Customer Account and Receivables Specialist

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Customer Account and Receivables Specialist

Corporate Full Time Moses Lake, WA, US

Salary Range: $28.00 To $31.00 Hourly

The Customer Account & Receivables Specialist supports the company's accounts receivable function through accurate billing, payment processing, account reconciliation, collections follow-up, and resolution of customer account discrepancies. This position works closely with Accounting, Sales, and Operations to maintain accurate financial records, support timely collections, and resolve billing concerns. In addition, the role provides customer account support, including order administration, customer communication, and assistance with sales and business development activities as needed.

Essential Responsibilities Accounts Receivable & Billing

• Prepare, issue, and track customer invoices and credit memos in accordance with company procedures and approved terms.
• Proactively manage assigned accounts receivable balances, including reviewing aging reports, contacting customers regarding past-due balances, securing payment commitments, and following through to resolution. Respond to customer billing inquiries, provide statements and invoice copies, and coordinate resolution of disputes with sales, operations, and accounting.
• Reconcile customer accounts and research differences between invoices, payments, credits, and account balances.
• Support new-account setup and credit documentation; route credit-limit or credit-term decisions for appropriate approval.
• Handle customer financial information confidentially and follow established internal controls and payment-handling procedures.

Customer Account Management

• Provide customer account coverage and support as needed, including quoting, order entry, customer communication, order tracking, and coordination with Sales and Operations. Enter, update, and track customer orders accurately; coordinate order changes and delivery information with internal teams.
• Build and maintain customer relationships through timely follow-up, proactive communication, and professional resolution of concerns.
• Maintain accurate customer account information, correspondence, order documentation, and required contracts.
• Coordinate resolution of order, delivery, product, and account issues;
  ** escalate
  * * matters as appropriate.
• Identify opportunities to introduce relevant products or services to existing customers and support account retention and growth.

General Responsibilities

• Review account and transaction data for accuracy; prepare reports and support process improvements.
• Participate in product, systems, and professional development training; assist with training colleagues as needed.
• Follow established procedures and perform other related duties as assigned.

Required

Skills and Abilities

• Strong customer service, relationship-building, verbal communication, and professional writing skills.
• Working knowledge of invoicing, payment application, accounts receivable aging, account reconciliation, and collections practices.
• High attention to detail, numerical accuracy, organization, and ability to manage competing priorities.
• Sound judgment, problem-solving, conflict resolution, and ability to handle sensitive customer discussions professionally.
• Proficiency with Microsoft Excel, email, and business systems; ability to learn ERP, CRM, and accounting software.
• Ability to work collaboratively across customer service, sales, operations, and accounting while maintaining confidentiality.

Qualifications and Experience

• High school diploma or equivalent required; coursework or training in accounting, bookkeeping, business, or a related field preferred.
• Two or more years of relevant customer service, account administration, sales support, billing, or accounts receivable experience preferred; equivalent combinations of education and experience considered.
• Experience with invoicing, collections follow-up, or accounting/ERP software preferred.

Physical Demands and Work Environment

Primarily office-based work using standard office equipment, with frequent computer use, communication, and repetitive hand movements. The role involves extended periods of sitting or standing and occasional walking, reaching, bending, and lifting or carrying items up to 25 pounds. May involve interactions with upset customers. Reasonable accommodation may be provided to enable qualified individuals to…