Job Description
Summary: The Accounts Receivable Specialist III will communicate with previous clients and customers to request and collect payment and arrange payment plans. They will be highly engaged with customers to obtain information and payment and with internal team members to explain customers' payments plan/status.
Duties and Responsibilities:
* Primary function is to interact with customers to collect money; liquidate working capital in an efficient manner.
* Develop relationships with customers to determine and address what they need to execute a payment to secure a payment.
* When/as collecting money from customers, request appropriate remittance details and forward to cash team so that they can apply cash correctly.
* Leverage cross functional relationships to provide answers to customers and/or internal stakeholders on the status of orders, payments, pricing, credit, etc.
* May perform some cash applications duties to ensure that money gets in the bank (e.g., taking credit card payment when open invoices and hasn't been paid).
* Explain to internal customers (e.g., salesperson) why an order can't ship, why they can't reach customer, reasons for lack of payment.
* Provide next steps/brief answers to driver, KAR, customer, and sales team calls/questions/web inquiries (e.g., terms, pricing, credits available)
* Work collaboratively with other internal team members and customers as needed to obtain required information from and share results with appropriate stakeholders.
Required Skills & Experience
Must Haves:
* High School Degree
* 2+ years of experience working in a B2B AR or collections role
* 1-3+ years of experience in the mass merchandiser/ national chain space (grocery/ pharmacy/etc.)
* Experience researching to see why customer books do not align
* Experience building relationships with customers throughout their AR career
* Excel
* Accounting software, preferably oracle
Nice to Have Skills & Experience
Preferred:
* Associates Degree or higher
* Background knowledge in Oracle, 9ci, Salesforce, Experian, Fintech, Icontol, or CCSSA.
Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.