What are the responsibilities and job description for the A/R Acquisition Specialist position at Summit Companies?
JOB SUMMARY:
The purpose of the A/R Acquisition Specialist position is to ensure customers’ payments are collected in a timely manner for contracts, inspections, and service work for branch locations, as assigned.
ESSENTIAL JOB DUTIES:
- Perform collection efforts on specific branch locations, as assigned.
- Document communication and efforts within the ERP/CRM and internal business systems.
- Achieve set benchmarks or productivity goals, as assigned, and communicated.
- Communicate with customer by phone and email about invoices and services provided.
- Collect necessary paperwork to resolve any remittance differences.
- Timely documentation of collection efforts.
- Prepare for and attend all scheduled collection meetings.
- Work with billing staff to resolve identified billing concerns.
- Cash application back up for multiple deposits received.
- As time permits, provide project support for departmental success.
- Other duties as assigned.
QUALIFICATIONS
The qualifications listed below are representative of the elements required to perform the job successfully, however in some cases, an equivalent combination of Education, Training, Certifications and Experience may meet the job qualifications.
Education, Training, Certifications:
- Associate’s and/or bachelor’s degree in Business, Finance or similar; preferred.
Experience, Knowledge, Skill Requirements:
- 2 years relevant work experience in the construction industry or accounts receivables, preferred.
- 2 years collections experience, required.
- 2 years customer service experience, required.
Communication Skills:
- Must have the ability to effectively read, write and communicate in English with employees and customers.
- Strong interpersonal, written, and oral communication skills.
- Ability to express empathy.
Systems and Software Skills:
- 2 years ERP/CRM systems; preferred.
- Ability to operate a computer, use Microsoft Office required.
Other Qualifications:
- Valid driver’s license with acceptable driving record required.
- Occasional travel required up to 20%.
- Must be able to comply with Summit’s Drug and Alcohol Policy and Background screening requirements, which may also include customer specific requirements based on contractual agreements.
PHYSICAL & WORK ENVIRONMENT REQUIREMENTS
Reasonable accommodation may be made to enable individuals with disabilities to perform essential job duties.
Physical Requirements:
While performing the duties of this job, the employee is required to sit and stand for long periods. Employee will occasionally be required to drive, bend, kneel, balance, lift <20lb, walk, stand, ascend/descend stairs, reach above and below shoulders, stoop, and twist.
Work Environment:
Employee will consistently be required to work indoors in an office or remote setting, sit or stand for extended periods of time, and work alone and with others. The employee will be occasionally required to travel.
We are fully committed to equal opportunities for employment to all individuals regardless of race, national origin, gender, religion, sexual orientation, disability, familial status, and any other classification protected under the law. We are an Equal Opportunity, Affirmative Action employer.
While this job description is intended to be an accurate reflection of the position, management reserves the right to modify, add, or remove duties and to assign other duties as necessary.
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- Paid Vacation and Holidays
- Medical Insurance
- Dental Insurance
- Vision Insurance
- 401(k) Plan with Company Match
- Flexible Spending Accounts
- Long-Term Disability – Employer Paid
- Short-Term Disability – Employer Paid
- Additional Voluntary Ancillary Benefits such as Accident and Hospital Indemnity
- Life Insurance for Team Members and Dependents
- Employee Assistance Program
- Employee Referral Program
- We arePASSIONATEabout life safety
- We haveINTEGRITY(Do the right thing)
- We work inPARTNERSHIPwith our customers and community
- We constantly strive forOPERATIONAL EXCELLENCE(Do things right)
