Accounts Receivable Clerk

Accounts Receivable Clerk

Workman Success Systems Sandy, Utah, United States

As an Accounts Receivable Clerk, you play a vital role in managing and tracking incoming payments to ensure our financial records remain accurate and up to date.

This is an in-office, part-time position requiring approximately 25–30 hours per week. Preferred hours are Monday through Friday, 9:00 AM to 2:00 or 3:00 PM. Depending on business needs and performance, this position may have the opportunity to transition into a full-time role in the future.

In this role, you will handle invoicing, monitor accounts for outstanding balances, communicate with clients regarding past-due accounts and payment discrepancies, and work closely with other departments to gather information and resolve billing issues. Your attention to detail, organization, and follow-through will contribute to maintaining healthy cash flow and supporting the overall financial stability of the organization.

As an Accounts Receivable Clerk, you play a vital role in managing and tracking incoming payments to ensure our financial records remain accurate and up to date.

This is an in-office, part-time position requiring approximately 25–30 hours per week. Preferred hours are Monday through Friday, 9:00 AM to 2:00 or 3:00 PM. Depending on business needs and performance, this position may have the opportunity to transition into a full-time role in the future.

In this role, you will handle invoicing, monitor accounts for outstanding balances, communicate with clients regarding past-due accounts and payment discrepancies, and work closely with other departments to gather information and resolve billing issues. Your attention to detail, organization, and follow-through will contribute to maintaining healthy cash flow and supporting the overall financial stability of the organization.

$22 - $25 hourly

• Monitor and maintain assigned customer accounts.
• Apply payments accurately and investigate unapplied or misapplied payments.
• Reconcile customer balances and resolve billing discrepancies.
• Maintain accurate customer account records and payment history.
• Reconcile daily bank and payment processor transactions in Quick Books Online (QBO).
• Accurately categorize daily transactions in QBO in accordance with company accounting
• policies.
• Research and resolve discrepancies between payment processors, bank activity, and
• customer accounts.

• Manage the collections process for all past-due accounts.
• Contact customers by phone, email, and text regarding outstanding balances.
• Document all collection activity and customer communication.
• Follow up consistently until payment is received or the account is escalated.
• Identify high-risk accounts and communicate concerns promptly to the Accounting
• Manager.
• Recommend accounts for outside collections or legal action when appropriate.

• Review AR aging reports regularly and prioritize collection efforts.
• Provide weekly updates on collection activity and delinquent accounts.
• Work closely with Sales, Customer Success, and Accounting to resolve account issues.
• Respond promptly to customer billing questions and invoice requests.

• Working knowledge of accounting principles.
• 2+ years of Accounts Receivable or collections experience preferred.
• Experience with Quick Books Online (QBO) required.
• Experience with Chargeover and Stripe is a plus.
• Experience reconciling multiple bank accounts, credit card accounts, and payment
• processors.
• Experience working with multiple entities or companies under shared ownership is preferred.

• Proficient in Microsoft Excel or Google Sheets.
• Strong communication, organization, and problem-solving skills.
• Ability to prioritize tasks, manage deadlines, and maintain accuracy in a fast-paced environment.

Workman Success Systemsisabusinesscoachingcompany ,theonlyoneofitskind.

Specializinginrealestateteamsandrealestatecompanies.

Ourmissionistomakeameaningfuldifferenceinthelivesofrealestateagents,brokers,andteamleadersbyhelpingthemimprovetheirbusinessesandrebalancetheirlives.

Westrivetocreateaninclusive,supportivecompanyculturefocusedonhelpingeachotherreachourfullpotential.

Comejoinourteamtoday!

$22 - $25

Hourly Wage