Accounts Receivable Specialist

Our US Partner has an 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.

This is a full-time role, on a US shift and on a WFH set-up.

If you have the right skill set, this may be your opportunity to enter this fast- growing organization.

Key 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.

Requirements:

• Experience:
• 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.