Accounts Receivable Specialist

Key Responsibilities

• Resolve past due and disputed items timely, maintaining customer relationships, meeting the team’s metrics consistently. 
• Collaborate with customers, sales teams, and management to address various issues.
• Drive relationship excellence with customers, sales teams, and various stakeholders.
• Analyze information to determine the appropriate course of action.
• Ability to review and make decisions within ambiguous tasks. 
• Mitigate customer risk through effective questioning, credit review, and setting appropriate credit limits.
• Ensure compliance with both internal and external controls.
• Adhere to and enforce policies and procedures to support organizational and Credit & Receivables requirements.
• Exercise judgment and initiative in resolving minor to moderately complex customer issues.
• Handling large quantity of customer portfolio account management, 400+ accounts / $7-$15M.
• Support supervisor administrative tasks
• Engage in other related duties as required or requested.

Requirements

• 3-5 years of experience in a similar role
• Proficiency in Microsoft Excel, Word, Teams, Outlook, and PowerPoint.
• High level of organizational and prioritization skills, with proven ability to implement as applicable towards job duties. A specialist III should be able to set prioritized agendas for their accounts on a regular basis. They should also be able to keep their account information organized and transparent amongst the team, which entails a high level of attention to detail.
• Ability to self-lead, lead by example, and motivate others.
• Proficiency in collections activities, including phone and email communication with customers, reconciling accounts, applying credits, and issuing refunds.
• Ability to reconcile data and research billing issues.
• Experience in working closely with sales teams, and comfortable participating in monthly meetings with sales and leadership.
• Knowledge in credit risk assessment, running credit reports, and establishing payment terms for new clients.
• Ability to conduct credit reviews for existing customers and consider credit increases.
• Research and apply new technologies and automation in work processes.
• Strong problem-solving skills, with the ability to work independently and think outside the box, especially in resolving invoicing      issues.
• Collaborative skills to work effectively with the customer service team.

Proficiency in Excel and Microsoft Office Suite