O2C Account Manager

Join to apply for the O2C Account Manager role at KBS - Kellermeyer Bergensons Services, LLC

Population limited to first 25 applicants.

Pay Range

Base pay range: $65,000.00/yr - $80,000.00/yr.

Position Summary

We are seeking a detail-oriented and customer-focused Account Manager Order to Cash (O2C) to join our finance team. The O2C Account Manager will manage the end-to-end order‑to‑cash process: sales order entry, variable data validation, invoicing, payment processing, customer account reconciliation, and dispute resolution. This role plays a key part in ensuring smooth financial operations, accurate revenue recognition, and timely collections.

Essential Duties And Responsibilities

• Order Management:
  • Process sales orders accurately and in a timely manner.
  • Validate sales order details including pricing, variable billing input, service frequency and missed service.
  • Cooperate with sales, operations, and customer service teams to ensure accurate sales orders.
• Invoicing & Billing:
  • Generate and issue customer invoices in accordance with contractual terms.
  • Monitor billing discrepancies and work cross‑functionally with internal teams to resolve issues.
• Cash Application:
  • Support the cash application team to correctly apply incoming payments to customer accounts and reconcile daily cash receipts.
  • Investigate and resolve unapplied or misapplied payments.
• Collections:
  • Follow up with customers on overdue accounts and maintain regular communication for timely collections.
• Customer Account Management:
  • Oversee service lines representing the category of Top 50‑100 revenue‑generating customers and 100 less site locations, typically standard customer invoicing requirements.
  • Respond to customer inquiries regarding invoices, payments, and account statements.
• Reporting & Compliance:
  • Assist in monthly closing activities related to accounts receivable.
  • Generate O2C reports and dashboards as required by management.
  • Ensure compliance with internal controls, policies, and audit requirements.

Additional Duties And Responsibilities

As required by management.

Knowledge, Skills, And Competencies Knowledge

• Strong understanding of the O2C cycle and accounting principles.

Skills

• Proficiency in ERP systems (e.g., SAP, Oracle, Microsoft Dynamics) and MS Excel.

Competencies

• Excellent attention to detail, organizational skills, and problem‑solving abilities.
• Effective communication skills, both written and verbal.

Educational Qualifications/Job Experience Requirements Education

• Bachelor’s degree in accounting, finance, business administration, or a related field.

Experience

• Minimum 5+ years of experience in an Order to Cash, Accounts Receivable, or related finance role.
• Familiarity with Salesforce, AR automation tools, or billing platforms (preferred).

Schedule & Working Conditions

• Regular weekly schedule: weekends or holidays as needed.
• Extended periods of work seated at a desk; repetitive hand motions; prolonged use of computer; occasionally lift and carry up to 25 lbs.
• Ability to speak clearly (use of voice).
• Vision requirements include close vision, distance vision, moderate peripheral vision, depth perception and ability to adjust focus.
• Office environment generally mild to moderate conditions including varying temperatures and noise levels conducive to a busy workplace and office equipment.
• Lighting varies based on building requirements and may be adjusted within reason.
• Time constraints and related pressures to complete work are high.
• Travel: 0‑5%.

Employment Details

• Seniority level:
  Mid‑Senior level.
• Employment type:
  
  Contract.
• Job function:
  Sales and Business Development.
• Industry: Facilities Services.

Location

Carlsbad, CA

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