Finance and Accounting - Receivable Specialist

JOB SUMMARY & SCOPEResponsible for following established procedures directly related to the collection of past due accounts and receivables management. Resolvecustomer disputes, invoice discrepancies, and maintain fluidity on all assigned accounts.
KEY ACCOUNTABILITIES• Customer receivable management for assigned accounts working directly with the customer to improve cash position while maintaining a positive customer relationship.• Investigate and resolve invoice discrepancies, short pays, and customer disputes to maintain overall customer satisfaction.• Reconcile customer accounts to ensure all payments are accounted for and properly posted.• Maintain up to date notes, records, and reports on customer accounts regarding key contacts and invoice status according to department policies and procedures.• Provide reports and documentation as requested in support of receivable management activities.• Create proforma invoices as needed for special requests or consolidation of invoices for customer satisfaction.• Maintain working relationship with sales team and other departments within the organization demonstrating behaviors consistent with the Company’s Vision, Mission, and Values.• Review credit hold reports throughout the day and release orders as needed and ensure the sales team is kept current on issues that may be delaying order approval.• Process and/or post credit card, check, and electronic payments to customer invoices and accounts as required.• Submit customer invoices via web portals as required, monitor status, and resolve any discrepancies.
EDUCATION + EXPERIENCE + KEY TRAITS• Excellent attention to detail and organizational skills with the ability to analyze data, identify payment trends, and reconcile complex accounts.• Excellent interpersonal and communication skills for dealing with customer and internal departments.• Ability to work in a fast-paced environment with B2B receivable management experience.• Proficiency in ERP and CRM systems (preferably NetSuite and Salesforce) and Microsoft Office Suite.• One to Three-years related experience with high school diploma/GED.
TYPICAL PERFORMANCE TARGETS• SERVICE DELIVERY: Sustained, measured excellence in project & process delivery• COST TO SERVE: Sustained, measured excellence in delivery efficiency with expected continuous improvement• INNOVATION: Step changed delivery in safety, quality, and/or costLANGUAGE SKILLS• Primary language used in daily operations is English. Additional primary company languages include Spanish, French, and Dutch.• Read and interpret documents, procedure manuals and various correspondence from both internal and external.• Speak effectively, both individually and before groups of both external customers and/or various levels of employees within the organization.
SUPERVISION• Role does not require supervision of direct or indirect reports.
DECISION MAKING + REASONING• Able to take accountability and responsibility for business target delivery and decision making.