What are the responsibilities and job description for the Accounting Clerk position at DTPM Inc?
Job Description
Provides support to the Accounting Manager by responding to basic client inquiries and performing other clerical tasks related to maintaining the accounts receivable records. Performs any other job duties, projects, etc. as assigned by manager or supervisor.
Responsibilities
Customer Service
- Develop a business relationship with the customers.
- Respond to questions pertaining to their invoices.
- Create an action for questions that need assistance to be addressed.
- Work closely with the Accounting Manager to provide the customer with appropriate answer.
New Account Setup
- Set up new customer accounts as needed.
- Ensure the billing details are listed on the customer’s home page.
- Ensure the account posts with correct information to various software platforms.
Billing – Monthly Cost Per Reportable
- Work with Accounts Receivable Clerk to bill customers at the beginning of each month.
- Retrieve customer testing totals.
- Access customer billing details, check the pricing grid and review agreements to create invoices.
- Create monthly invoices and attach testing totals.
- Check all invoices for accuracy.
- Send invoices to customers.
Billing – Reagent Rentals and Service Agreements
- Invoice customers for lease and service agreements.
- Review customer agreements to ensure proper invoice frequency and amount.
Qualifications
- 3 years experience in a similar role
- Competency with QuickBooks, Bill.com, and other accounting software required.
- Must have basic data entry skills, PC proficiency, and accounting knowledge.
- General math and calculation skills, attention to detail, and thoroughness are necessary.
- Must have good listening and communication skills and work well with others as a team player.
Software
- Podio
- QuickBooks
- Bill & Pay
- Fishbowl
- Authorize.net
- USAePay
- Payment Depot
