Accounts Receivable Credit and Collections Specialist - Remote

Overview

The AR Credit Specialist works with customers to accelerate payment of aged receivables and to apply a consistent credit policy. Daily credit reviews of existing customers and assessments of the creditworthiness of potential customers are expected. This role requires a pleasant, respectful approach with both internal and external customers.

Responsibilities

• Track and resolve outstanding payment issues and report monthly collections in a timely manner
• Provide customer service related to collection issues, including processing customer refunds and reviewing/processing account adjustments
• Resolve client discrepancies and short payments
• Monitor and maintain customer accounts, including customer calls, account adjustments, small balance write-offs, customer deductions, customer reconciliations, and processing credit memos
• Coordinate with the Cash Application team, Sales Tax Department, Customer Service, and other internal departments to reconcile accounts
• Escalate to sales and senior management when necessary to accelerate collections
• Maintain open communication with the sales department regarding customer accounts on a timely basis
• Manage customers in the credit hold queue
• Maintain customer credit files
• Respond to requests for credit references
• Recommend changes in the credit policy to senior management
• Monitor customer creditworthiness and review with management as required
• 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 defined department goals and activity metrics
• Review direct reports’ timecards to ensure time is accurately recorded and complete
• Approve employee timecards at the end of each period, prior to supervisor deadline
• Work with employees to resolve timekeeping errors (missing punches, adjustments, etc.)
• Review and approve PTO requests
• Perform other assigned tasks and ad hoc duties supporting the Accounts Receivable Department

Requirements

Preferred Qualifications

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

Compensation & Benefits

• $52–56k, depending on experience