Accounts Receivable Clerk

Pinnacle Clinical Research • San Antonio, TX

20d • Hybrid

About The Position

Assists with day-to-day accounts receivable functions while focusing on collecting overdue accounts, following up with customers, and supporting timely payment and accurate account records for Summit Pinnacle's departments and business operations.

Requirements

• High school diploma or equivalent required
• Two to four years of related accounts receivable, collections, billing, or accounting experience required; or equivalent combination of education and experience
• Proven working experience in accounts receivable, collections, or a related customer service role
• Solid understanding of basic accounting principles, collections practices, and customer account management
• Strong ability to calculate, post, reconcile, and manage financial records accurately
• Excellent attention to detail and strong data entry accuracy
• Hands-on experience operating spreadsheets and accounting software (JDE or other full-scale ERP software)
• Strong verbal and written communication skills with the ability to professionally manage difficult collection conversations
• Ability to prioritize workload, manage multiple accounts, and meet deadlines in a fast-paced environment
• High degree of organization, flexibility with changing priorities, and strong interpersonal skills
• Proficiency in English and in MS Office
• Strong mathematical knowledge and ability to maintain thorough customer account records
• Experience with Microsoft Office, Internet Explorer, Google Chrome, Mozilla Firefox, and web-based enterprise solutions/ERP applications (NetSuite, etc.)

Nice To Haves

• Associate degree in Accounting, Finance, Business Administration, or related field preferred
• Healthcare, clinical research, or medical billing experience preferred

Responsibilities

• Process accounts receivable transactions and incoming payments in compliance with financial policies and procedures
• Perform day-to-day financial transactions, including verifying, classifying, computing, posting, and recording accounts receivable data
• Monitor aging reports and assist with collection efforts on past-due accounts
• Contact customers and sponsors by phone and email regarding outstanding balances and facilitate timely payment resolution
• Research, verify, and resolve billing discrepancies, short payments, unapplied cash, and invoice-related issues
• Coordinate with internal departments regarding billing questions, payment delays, and account resolution
• Escalate significantly delinquent accounts or unresolved issues to management as appropriate
• Assist with preparing account reconciliations, aging summaries, and collections reporting
• Assist in improving collections processes and identifying opportunities to reduce aging exposure and improve cash flow
• Perform other duties as assigned

Benefits

• 401k
• Medical, dental, vision, long term disability, short term disability, FSA, and life insurance
• 3 weeks of paid time off
• 14 paid company holidays

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED