Accounts Receivable & Credit Specialist

Prosource•Greenville, SC

8d•Onsite

About The Position

We are seeking a detail-oriented and customer-focused Accounts Receivable & Credit Specialist to join our Finance team. In this role, you will help maintain healthy cash flow by managing customer accounts, supporting collections, onboarding new customers, and partnering with Sales to deliver an outstanding customer experience. This position offers a blend of accounts receivable, credit administration, customer account management, and operational support, making it an excellent opportunity for someone who enjoys building relationships, solving problems, and improving processes. You'll work cross-functionally with Sales and Accounting while contributing to the continuous improvement of our AR operations. Success in this role requires strong attention to detail, excellent communication skills, and the ability to balance customer service with effective accounts receivable management.

Requirements

High school diploma or equivalent.
Three or more years of experience in accounts receivable, collections, credit, or a related finance role.
Experience working with ERP or accounting systems.
Strong customer service and relationship management skills.
Excellent written and verbal communication skills.
Strong attention to detail and commitment to accuracy.
Excellent analytical and problem-solving abilities.
Strong organizational and time management skills.
Ability to work independently while collaborating effectively within a team.
Adaptability and willingness to learn new processes and systems.
High level of integrity and professionalism when handling confidential information.

Nice To Haves

Associate degree in Accounting, Business, or a related field.
Experience performing credit reviews or credit analysis.
Cash application experience.
Intermediate Microsoft Excel skills.

Responsibilities

Manage an assigned portfolio of customer accounts by monitoring aging reports and proactively following up on past-due balances.
Build positive relationships with customers while securing payment commitments and resolving outstanding invoices through phone and email communication.
Investigate and resolve payment discrepancies, deductions, disputes, and short pays by collaborating with Sales and other internal teams.
Identify accounts requiring escalation and communicate potential credit risks to management.
Recommend and support process improvements that increase efficiency while maintaining a positive customer experience.
Maintain accurate customer account records and collection activity within the ERP system.
Establish new customer accounts accurately and efficiently within the ERP/accounting system.
Review and validate customer onboarding documentation, including credit applications, contracts, and tax exemption certificates.
Perform credit reviews in accordance with company policy.
Establish customer credit limits and payment terms within approved authority levels.
Cross-train in Cash Application processes and serve as the primary backup for the Cash Application Specialist during planned and unplanned absences.
Assist with cash application responsibilities as business needs require.