Accounts Receivable Associate
About The Position
The Accounts Receivable Associate manages a portfolio of customer accounts and drives timely collection of outstanding balances through proactive follow-up, account analysis, and collaboration across teams. The role requires strong communication and attention to detail while managing aging receivables and maintaining positive customer relationships. The associate takes ownership of the portfolio by prioritizing accounts based on risk and exposure, resolving issues with internal teams, and escalating accounts when appropriate, while following company standards and timelines. The role includes reviewing aging reports, contacting customers about past-due balances, investigating discrepancies, and working with Sales, Billing, Cash Applications, and Customer Service to resolve issues and secure payment. The associate also provides customer documentation, supports payment solutions, monitors credit risk, documents collection activity, and follows company policies and documentation standards.
Requirements
- 1–3 years of experience in Accounts Receivable, bookkeeping, finance, or a related role.
- Strong communication, negotiation, and follow-up skills.
- Ability to prioritize and effectively manage a high-volume portfolio.
- Strong problem-solving skills and the ability to identify issues and drive resolution.
- High level of attention to detail and accuracy.
- Proficiency in Microsoft Office, particularly Excel.
- Ability to work independently and collaboratively across teams.
- Strong organizational and documentation skills, with a focus on accountability and follow-through.
Nice To Haves
- Bachelor’s degree in Accounting, Finance, Business Administration, or a related field; equivalent work experience will be considered.
- Experience with accounting or ERP systems such as NetSuite or SAP, or AR platforms such as Billtrust, HighRadius, or Versapay.
Responsibilities
- Review aging reports, prioritize accounts, and take action to reduce delinquency and overall exposure.
- Manage a portfolio of customer accounts and conduct consistent, proactive collection outreach by phone and email.
- Investigate and resolve account discrepancies, including short payments, unapplied cash, disputes, and billing issues.
- Partner with Sales, Billing, Cash Applications, and Customer Service to resolve account issues and drive payment.
- Provide customers with statements, invoice copies, and supporting documentation as needed.
- Assist customers with payment solutions, including payment plans, autopay enrollment, and customer portal usage.
- Monitor accounts for credit risk and manage escalations, including engaging Sales for account support and recommending credit holds or third-party referrals to AR leadership.
- Maintain clear, accurate, and timely documentation of collection activity within the AR system.
- Follow company policies, procedures, and documentation standards for accounts receivable and collections activities.
- Perform other duties as assigned, requested, or required.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
