AR Portfolio Specialist III

Dayforce

7d

About The Position

The Accounts Receivable Specialist is responsible for managing and collecting outstanding accounts receivable balances for an established portfolio of customers in accordance with their contractual terms. Activities include dispute resolution, collaboration with cross functional teams, a working knowledge of billing, legal, and other operational processes.

Requirements

• 2-4 years of customer service experience
• BA in Finance, Accounting, Business Administration, or equivalent work experience
• Must have strong planning, organizational, and multi-tasking skills with the ability to be flexible and work well under pressure.
• Thrive in an environment where you need to be self-motivated.
• Comprehensive working knowledge of Windows PC hardware and software
• Intermediate level/knowledge of Microsoft Outlook, Word, Excel, ERP and CRM tools
• Ability to work cross-functionally within a large organization.
• Comfortable communicating (verbal and written) with persons at all levels within an organization.
• Experience in Accounts Receivable, Billing, Customer Services, or other high-volume environments. Strong analytical and problem-solving skills.
• Proficiency in English is required for this position as this role will regularly interact with English-speaking stakeholders, co-workers, managers and/or clients across the world. Further, our back office support teams, including but not limited to Human Resources, are primarily English speaking. Employees need to be able to communicate with these departments in English to appropriately administer their business relationship. Due to the significant high volume of interactions with these English-speaking co-workers, managers, stakeholders and/or clients, which is inherent to this position, it is not possible to reorganize the company's activities to avoid this requirement.

Responsibilities

• Display proactive, collaborative, professional, and customer-focused account management to reduce DSO by collecting on open receivables and improving cash flow, customer satisfaction and retention.
• Analyze customer accounts to identify payment trends and disputes.
• Exercise prudent decision making including the approval and execution of any account-related concessions and credits.
• Escalate delinquent or high-risk accounts in accordance with internal procedures
• Negotiate payment plans within approved authority levels.
• Facilitates meetings with internal/external customers and stakeholders to resolve account inquiries and disputes.
• Utilize NetSuite, Power BI, Excel, Salesforce, and other required tools as needed to assist with day-to-day AR functioning.
• Work collaboratively with cross-functional groups to address any data inaccuracies within the system or customer’s account and to resolve up/down-stream issues or gaps which delay the collection of open AR.
• Reduce on-account cash transactions or payment inaccuracies through client outreach.
• Maintain a working knowledge of services offerings, rates, contracting terms, billing requirements, etc. to aid in day-to-day functioning.
• Attention to detail in record keeping and data entry.

Benefits

• Dayforce is fueled by the diversity of our talented employees. We are an equal opportunity employer and consider and embrace ALL individuals and what makes them unique. We believe our employees should be happy and healthy, with peace of mind and a sense of fulfillment.
• We encourage individuals to apply based on their passions.
• Dayforce encourages personal and professional growth. We offer excellent time away from work programs, comprehensive wellness initiatives and recognition through competitive pay and benefits.
• With a commitment to community impact, including volunteer days and our charity, Dayforce Cares we provide opportunities for you to thrive both in your career and personal life. Our focus is not just on your job but on supporting you to be the best version of yourself.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level