A/R Customer Service Specialist
About The Position
The Accounts Receivable & Customer Service Specialist is responsible for managing accounts receivable, collections, payment processing, and contract administration while delivering exceptional customer service to clients. This position serves as the primary point of contact for customer account inquiries, accurate account reconciliation, prompt collection of outstanding balances, and a positive customer experience. The ideal candidate combines strong accounting knowledge with outstanding communication and problem-solving skills to support healthy cash flow, maintain accurate financial records, and build long-term customer relationships.
Requirements
- Associate's degree in Accounting, Finance, Business Administration, or a related field preferred or an equivalent combination of education, training.
- Minimum of 5-7 years of progressively responsible experience in accounts receivable, customer accounting, or related financial operations may be substituted for the degree requirement.
- Strong understanding of accounts receivable principles and accounting practices.
- Knowledge of collections and cash application processes.
- Excellent customer service and relationship management skills.
- Strong analytical and problem-solving abilities.
- High attention to detail and accuracy.
- Excellent written and verbal communication skills.
- Ability to prioritize multiple assignments and meet deadlines.
- Strong organizational and time management skills.
- Ability to maintain confidentiality of financial information.
- Microsoft Excel (advanced preferred)
- Microsoft Office Suite
- Accounting software (QuickBooks, Sage, CRM systems)
- Adobe Acrobat
Responsibilities
- Process customer payments received through check, ACH, wire transfer, and credit card transactions.
- Apply cash receipts accurately within the accounting system.
- Monitor accounts receivable aging reports and proactively manage collections.
- Contact customers regarding outstanding invoices while maintaining positive business relationships.
- Research and resolve unapplied payments, credits, and account adjustments.
- Recommend appropriate collection actions for delinquent accounts.
- Prepare monthly accounts receivable reports and aging summaries.
- Serve as the primary customer contact regarding payments, contracts, account balances, and other A/R inquiries.
- Respond professionally and timely to customer questions and service requests.
- Resolve customer concerns while maintaining high standards of customer satisfaction.
- Coordinate with operations and leadership to ensure prompt resolution of customer issues.
- Maintain accurate records of customer communications.
- Perform account reconciliations and investigate variances.
- Assist with month-end close activities.
- Support cash application and revenue reconciliation.
- Prepare journal entry support and financial schedules as assigned.
- Assist with audit requests by providing supporting documentation.
- Maintain compliance with internal controls, accounting policies, and financial procedures.
- Support Finance with special projects and reporting.
- Maintain customer account information within the accounting and CRM systems.
- Prepare reports using Excel and accounting software.
- Assist with process improvement initiatives designed to increase efficiency and improve customer experience.
- Perform other duties as assigned.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
