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Accounts Receivable Analyst
3 weeks ago
JOB DESCRIPTION
Job Title: Accounts Receivable – Payment Specialist
Position Summary: The Accounts Receivable – Payment Specialist uses provided dashboards, reports, and other resources to process, verify and apply payments for a portfolio of accounts. They assist in resolving discrepancies, issues and concerns by communicating effectively to varied audiences.
Experience: 2–8 years
Shift: Night shift
Required Skillsets:
- Order Management (including SO contract reading)
- Billing Setup
- Payments Expertise
- Collaboration with Sales Teams
- Salesforce Experience
Key Duties / Responsibilities:
- Assists sales partners and customers in making payment arrangements.
- Communicates with various audiences regarding discrepancies in charges, payments, credits, or balances.
- Monitor and maintain payment schedules when notified of changed orders.
- Respond to customer and field requests to obtain payment and payment methods.
- Regular review of unallocated payments, credits, and debits.
- Complete account reconciliations.
- Submit and follow up on payment moves, credits, & refunds within assigned accounts.
- Assist in related work, additional duties, or projects as needed or required.
Education & Knowledge:
- Prior knowledge of Salesforce CRM, CPQ, & Billing preferred. Basic skills in Microsoft Office Applications, with a focus on Excel.
- Proven skillset in basic math
- College experience preferred, with a focus on accounting or business administration. Commensurate work experience considered.
- 2+ years account management or payment processing, verification & application experience
Experience / Skills / Abilities:
- Attention to detail with the responsibility for the quality and content of financial data.
- Ability to set priorities; well-organized and inquisitive nature to support sound decision making.
- Skilled in following organizational rules and procedures
- Ability to maintain confidentiality
- Professional written and verbal communications skills.
- Ability to work independently and within a team atmosphere
- Strong responsiveness and timely communication
