The Senior Accounts Receivable Specialist trains and acts as a mentor to less experienced team members. As a senior member of the team, this position reviews escalated issues, collaborates with the extended team, assists in resolving issues and makes recommendations for improvements. Complex issues are forwarded to the Accounts Receivable Supervisor, Credit or Collections Manager or Controller as appropriate.
Duties and Responsibilities
Each member of the Accounts Receivable team cross trains on all team functions to ensure adequate knowledge and timely processing of these mission critical tasks.
Monitor incoming requests and respond promptly to ensure great customer service
Trains and acts as a mentor to less experienced team members
Participates in cash application process and processing customer payments
Coordinates order release and approval activity for orders on credit hold
Assist with credit checks and hold release activity to ensure alignment with company goals
Coordinate customer credit changes with the Credit Manager
Contact Accounts Receivable Supervisor regarding unclear payments on account and short pays
Research and recommend initial credit lines
Analyze and inform sales, district sales manager, and credit & collections manager of credit risks
Partner with sales team and customer service representatives to resolve disputes
Research credits and communicate to the customer through the Accounts Receivable Supervisor
Communicate bad debt write-off recommendations and approvals to management
Maintain accurate records about the customer payment status
Maintain accurate customer accounts and Customer Master data
Maintain accurate Accounts Receivable and sales tax status
Communicate with Sales & Accounts Receivable Supervisor on top outstanding accounts
Minimize bad debt write offs by collaborating with collections team for timely collection activity
Ensure company objectives for DSO targets are met through customer account management
Other duties as assigned including Accounts Receivable reporting
Knowledge, Skills and Abilities
Knowledge of Microsoft Excel & word proficiency, data entry, data retrieval, problem solving
Knowledge of standard accounts receivable policies, processes and practices
Analytical skills to assist review and manage complex or diverse information
Ability to multi-task in a fast paced environment, working under tight deadlines and prioritize responsibilities
Problem solving skills to identify and resolve problems in a timely manner; develop alternative solutions and work well in a team environment
Customer Service - Manages difficult or emotional customer situations; responds promptly to customer needs; solicits customer feedback to improve service; responds to requests for service and assistance; meets commitments
Professionalism - Approaches others in a tactful manner; reacts well under pressure; treats others with respect and consideration regardless of their status or position; accepts responsibility for own actions; follows through on commitments
Quality - Demonstrates accuracy and thoroughness; looks for ways to improve and promote quality; applies feedback to improve performance; monitors own work to ensure quality; detail-oriented.
Office skills through education, training and experience, including, but not limited to PC, must have good communication (verbal and written) skills
Education and Experience
Associate degree preferred- Business Admin, Accounting, Finance
In the alternative, at least 5 years of related experience
Familiarity with credit procedures (i.e. Dun and Bradstreet, CreditSafe, Third Party Collections, etc.)
Must possess excellent organization and communication skills; high attention to detail; ability to work with all levels of management; reconcile values and work independently and across teams.
