Accounts Receivables/ Fleet Portal Administrator - Houston, TX

CraneWorks•Houston, TX

4d•Hybrid

About The Position

The Accounts Receivable (AR) Specialist & AR Portal Manager is responsible for managing the end-to-end accounts receivable process while overseeing customer payment portals and digital invoicing systems. This hybrid role ensures timely collections, accurate cash application, and efficient portal management to support revenue cycle optimization and customer satisfaction. Founded in 2002 and headquartered in Houston, Texas, CraneWorks is a leading dealer of new and used truck-mounted and mobile crane equipment. The company provides manufacturer-backed service, extensive parts inventory, and a modern bare rental fleet across a national footprint including multiple full-service locations. CraneWorks serves a diverse range of industrial sectors, including construction, oil & gas, utilities, transportation, forestry, and renewable energy. With revenues approaching $250 million, the company has established itself as a top dealer in its markets and continues to expand through both organic growth and strategic acquisitions. In 2023, Equity Group Investments (EGI) made a significant investment in CraneWorks, supporting the company’s continued growth and operational excellence. Backed by private equity, CraneWorks offers a fast-paced, performance-driven environment with significant opportunities for professional impact and advancement.

Requirements

3+ years of experience in accounts receivable, billing, or collections.
Experience managing customer portals, vendor portals, or EDI systems preferred.
Experience with ERP/accounting systems (e.g., SAP, Oracle, NetSuite, or similar).
Industry experience in construction, heavy equipment, or services preferred.
Strong ownership mindset with a commitment to accuracy, accountability, and continuous improvement.
Effectively manage the collections process by proactively engaging customers, prioritizing accounts, and employing professional communication and negotiation techniques to reduce delinquency and improve cash flow while maintaining positive client relationships.
Ability to build credibility and influence across all levels of the organization, including field operations.
Exceptional analytical and problem-solving skills with a detail-oriented approach.
Proven ability to lead a function, and drive performance.
Strong communication skills, with the ability to present complex financial information clearly and effectively.
Strong technical proficiency with accounting systems and online portals.
Ability to work independently and collaboratively.
Results-driven with the ability to operate in a fast-paced, private equity-backed environment.

Nice To Haves

Associate’s or bachelor’s degree in Accounting, Finance, Business Administration, or related field preferred.
Equivalent combination of education and relevant experience will be considered.

Responsibilities

Monitor accounts receivable aging and proactively follow up on overdue accounts.
Apply incoming payments (ACH, wire, credit card, check) to customer accounts.
Reconcile discrepancies, resolve billing issues, and investigate short payments.
Maintain accurate customer account records and documentation.
Prepare AR reports, aging summaries, and collection forecasts.
Collaborate with operations, sales, and project management teams to resolve disputes.
Administer and maintain customer payment portals, vendor portals, and EDI systems.
Ensure invoices are uploaded, submitted, and tracked across required platforms (ie Holman, Fleetio, Element, Penske, Auto Intergrate).
Monitor portal compliance requirements and deadlines to prevent payment delays.
Troubleshoot portal issues and coordinate with customers or IT for resolution.
Maintain portal access, user credentials, and documentation.
Identify and implement process improvements for efficiency.
Ensure adherence to CraneWorks policies, accounting standards, and internal controls.
Support audits by providing accurate AR documentation and reports.
Maintain compliance with contractual billing requirements and customer agreements.
Comply with applicable federal, state, and local financial regulations.
Adhere to Generally Accepted Accounting Principles (GAAP).
Ensure confidentiality and security of financial and customer data.
Follow company policies related to ethics, anti-fraud, and internal controls.
Perform additional duties and responsibilities as assigned to support departmental and organizational objectives.
Prepare, file, and track preliminary notices and lien waivers to secure payment, ensuring compliance with statutory deadlines and state laws.