Accounts Receivable Clerk

Purpose of the Role

This role is responsible for overseeing the invoicing process, managing customer payments, and maintaining accurate records of all transactions related to receivables.

• Invoice Management:
  Generate and issue client invoices and statements, ensuring accuracy and compliance with company policies.
• Payment Processing:
  Record incoming payments across various channels—ACH, credit card, wire transfer, and checks to customer accounts
• Collections:
  Monitor overdue accounts and follow up with phone calls to clients for past‑due payments. Maintain a standardized follow‑up process to ensure timely payments.
• Reporting:
  Be knowledgeable regarding reports on accounts receivable status, including aging reports, outstanding checks, and cash flow projections.
• Customer Communication:
  Proactively address inquiries/disputes to maintain positive customer relationships and ensure timely payments.
• Collaboration:
  
  Work closely with sales and service departments to streamline billing and collection processes.
• Integration:
  Understand the interplay between invoicing, job work tickets, and percent completion.

• Education:
  
  High school diploma required, further education preferred
• Experience:
  
  Experience as Accounts Receivable Clerk or similar position

• Solid understanding of basic bookkeeping and accounting receivable principles
• Proficient with Microsoft Office, specifically Microsoft Excel
• High degree of accuracy and attention to detail
• Experience with the Sage accounting software preferred
• Strong tact and diplomacy; must be able to interact with all levels of personnel in a professional and courteous manner