What are the responsibilities and job description for the Accounts Receivable - Market Analyst position at Valpak?
Description
Position Summary: The Accounts Receivable – Market Analyst is led by their respective Market Team Lead and reports to the Senior Manager, Accounts Receivable & Revenue. This position is accountable for their portfolio of accounts, using provided dashboards, reports and other resources with the sole purpose of driving cash flow and increasing efficiencies. They will respond and resolve client and sales partner issues and concerns and communicate effectively to varied audiences.
Key Duties / Responsibilities
Education & Knowledge:
Position Summary: The Accounts Receivable – Market Analyst is led by their respective Market Team Lead and reports to the Senior Manager, Accounts Receivable & Revenue. This position is accountable for their portfolio of accounts, using provided dashboards, reports and other resources with the sole purpose of driving cash flow and increasing efficiencies. They will respond and resolve client and sales partner issues and concerns and communicate effectively to varied audiences.
Key Duties / Responsibilities
- Responsible for sales representatives and customers to make arrangements for payment, payment plans, and sending accounts to collections.
- Communicates with customers regarding discrepancies in charges, payments, credits, and researches any disputed items.
- Daily communication with sales representatives and production teams regarding potential holds or delays for print.
- Monitor and maintain payment schedules when notified of changed orders.
- Respond to customer and field requests to obtain payment and payment methods.
- Regular review of unallocated payments, credits, and debits.
- Complete account reconciliations.
- Submit and follow up on money moves, credits, & refunds within assigned accounts.
- Follow up on balances 30 days and older.
- Escalate final notice accounts to Bad Debt Specialist
- Assist with training as assigned, including onboarding for new employees.
- Assist in related work, additional duties, or projects as needed or required.
Education & Knowledge:
- Prior knowledge of Salesforce CRM & CPQ preferred. Basic skills in Microsoft Office Applications, with a focus on Excel. Basic skills in Adobe Acrobat.
- Basic to advanced math skills
- College experience preferred, with a focus on accounting, business administration or finance. Commensurate hands on work experience considered.
- 1-2 years account management or collections experience
- Attention to detail with the responsibility for the quality and content of financial data.
- Ability to set priorities; well-organized and inquisitive nature to support sound decision making.
- Excellent communication and relationship building skills with an ability to negotiate and work with a variety of internal and external stakeholders.
- Ability to maintain confidentiality
- Professional written and verbal communications skills.
- Ability to work independently and within a team atmosphere
