About the job Accounts Receivable Specialist
Our US Partner has extensive experience in servicing customers of a wide range of plumbing issues along with their inventory of high-quality service parts whether it's commercial plumbing, residential plumbing, or our industrial clients.
As an Accounts Receivable Specialist, you will handle invoicing, payments, collections, and account reconciliation to ensure accurate transactions. Youll process payments, manage reports, and assist customers with billing inquiries while improving AR processes.
This is a full-time role on a US shift and on a work-from-home setup.
If you have the right skill set, this may be your opportunity to enter this fast-growing organization.
DUTIES AND RESPONSIBILITIES:
Invoice Management:
Prepare and send customer invoices accurately and promptly.
Monitor and follow up on outstanding invoices to ensure timely payment.
Resolve any billing issues or discrepancies with clients in a professional manner.
Payment Processing:
Apply payments received to customer accounts in QuickBooks (QB) and Service Fusion.
Reconcile payments and adjust accounts to reflect accurate balances.
Process credit card payments, ACH, checks, and other forms of payment.
Collections:
Proactively contact clients regarding overdue accounts to collect payments.
Negotiate payment terms when needed and maintain effective communication to ensure timely payments.
Maintain detailed records of collection efforts and payment arrangements.
Reporting & Reconciliation:
Prepare and provide regular reports on aging accounts and payment status to management.
Perform monthly reconciliations of accounts receivable records to ensure accuracy.
Assist in month-end and year-end closing processes related to accounts receivable.
Customer Service:
Provide excellent customer service by answering client inquiries regarding billing and payments.
Work closely with the sales and customer service teams to ensure smooth processes and resolution of billing issues.
System Management & Improvement:
Utilize QuickBooks (QB) and Service Fusion to manage accounts receivable data.
Assist in streamlining the accounts receivable process and implementing improvements for efficiency.
QUALIFICATIONS:
Minimum of 3 years of experience in an accounts receivable role or similar financial position.
Proficiency in QuickBooks (QB) is required.
Experience with Service Fusion or similar CRM and accounting software is preferred. However, we are willing to train the right candidate.
Strong knowledge of accounts receivable functions, billing, and collections processes.
Excellent attention to detail with the ability to handle large volumes of data.
Ability to communicate effectively with clients and internal teams.
Proficient in Microsoft Excel and other office software.