Accounts Receivable Lead

• Evaluate and decide upon credit worthiness of new and existing customers through analyzing credit applications.
• Determine when a customer account should be put on a hold or turned over to outside collections.
• Communicate credit risks or bad debt information to manager upon discovery.
• Reduce outstanding/past due invoices by contacting customers to resolve disputes and payment issues.
• Work with internal departments to maintain credit on individual accounts and accelerate collection process. Enlist the efforts of sales and senior management when necessary.
• Process and post customer payments in appropriate systems.
• Reconcile A/R for proper cash application.
• Ensure unapplied credits are identified on a timely basis and cleared against outstanding receivable balances as deemed appropriate by customer.
• Record information about financial status of customer and status of collection efforts.
• Handle customer escalations from A/R associates as needed.
• Act as the primary contact regarding billing questions from internal departments and associates.
• Sort and file correspondence as appropriate.
• Work to continuously improve Billtrust portal (invoice presentment system) and implement any changes.
• On a monthly basis, run and send applicable A/R reports to Raymond Dealers and Raymond Corporate.
• Request certificates of insurance (COI’s) from insurance agent and provide to customers as requested, and provide updated COI’s in conjunction with annual insurance renewal.
• Obtain and file sales tax exemption certificates from customers.  Utilize database to track & obtain updated COI’s as needed.
• Coordinate with auditors as requested by Controller. 
• Provide A/R training and guidance to associates.
• Consistently embrace and apply Purpose 27 behaviors.

• High school diploma or equivalent required.
• 5-10 years in business-to-business collections and/or accounts receivable required.
• Strong grasp of Microsoft Office software, primarily Outlook, Excel, and Word.
• Strong 10-key and keyboarding skills.
• Experience with customer and bill presentment portals.
• GL and bankruptcy knowledge is preferred.
• Credit management certification is a plus.
• Positive attitude towards customer service with good written and verbal communication skills.
• Excellent organizational and time management skills, with attention to detail.
• Ability to prioritize and manage multiple tasks.
• Passionate about continuous improvement and process optimization.

• Competitive benefit package including medical, dental, vision, life & disability
• Company Paid Short-term disability insurance
• 401k retirement plan with company match
• Employee Discount Program
• Volunteer Time Off
• Paid Time Off
• Referral Bonus
• Fun, competitive & team-oriented company culture

Salary : $65,000 - $75,000