A/R & Agreement Analyst - Portland, OR or Boise, ID

Cook Solutions Group, listed as a 100 Best Companies to Work for, is looking for a Full-Time Agreement & Account Analyst with excellent customer service, communication, and time management skills, a professional attitude and appearance, and the ability to integrate into our "We Make It Happen!" culture.

Location: Portland, OR or Boise, ID

Pay: $50K - $55K year

What you’ll do:

Our Agreement & Account Analysts are responsible for coordinating the proposals and renewals for all service agreements across all business lines for designated centers and follows these agreements through to invoicing and submission to the customers. Works with customers and account managers to keep accounts receivable current and report back any service or invoicing issue to respective departments.

Duties and Responsibilities:

1. Provides new service agreement pricing to account managers for new proposals for all business lines.
2. Receives back signed agreements and customer authorization for service agreements and ensures accuracy of filling information.
3. Participates in new customer welcome calls and ensures accuracy of customer set up in Dynamics and proper billing and agreement breakdown. Sets customer’s up in Dynamics accordingly.
4. Enters in new service agreements for billing and creates PMs in Dynamics based on customer’s needs and demands. Communicates PM information to PM Manager and service manager where applicable.
5. Tracks and maintains the status of agreements for your assigned centers to ensure that we renew these timely and provide the necessary information to our customers in accordance with their contracts.
6. Calculates and analyzes agreement profitability for service agreements and customers in your center. Re-prices all service agreements 60 days prior to renewal and provide either directly to customer after manager review or to CSG account manager for delivery.
7. Enters renewal information for service agreements into Dynamics, creates invoice proposals and submits these invoices to the customer based on their specific demands.
8. Every month process through invoice proposals and generate invoices related to agreements that are in process and not billed annually in advance.
9. Responds to mid-term/mid-year agreement adjustments based on installations that have occurred or customer downsizing and/or acquisition. Handles these changes with the account manager and updates Dynamics accordingly. Submits credits or invoices to the customer.
10. Performs weekly review of customer’s account receivable balances. If customer has past due balances, submits these directly to customers. Also, follows up with customer on outstanding credits or payments so these can be applied or returned timely.
11. Works with Managed Services for monitoring rollouts and RVS agreements
12. Prepare and provides monthly report of past due accounts for Senior Management and the GM of respective center. Uses this report to assist in calculating the allowance for doubtful accounts for each center.
13. Responds to customer and account manager inquiries related to billing questions.
14. Performs other assigned job duties as applicable, including but not limited to certain accounting responsibilities such as deposits, payroll related functions, etc.

What you’ll bring:

Education/Experience:

Bachelor’s degree from accredited college or university is preferred; 2-4 years related experience
and/or training; or equivalent combination of education and experience. Strong attention to detail, time management and ability to multi-task. Strong computer skills with MS Office Suite knowledge.

Benefits

Cook Solutions Group (CSG) provides our employees with the most comprehensive benefits program to enhance their quality of life. CSG employees enjoy competitive salaries; CSG pays 90% of the PPO insurance premium for the employee; 100% for a high deductible plan, and 50% for the dependents. Both plans have reasonable deductible levels and co-pay amounts; a 401(k)-retirement match; Paid Time Off (PTO); 8 paid holidays per year; 16 hours of Paid Time Off a year for volunteer time through the Cook Career Builders program; Technician benefits that include commute time, company vehicle and gas card, quarterly bonus program, tuition reimbursement and much more!

Why work at Cook Solutions Group?

We know our employees are what make our business succeed. That’s why we’ve cultivated a casual, upbeat environment that enhances productivity, satisfaction, and retention. We strive to provide the best, most equitable and cost-effective benefits for employees. New employees become eligible for benefits on the first of the month following the 60-day day waiting period who work a minimum of 30 hours per week.

Our employees are encouraged to take advantage of flexible scheduling, maintain a healthy work-life balance, and volunteer in their communities through our Cook Community Builders program.

Equal Opportunity

Cook Solutions Group is committed to equal employment opportunity. We will not discriminate against employees or applicants for employment on any legally recognized basis [“protected class”] including, but not limited to race; color; religion; genetic information; national origin; sex; pregnancy, childbirth, or related medical conditions; age; disability; citizenship status; uniform service member status; or any other protected class under federal, state, or local law.

Salary : $50,000 - $55,000