Accounts Receivable Specialist

Crisis Prevention Institute•Milwaukee, WI

32d•Hybrid

About The Position

The Accounts Receivable Specialist is responsible for managing and collecting outstanding accounts receivable balances to support cash flow objectives. This role works directly with customers and internal departments to resolve payment issues, reduce delinquent accounts, and maintain positive customer relationships.

Requirements

2+ years of collections, accounts receivable, or related accounting experience preferred
Proficiency working with ERP systems and Microsoft Office applications, particularly Excel
Strong communication and negotiation skills.
Excellent customer service and relationship-building abilities.
Ability to handle difficult conversations professionally and effectively.
Strong organizational skills and attention to detail.
Ability to manage multiple priorities and follow through on outstanding issues.
Self-motivated with strong follow-up skills.
Strong problem-solving and analytical skills.
Ability to work independently and as part of a team.
Basic understanding of accounting principles and accounts receivable processes.
Professional demeanor with a positive and high-energy attitude

Nice To Haves

Experience working with Microsoft Dynamics D365 Finance and Operations (“F&O”) and Customer Experience (“CE”)

Responsibilities

Contact customers within a managed portfolio regarding past-due invoices through phone calls, emails, and written correspondence.
Monitor accounts receivable aging reports and prioritize collection activities based on risk and delinquency status.
Research and resolve invoice discrepancies, payment disputes, and billing issues in collaboration with internal departments.
Identify and manage payment arrangements and follow up on commitments to ensure timely resolution of outstanding balances.
Maintain accurate documentation of collection activities, customer communications, and account status updates using financial ERP tools.
Review and manage communication of customer collection letters weekly.
Utilize an internal ticketing system to manage and resolve internal inquiries regarding outstanding customer account balances.
Assist with cash application activities and reconciliations of customer accounts as needed.
Actively monitor collection activities, aging trends, delinquencies, and other relevant metrics.
Support period close activities by ensuring customer accounts are accurate, up to date, and or risks appropriately identified.
Build and maintain positive relationships with customers while balancing collection objectives.
Respond professionally and timely to customer inquiries regarding invoices, payments, and account balances.
Escalate unresolved or high-risk accounts to management as appropriate.
Establish and maintain collaborative relationships with key internal stakeholders within other departments.
Identify opportunities to improve collection processes, reduce outstanding balances, and enhance operational efficiency.
Assist in maintaining accurate customer account information.
Perform other position-related duties as necessary.