Schedule: Hybrid, however, only onsite 3x/month. Rotating shifts every two weeks of either 7am - 3:30pm CST or 8:30am - 5pm CST (M-F).
Pay: $50-$53K + quarterly bonuses
Position Overview
We are seeking a versatile professional to provide comprehensive support and services with a primary focus on accounts receivable activities. In this role, you will also assist the sales team and customers by managing all aspects of the customer lifecycle, including pre-sales inquiries, order management, collections, and invoice payments. You will address both inbound and outbound communications, leveraging your customer service skills, expertise, and resources to deliver exceptional results.
Key Responsibilities
Respond promptly to inbound calls and emails, addressing inquiries about order processing, credit applications, and creditworthiness assessments.
Evaluate payment trends using credit reports and maintain thorough documentation of credit, tax, and collection activities.
Review and validate tax exemption certificates, process credit memos for tax adjustments, and ensure compliance with regulations.
Contact customers via phone and email to address past-due invoices using a soft collections approach, escalating or negotiating payment plans as needed.
Research and resolve credit balances, issue credit memos, and collaborate with sales representatives to address outstanding accounts.
Analyze billing and payment histories to reconcile discrepancies, prepare corrections and adjustments, and implement resolutions.
Manage daily task schedules, adapting to changes and using slower periods to follow up on open cases, unassigned issues, or outbound collection efforts.
Proactively solve problems, engage with customers, and contribute to a collaborative and innovative team environment.
Qualifications
Associate's degree in Business or a related field is required.
A minimum of three years of experience in account management, accounts receivable, or a call center environment.
Strong customer focus, with experience in credit-to-invoicing workflows.
Knowledge of multi-state sales tax exemption requirements is preferred.
Proficiency in Microsoft Office, particularly Excel; familiarity with SAP and Salesforce CRM is highly desirable.
Exceptional accuracy and attention to detail, with the ability to calculate, post, and manage accounting figures.
Proven ability to handle multiple tasks and excel in a fast-paced, dynamic environment.