Accounts Receivable Clerk

Brief Summary

The Accounts Receivable Clerk is an experienced, organized Accounts Receivable (A/R) professional. To succeed in this role, you will keep updated records of customer tax information, research and resolve customer A/R issues, prepare tax reports, place billing and collection calls.

• Identify overdue customer accounts using skip-tracing methods, phone calls, written correspondence, and payment arrangements.
• Regularly contact clients to discuss and resolve outstanding payments, assist with setting up payment plans when necessary.
• Address payments made by NSF (non-sufficient funds) checks, and arrange for replacement payments.

• Ensure that tax-related documents are verified and uploaded into the system.
• Monitor and follow up with customers to obtain updated and valid resale certificates for their accounts.

• Perform regular reconciliations to ensure accurate account balances.
• Provide requested data to various departments, including sales, marketing, shipping, and customer service.

• Use ERP (Enterprise Resource Planning) systems to manage accounts and financial data.
• Leverage Excel for reporting, data analysis, and account tracking; proficiency with other Microsoft Office tools is also essential.

• Interact with clients and internal departments to resolve issues and maintain smooth communication.
• Be an ambassador of the organization's mission, values, and culture in all interactions.

• Confirm tax documents and upload them into the system, ensuring all records are up to date.
• Maintain accurate records of resale certificates and follow up with customers to obtain valid resale documents.
• Other duties as assigned.

N/A

Well-lit, heated and/or air-conditioned indoor office setting with adequate ventilation.