Accounts Receivable Lead

Responsibilities

• Manage new customer account setups, ensuring all required information and documentation are complete and accurate.
• Create and maintain customer account structures, including adding and updating "ship-to" locations as required.
• Obtain necessary approvals for cross-regional account setups in accordance with company policies.
• Update customer account information, including contact details, terms, and account attributes as requested.
• Evaluate customer credit risk and assist in determining appropriate credit limits.
• Update credit limits as needed and ensure all changes are properly documented within the system.
• Analyze customer accounts to support order release decisions and ensure alignment with company credit policies.
• Evaluate monthly charges to ensure accuracy, completeness, and compliance with customer agreements.
• Identify discrepancies and ensure appropriate corrections are made in a timely manner.
• Upload and map all required customers and credit documentation into company systems (P21 and Enlighten).
• Maintain accurate, organized, and up-to-date electronic records for all customer accounts.
• Ensure data integrity and consistency across all systems and platforms.

• High School Diploma or GED is required.
• Three years of accounts receivable and/or credit experience.
• Proficiency with MS Word, Excel, PowerPoint, and 10-Key Adding Machine.
• High level of honesty/integrity; ability to be truthful and be seen as credible in the workplace.
• Proper listening, oral and written skills and command of the English language.
• Able to deal with both company employees and outside customers respectfully.
• Must possess the trait of being organized for following a systematic method of performing a task.

• Accounts Receivable
• Credit Risk Assessment
• Data Entry
• Documentation Management
• Credit Limit Updates
• Order Release Analysis
• Discrepancy Resolution
• System Mapping
• 10-Key Adding Machine
• Customer Account Structures

• Honesty
• Integrity
• Organizational Skills
• Listening Skills
• Oral and Written Communication