Account receivable specialist

Job Summary : Responsible for executing accounts receivable duties within an assigned group of Sales Partners, including the collection of past due invoices and addressing challenges hindering payment from customers.

Essential Functions :

• Provide customer and sales partner service, resolving payment collection challenges.
• Respond to inquiries from customers and sales partners, and communicate regarding unpaid accounts.
• Maintain detailed account notes in A / R Automation related to invoice collection.
• Report on past-due accounts / invoices to management upon request.
• Review account notes for unpaid invoices following established collection procedures.
• Manage a special exception listing for sales partner / customer matters outside standard collection procedures.
• Prepare statements and special letters upon customer / sales partner request.
• Generate collection letters and make calls to address overdue balances.
• Determine adjustments or write-offs within authority through A / R maintenance.
• Prepare credit memos for proposed adjustments and perform related data entry.
• Complete requests for credits and rebills, maintaining detailed account notes.
• Accept credit card payments via phone and issue receipts.
• Research payment disputes to ensure proper application per guidelines.
• Coordinate with Finance to verify customer tax-exempt information.
• Issue revised invoices and credit notes, acknowledge payments.
• Research unidentified checks, handle overpayments, and process refund check requests.
• Outline detailed actions taken and provide a plan for collecting outstanding balances.
• Collaborate with Credit & Collections Manager and Assistant Manager to adjust / write off balances.
• Discuss with Credit & Collections Manager & Assistant Manager regarding accounts needing collection.
• Adjust sales partner commissions based on factors affecting order value reduction.
• Perform other related duties as assigned.

Education and Experience :

• Specialized knowledge of credit and collection procedures.
• One to two years of customer relations and / or collection experience, preferably with accounting experience.
• Experience with SAP preferred

Competencies / Skills :

• Proficiency in basic Microsoft Office tools.
• Strong oral and written communication skills.
• Effective customer relations skills.

Physical, Mental and Environmental Requirements :

• Prolonged periods of deskwork and computer use.
• Ability to concentrate for extended periods and manage multiple tasks effectively.
• Work primarily indoors in a typical office environment, utilizing standard office equipment.
• Interaction with team members and customers in person, via phone, or email.

Certification Requirement : Industry certification at the CAS (Certified Advertising Specialist) level.

Supervisor Responsibilities : None

PI255026022

Last updated : 2024-11-17