Customer Accounting Specialist (Accounts Receivable)
About The Position
First Advantage is currently seeking a Customer Accounting (Accounts Receivable) Specialist. This position is responsible for serving as the account’s receivable liaison in his/her assigned portfolio of small sized business customers. The primary objective is to reduce past due balances, DSO (Days Sales Outstanding) and bad debt while satisfying the customer in ensuring fast, reliable answers to their AR related questions. Maintaining a customer-centric focus and providing an exceptional level of customer service is key in the role. This position will interact via phone and/or email (whichever is most appropriate) with his/her portfolio of customers to identify and resolve issues preventing customer payment. The position is also charged with recording and maintaining information about the resolution efforts in Oracle Financials on a timely basis.
Requirements
- High School Diploma
- 3-5 years Accounts Receivable or collections experience in a B2B (business to business) environment
- Advanced Excel experience required (VLookups, Pivot Tables, etc.)
- Knowledge of basic accounting & reconciliation skills
- Ability to work as an individual and as a team
- Takes initiative to seek process improvement opportunities (has a big-picture view)
- Ability to remain calm in conflict-filled conversations
- Good follow-up and follow through
- ERP systems experience required (Oracle and Seibel preferred)
- Common sense approach and multi-tasking abilities are imperative
Responsibilities
- Initiate/receive phone calls or emails to/from assigned customers in order to secure payment for past due invoices.
- Build partnerships with customer account contacts and the sales organization in order to identify obstacles preventing customer payment, remediation of the obstacles and working to ensure the original obstacle is resolved going forward.
- Identify and resolve disputes according to company standards
- Enter and maintain detailed conversation notes for all assigned customer accounts
- Research unidentified payments with collaboration from finance staff when needed
- Perform account maintenance when necessary or instructed (refunds, credits, write offs, etc.)
- Provide management with weekly, monthly reporting as related to account updates
- All other functions as assigned
Benefits
- Ability to work remotely with occasional business travel.
- Medical, Vision, Dental, and supplementary benefit plans
- 401k with an employer match, and an Employee Stock Purchase Plan (ESPP)
- Competitive and flexible Paid Time Off (PTO) and 9 paid company holidays
- Access to tech and growth opportunities, and leaders who want you to succeed!
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
Number of Employees
1,001-5,000 employees
