Overview
A finance team within a business-to-business organization is seeking a Specialist Accounts Receivable to support financial health and maintain positive customer relationships. This role involves managing open accounts receivable, resolving billing and payment issues, researching discrepancies, and collaborating with customers and internal teams to ensure timely payment resolution. It is suited for an organized, customer-focused professional who enjoys detailed financial work and problem solving.
Responsibilities
- Collect cash for open accounts receivable and follow up regularly with customers until payment is received.
- Research accounts receivable issues, reconcile payment remittances, and resolve billing or account discrepancies promptly.
- Minimize bad debt write-offs and maximize cash receipts while maintaining a professional, customer-focused approach.
- Adhere to accounts receivable strategies and complete tasks such as on-account cash, escalations, credit review, and related work within expected service level agreements (SLAs).
- Lead conference calls to resolve past-due issues and communicate effectively with customer accounts payable supervisors, managers, and directors.
- Perform root cause analysis on customer issues and identify opportunities for process improvement.
- Negotiate significantly past-due balances through payment plans or settlement processes when appropriate.
- Summarize and present findings from account reconciliations to customers and internal teams including Sales, Customer Setup, and Contract Gateway.
- Provide internal and external customers with ad hoc reporting, statements, and account information as needed.
- Escalate problems or concerns to the Team Lead when additional support or resolution is required.
Requirements
- Minimum 2 years of relevant experience in accounts receivable, billing, general accounting support, customer service, or related business functions.
- At least 1 year of experience using Microsoft Excel, Word, and Outlook.
- At least 1 year of experience with data entry or processing in financial or enterprise systems such as SAP, Oracle, QuickBooks, or similar platforms.
- Strong attention to detail and accuracy in data entry, financial recordkeeping, and account documentation.
- Excellent verbal and written communication skills for customer interactions and internal collaboration.
- Professionalism and customer service orientation with the ability to balance collection goals and positive customer relationships.
- Effective time management skills to meet deadlines and follow structured processes consistently.
- Team-oriented mindset with willingness to learn, adapt, and take direction in a fast-paced receivables environment.
- Problem-solving skills for routine billing questions, account discrepancies, and payment resolution follow-up.
Preferred Qualifications
- Associate degree or coursework in Accounting, Finance, or Business Administration.
- Experience using ERP systems for financial transactions such as SAP or Oracle.
- Prior experience in a high-volume billing, collections, or receivables environment.
- Exposure to customer service or support roles in finance-related functions.
- Knowledge of basic collections practices or cash application processes.
Compensation & Benefits
- Flexible paid time off (14 days) and 7 observed paid holidays.
- Company match 401(k) retirement plan.
- Physical and mental health wellness programs.
- Online and retail discounts.
Location
Not specified.