related questions.
- Make outbound calls and emails to delinquent accounts according to our collections workflow procedures.
- Responsible for answering customer inquiries pertaining to invoices, discrepancies, statement copies, etc. Verifies account discrepancies by obtaining and investigating information from sales, customer service department, shipping, and customers.
- Completes account reconciliations with a customer-focused approach to help resolve discrepancies with customers.
- Responsible for submitting transaction clear requests, refund requests, adjustment requests, etc. based on customer interaction, business partner requests, and managing your portfolio.
- Reviews status of past due accounts and KPI measurements on a regular basis with leadership and notifies leadership of AR risks
- Verifies account discrepancies by obtaining and investigating information from sales, customer service department, shipping, and customers.
- Performs other duties as assigned by leadership.
Supervisory Responsibilities
- This job has no supervisory responsibilities
Qualifications
Qualifications
- High School Diploma required, Associates or Bachelors degree in Business related field preferred.
- 2 years relevant experience in accounts receivable or combination of experience and education.
- Proficient in all Microsoft Office programs; especially excel, word, outlook
- Strong verbal, written, and interpersonal communication skills
- Highly motivated, proactive, and organized with the ability to manage time, prioritize work, and manage tasks effectively.
- Ability to function well within a cross-functional team setting and independently.
- Must be able to work well under pressure and manage multiple demands at one time
