Accounts Receivable & Claims Specialist

Blend Supply•Fort Worth, TX

13d•Onsite

About The Position

Blend Supply is a family-owned, AS9100 Rev. D-certified distributor of aerospace coatings, industrial supplies, and MRO products. Recognized as a Great Place to Work for three consecutive years, we foster a close-knit, service-driven culture. The Accounts Receivable & Claims Specialist will be responsible for customer collections, cash application, account reconciliation, credit administration, and oversight of freight claims and customer returns. This role will also focus on improving Blend Supply's use of Salesforce for follow-up, reporting, internal communication, and customer service. The ideal candidate possesses an accounting mindset, strong attention to detail, and a keen interest in leveraging technology and automation to enhance business processes.

Requirements

Four or more years of experience in accounts receivable, collections, billing, accounting, or a related position.
Working knowledge of accounts receivable processes and basic accounting principles.
Strong Microsoft Excel and data-entry skills.
Strong interest in learning Salesforce, automation, and business-process improvement.
Excellent attention to detail, organization, and follow-through.
Professional written and verbal communication skills.
Strong customer-service, problem-solving, and collection skills.
Ability to manage multiple priorities and meet deadlines.
High school diploma or equivalent.

Nice To Haves

Experience using Salesforce for account management, reporting, workflows, cases, or automation.
Experience participating in Salesforce process design, testing, implementation, or administration.
Associate degree in Accounting, Finance, Business Administration, Information Systems, or a related field.
Experience using an ERP or accounting system; Epicor Prophet 21 experience is a plus.
Experience managing or tracking freight claims and customer RMAs.
Experience with customer portals, payment reconciliation, and credit administration.
Experience working in distribution, manufacturing, aerospace, or an industrial environment.

Responsibilities

Monitor customer accounts and proactively follow up on past-due balances.
Process, apply, and reconcile incoming customer payments.
Review and distribute invoices and supporting documentation.
Investigate and resolve billing discrepancies, deductions, short-pays, and disputed invoices.
Maintain clear documentation of collection activity, customer commitments, and follow-up dates.
Prepare AR aging reports and collection-status updates.
Retrieve remittance information and manage invoice submissions through customer portals when required.
Coordinate with Sales when customer involvement is needed to resolve an issue or collect payment.
Process approved credit memos, adjustments, and account corrections.
Maintain accurate customer account records in Epicor Prophet 21.
Support month-end and year-end closing activities.
Maintain centralized oversight of all freight claims initiated by Customer Service Representatives and BDRs.
Review each claim to ensure all required documentation has been submitted accurately and on time.
Track open claims, filing deadlines, carrier responses, approved amounts, denials, and payments or credits received.
Follow up with carriers and internal team members until every claim reaches final resolution.
Reconcile carrier payments and credits against the related claim and customer account.
Escalate delayed, denied, or incomplete claims requiring additional action.
Develop tracking, reporting, alerts, and follow-up processes so no freight claim is overlooked.
Provide regular reporting on open claims, claim aging, recovery amounts, and unresolved issues.
Coordinate customer RMAs, return documentation, credits, and account adjustments.
Work with Sales, Customer Service, and Operations to ensure returns are properly authorized, received, inspected, and resolved.
Maintain accurate records and provide visibility into outstanding freight claims and RMAs.
Process new customer credit applications and verify that all required documentation has been received.
Communicate with customers regarding incomplete applications or additional information needed.
Perform reference checks and prepare credit information for management review.
Maintain accurate customer credit files and communicate approved credit decisions and terms.
Monitor customer accounts for credit concerns and escalate potential risks to Finance leadership.
Learn and become the internal business-process owner for AR, credit, freight claim, and RMA workflows within Salesforce.
Maintain accurate collection notes, activities, follow-up dates, and relevant customer account information in Salesforce.
Identify opportunities to automate routine follow-ups, alerts, assignments, reporting, and internal communication.
Help develop Salesforce dashboards and reports for past-due accounts, collection activity, disputes, credit applications, freight claims, and RMAs.
Work with Blend Supply’s IT team and third-party Salesforce resources to design, test, document, and implement process improvements.
Look for ways to use Salesforce and automation to reduce manual work, improve accountability, and provide better customer service.
Help train applicable team members on new processes and maintain clear workflow documentation.
Support alignment between Salesforce and Epicor Prophet 21.