Accounts Receivable Credit and Collections Specialist - Remote

Overview

This Accounts Receivable (AR) Credit Specialist role focuses on helping customers pay more quickly by collecting aged receivables and applying a consistent credit policy. The position involves daily credit reviews for existing customers and assessing the creditworthiness of potential customers. The specialist will maintain a pleasant, respectful approach with both internal and external customers and act as a representative of the Accounts Receivable team.

Responsibilities

• Track and resolve outstanding payment issues; report monthly collections in a timely manner.
• Provide customer service related to collection issues, including processing customer refunds.
• Review and process account adjustments; resolve client discrepancies and short payments.
• Monitor and maintain customer accounts, including customer calls, customer reconciliations, small balance write-offs, customer deductions, and processing credit memos.
• Coordinate with internal departments (including Cash Application, Sales Tax, Customer Service, and other teams) to effectively reconcile accounts as required.
• Partner with sales and senior management as needed to accelerate the collection process.
• Maintain open communication and provide timely follow-up with the sales department regarding customer accounts.
• Manage customers in the credit hold queue.
• Maintain customer credit files.
• Respond to requests for credit references.
• Recommend changes to credit policy to senior management.
• Monitor account creditworthiness and review findings with management as required.
• Support Accounts Receivable with other assigned tasks and ad hoc duties.
• Participate in daily huddles, as well as weekly and monthly meetings to discuss and resolve A/R-related issues.
• Participate in AR-related projects, including Avalara & Bill Trust.
• Meet department goals and activity metrics.

People Leadership / Time & Attendance (Department Support)

• Review direct reports’ timecards to ensure time is accurately recorded and complete.
• Approve employee timecards at the end of each period, prior to the supervisor deadline.
• Work with employees to resolve timekeeping errors (e.g., missing punches, adjustments).
• Review and approve PTO requests.

Requirements

• None listed in the provided description.

Preferred Qualifications

• Key Performance Measures: Days Sales Outstanding (DSO), Electronic Billing % $, Electronic Payments %, Bad Debt Write-off %, Improvements Implemented.