The B2B Collections Specialist (Accounts Receivable Specialist) should have a sound knowledge of how collections action/lack of action impacts the business. Provide comprehensive weekly reports on the status of accounts within their assigned portfolio in a clear concise manner and be able to work in a team environment. Identify and help to resolve any billing and payment problems to minimize losses. The A/R Specialist is responsible for a variety of tasks and analysis, including timely cash collection and posting. This position makes initial determination and recommendation of appropriate resolution of billing-related issues initiated by a client and is responsible for providing appropriate resolution for payment questions which balance client service with Company objectives. The Receivable Specialist has front-line interaction with fleet and account managers as well as with client's payables staff.
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
KEY RESPONSIBILITIES - ESSENTIAL FUNCTIONS
Contact clients to collect on all assigned accounts in accordance with company policy
Reconciliation of short or overpaid invoices
Generate reports and communicate potential risks to Accounts Receivable Manager and escalate, if necessary, in a timely manner
Research of billing history of accounts to assist in resolving client issues to maintain clean client accounts
Initiate client contact and follow-up regarding past due receivables, aged debit and credit invoices, current billing issues, and cash receipt discrepancies (ex. overpayments/short payments)
Develop, maintain, and foster client relationships to not only perform the responsibilities inherent with the position but to also serve as a resource to address client inquiries/issues with the intention of meeting the goal of excellent customer service
Develop Provide analysis for Sales and Account Management related to client payment history or issues to support collection efforts
Develop and foster relationships with key internal department personnel within the Finance department as well as Client Services, Sales/Commercial, and Vehicle Operations to support client relationships
Post customers payments by recording checks, ACH and wire transfer payments within established policy timelines
Post other revenue or miscellaneous cash by verifying and entering transactions from lockbox
Document client account related conversation within identified systems to facilitate follow-up and escalation efforts
Other duties and responsibilities as assigned
LEADERSHIP RESPONSIBILITIES
This position has no people leadership responsibilities
COMPETENCIES - SKILLS
Competencies clearly define the essential functions of the job
Results focused, solves problems while displaying professionalism
Thorough and accurate oral and written communication, demonstrating numerical and financial astuteness
Works effectively with various company systems
Organized, structured, and assumes responsibility for work assignments
Works independently
Creates useful internal relationships
EDUCATION AND EXPERIENCE
Bachelor's degree with a concentration in Accounting, Finance or Business preferred
Competencies clearly define the essential functions of the job
Results focused, solves problems while displaying professionalism
Thorough oral and written communication, demonstrating numerical and financial astuteness
Works effectively with various company systems
Organized, structured, and assumes responsibility for work assignments
Works independently.
Creates useful internal relationships
JOB SPECIFICATIONS, PHYSICAL DEMANDS AND WORK ENVIRONMENT
Work Environment: Position operations in Alpharetta, GA in a professional office environment
Positions Type/Standard Schedule: This is a full-time position; First 2 weeks of hire will be onsite Monday-Friday; Hybrid - 3 days in the office after that
Travel: Travel is not expected for this position
DISCLAIMER
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
Our Benefits
Wheels recognizes benefits are a significant part of your employee experience, and we've created a robust benefits package that is market-leading, competitive offerings so you and your family can receive outstanding care. Please click here for an overview of the benefits available to you and your family.
Pay Range: $39,600-$55,400 The base salary range for this position is listed above. This position is eligible to participate in the annual incentive plan which is based on company performance and individual performance. Compensation ranges are based on several factors including job function, level, and geographic location. Final offer amounts are determined by multiple factors including candidate experience, education, certifications, skill level and expertise, and may vary from the amounts listed here.
EEO Statement
Wheels is a Drug-Free Workplace. All employment is contingent on successful completion of drug and background screening.
Wheels is an equal opportunity affirmative action employer and administers all personnel practices without regard to race, color, religion, sex, age, national origin, sexual orientation, gender identity or expression, marital status or domestic partnership status, disability, protected veteran status or military status, genetic information, or any other category protected under applicable law. Wheels is committed to taking affirmative steps to promote the employment and advancement of minorities, women, persons with disabilities and protected veterans.