Accounts Receivable Representative

Position Summary

Accounts Receivable Representatives are responsible for monitoring payment processing and delivering excellent customer service. They are passionate about delighting internal and external customers and achieving and moving the payments through the process. The position is non‑exempt.

Duties (Most Important to Least Important)

(20% of time)

• Runs customer recurring charges on the 1st of each month and processes transactions.
• Cashiers customer payments by check and credit card in accounting system and make bank deposits.

(20% of time)

• Effectively communicates with customers and accounting team on a timely basis, keeping them proactively informed of the status of all past‑due accounts.
• Resolves customer issues and concerns by communicating significant issues to the Assistant Controller for review and reconciliation of customer accounts.
• Resolves customer A/R accounts by updating addresses, email addresses, credit card information, merging duplicate customers and ensuring accuracy of aging reports.

(20% of time)

• Maintains aging reports for in‑house accounts to ensure balances are accurate.
• Prints statements and corresponding work orders to send to customers. Pulls customer information that requires further review by service managers. Prepares and mails all customer statements.

(20% of time)

• Works with multiple locations to ensure storage/rental billing is completed on time and accurately.
• Verifies boat movement using rent roll or dock walk information and departure forms.

(10% of time)

• Reviews monthly aging to determine adjustments and write‑offs in conjunction with store‑to‑store transfers in open parts packing slips.
• Runs detailed aging reports by location and reviews with service managers for accuracy.

(10% of time)

• Enters and maintains customer’s credit card information in merchant online portal and corresponding credit card authorization forms.

• Demonstrates a continuous learning mindset and educates themselves on the processes and organization of the accounting department.
• Actively seeks out ways to increase efficiency.
• Proves reliability and discipline by following all time keeping rules.
• Promotes teamwork, support, and works with other team members, departments, and locations to ensure financial statements are well documented and correct.
• Customer satisfaction, both internal and external.
• Computer knowledge.
• Achieves or exceeds efficiency goals.
• Familiarity with accounts payable.
• Timely processing of customer payments.
• Must be proficient in Microsoft Word & Excel.
• Familiarity with accounting software and/or other programs.
• Drug screening and background check required.

• Ability to meet all deadlines in a fast‑paced, high‑volume environment.
• Capacity to handle confidential information in a discreet and professional manner.
• Excellent communication skills, both oral and written.
• Attention to detail.

Using the rating scale below, indicate how often the following physical activities and environmental conditions are required/present in performing the Essential Job Responsibilities.

C = Constantly, F = Frequently, O = Occasionally, R = Rarely

(5‑8 hrs. /shift)

(2‑5 hrs. /shift)

(Up to 2 hrs. /shift)

(Not regular part of job)

• C – Remaining in a stationary position, often standing or sitting for prolonged periods.
• C – Repeating motions that may include the wrists, hands and/or fingers.
• O – Moving about to accomplish tasks or moving from one work site to another.
• O – Operating motor vehicle.
• C – Communicating with others to exchange information.
• C – Assessing the accuracy, neatness and thoroughness of the work assigned.
• C – Hearing.
• C – Talking.
• C – Seeing.
• C – Eye/Hand/Foot Coordination.

• No adverse environmental conditions expected.
• Poor ventilation – None.
• Hazardous conditions – None.
• Small and/or enclosed spaces – None.
• Noisy environments – None.

• Sedentary work that primarily involves sitting/standing.
• Light work that includes moving objects…