Accounts Receivable Specialist

Accounts Receivable Specialist

Responsibilities and Duties:

• Invoicing & Billing:
  Assist in generating, reviewing, and sending SPOT, PM, and quoted service invoices to customers in a timely manner.
• Payment Posting:
  Record and post incoming payments via check, ACH, or credit card to the appropriate customer accounts.
• Collections:
  Monitor aging reports to identify outstanding debts and manage delinquent accounts accordingly.
• Reconciliation:
  Reconcile the accounts receivable sub-ledger to the general ledger and resolve any discrepancies in payments or invoices.
• Purchase Orders:
  Collaborate with vendors to close purchase orders (POs) in a timely manner. Serve as the primary point of responsibility for issuing all technician and service-related purchase orders.
• Customer Service:
  Serve as a backup point of contact for customer inquiries related to billing issues and statement discrepancies.
• New Customer Setup:
  Assist with onboarding new customers, including account setup, payment terms, tax district assignment, and vertical market classification.
• Account Maintenance:
  Maintain accurate customer account records, including billing contacts, tax exemptions, remittance details, and supporting documentation.
• Coordination with Operations:
  Work closely with Service Managers, Dispatch, and Operations teams to resolve billing discrepancies, missing documentation, and customer concerns that impact invoicing or collections.
• Role Overlap:
  Some responsibilities within this role may overlap with those of the Accounts Receivable Manager. Clear communication and defined ownership between both roles are essential to ensure consistency, accountability, and efficient management of the accounts receivable process.