What are the responsibilities and job description for the AR Specialist position at DOCUmation?
Position: AR Specialist
Department: Administration
Reports To: Accounting Supervisor
Salary Grade: DOE
FLSA Status: Full Time | Non-Exempt |Hourly
Location: San Antonio, TX
Company Overview
DOCUmation is a family-owned technology solutions company that provides IT, print, and software-managed services to businesses and other organizations throughout Texas. Headquartered in San Antonio, TX, our company has been serving customers for more than 30 years.
Description
The AR Specialist will oversee cash application and perform fixed asset reconciliations as needed. This role requires strong proficiency in computer systems, Excel, and communication, along with a high level of accuracy and the ability to multitask effectively.
Responsibilities
- Process and apply customer payments accurately, ensuring proper allocation to outstanding invoices.
- Assist with fixed asset tracking and reconciliation as needed, ensuring accuracy in financial records.
- Prepare, process, and document debit and credit memos in accordance with company policies.
- Develop, test, and maintain Standard Operating Procedures (SOPs) for AR functions to enhance efficiency and compliance.
- Proactively communicate with customers to resolve past-due accounts, discrepancies, or payment issues in a professional manner.
- Generate reports related to AR activity, payment trends, and outstanding balances to support decision-making.
- Work closely with internal teams, including accounting and sales, to address AR-related concerns and contribute to departmental initiatives.
Experience & Required Skills
- One to two years of receivables experience preferred.
- Phone and E-mail Etiquette
- Internal Customer Service Skills
- Attention to detail
- Data Entry
- Ability to Work with Minimal Supervision
- Clean/Professional Appearance
- Must be able to demonstrate proficiency with the following products and technology:
- Outlook, Excel, and other Microsoft applications –
- Experience with E-Automate is helpful
- Ability to control computer and 10-Key
- Ability to comprehend printed and electronic documents
Education & Certification
- Minimum: High School Diploma or GED.
Physical Requirements
- Manual dexterity and sitting for extended periods
- Occasional bending, stooping, kneeling, reaching, and crouching.
- Visual acuity to read printed and electronic documents
Benefits
- Generous Paid Time Off (PTO) policy.
- Parental and caregiver leave.
- Tuition reimbursement.
- Quarterly bonuses for eligible positions.
- Paid holidays.
- 401(k) plan with employer match.
- Free employee-only health insurance.
- Paid Volunteer Time Off (VTO)
- Pre-paid legal coverage available
- FSA and HSA options
DOCUmation is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender, gender identity, national origin, disability, or protected veteran status.
