Credit and Accounts Receivable Specialist
About The Position
The Credit and Accounts Receivable Specialist manages the customer portfolio and mitigates Stäubli’s financial risk by overseeing credit limits, accounts receivable insurance, and tax exemptions. The position reports to the Finance Manager, North America, and is based at the Duncan, South Carolina office. A hybrid schedule may be available after 90 days, based on department needs and workload, with the schedule assigned regularly by the Finance Manager. The role supports customer account validation and maintenance, payment processing, collections, credit management, account reconciliation, order releases, and accounts receivable reporting. The specialist also handles customer requests and incoming accounting inbox messages while following applicable safety, quality, and environmental standards.
Requirements
- Bachelor’s degree in Business or Accounting.
- Four to five years of experience in accounts receivable or credit management.
- Previous experience in customer management.
- Previous experience with an ERP system.
- Familiarity with Excel and spreadsheets.
- Ability to work with tight deadlines.
- Ability to communicate effectively in English.
- Ability to interact with and adjust to different cultures and work environments.
- Ability to sit at a desk and work on a computer for periods of time.
- Ability to lift, push, pull, and carry objects, including lifting up to 25 pounds at times.
- Dexterity and accuracy as needed to operate equipment.
Nice To Haves
- SAP experience is a plus.
Responsibilities
- Validate customer accounts from a financial perspective when requested by Customer Service.
- Update customer payment terms and forms of payment, including ACH, wire transfer, and check, as needed.
- Assist with customer requests to process refunds, provide invoices or statements, and process customer payments.
- Release orders and assist with urgent order releases.
- Reconcile customer accounts using journal entries, credits, or invoices.
- Assist Sales with account reconciliation and collection of past-due amounts.
- Manage credit activities, including creating Coface policies, managing notifications, and sending internal requests.
- Apply tax certificates and tax credits to exempt customer accounts.
- Conduct collections and dunning activities.
- Organize, filter, and respond to incoming messages in the “Usa.accounting” inbox, including statement and invoice requests.
- Process credit card payments.
- Prepare accounts receivable aging reports and KPI graphics.
- Adhere to safety, quality, and environmental standards.
