Customer Account Representative- Deductions

National Beverage Corp • Gainesville, GA

5d

About The Position

The Deduction Customer Account Representative is responsible for reviewing, validating, documenting, and resolving customer payment deductions in accordance with company policy, SOX compliance standards, and financial reporting expectations. This role works cross-functionally with teams including Collections, Order Entry, Sales, Plant Operations, and Logistics to ensure accurate accounts receivable reconciliation and effective deduction management.

Requirements

• 2+ years of experience in accounts receivable, deduction management, or related financial operations preferred.
• Strong analytical skills and attention to detail.
• Proficiency in APPX or similar ERP systems.
• Excellent communication and collaboration skills.

Nice To Haves

• Familiarity with SOX compliance standards is a plus.

Responsibilities

• Deduction Validation & Categorization: Analyze BOLs, invoices, customer portals, and account notes to determine deduction legitimacy and then categorize claims as Authorized expenses or Unauthorized and due for repay. Record validated deductions in our expense module with appropriate short pay codes and supporting documentation while recoding invalid deduction for repay on the aging and executing appropriate collections process via customer portals, tickets, or email.
• Prioritization & Pre-Processing: Triage aged transactions based on value thresholds and days aged, maintain a consistent follow-up cadence and collaborate with internal teams and management to resolve bottlenecks on target accounts.
• Cross-Functional Collaboration: Partner with Order Entry (OE) and Collection (COL) teams to resolve purchase order and invoice discrepancies as well as coordinate with Sales Representatives to validate promotional claims. Additionally engage Plant and Logistics teams to address disputes related to pallet fines, short shipments, and IVR errors and escalate high-value or delayed deductions to AOC management or executive leadership as needed.
• Reporting & Documentation: Accurately record deduction notes and maintain account SOPs for transparency, team coverage, and present deduction summaries / resolution status during profile review meetings.
• System Navigation & Tools: Utilize APPX tools for AR reporting, transaction notes, expense entries, and historical adjustments as well as access shared inboxes and public drive folders for supporting documentation.
• Compliance & Approvals: Ensure adherence to SOX compliance standards, including proper approval of expenses based on dollar thresholds.
• Continuous Improvement & Success Tracking: Share successful dispute resolutions and insights across the AR team as well as identify and replicate best practices in deduction prevention and recovery. Additionally, participate in training sessions and contribute to process optimization initiatives.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 101-250 employees