Deductions Customer Account Representative

Shasta • Gainesville, GA

2d

About The Position

The Deductions Customer Account Representative reviews, validates, documents, and resolves customer payment deductions in accordance with company policy, SOX compliance standards, and financial reporting expectations. The role works cross-functionally with Collections, Order Entry, Sales, Plant Operations, and Logistics to support accurate accounts receivable reconciliation and effective deduction management.

The representative analyzes account documentation to assess and categorize deductions, records authorized expenses with appropriate codes and supporting documentation, and pursues repayment of invalid deductions through the appropriate collection channels. The role also prioritizes aged transactions, maintains follow-up, documents account activity, supports profile review meetings, and ensures required expense approvals. Success includes accurate and timely processing, reduced aged accounts receivable, audit-ready documentation, and sharing practices that improve deduction prevention and recovery.

Requirements

• At least 2 years of experience in accounts receivable, deduction management, or related financial operations; listed as preferred in the posting.
• Strong analytical skills and attention to detail.
• Proficiency in APPX or similar ERP systems.
• Excellent communication and collaboration skills.
• Ability to read, analyze, and interpret common information, reports, and other documents.
• Ability to respond to common inquiries or complaints from customers, regulatory agencies, or company representatives.
• Ability to effectively present information to management.

Nice To Haves

• Familiarity with SOX compliance standards.

Responsibilities

• Analyze bills of lading (BOLs), invoices, customer portals, and account notes to determine deduction legitimacy and categorize claims as authorized expenses or unauthorized deductions due for repayment.
• Record validated deductions in the expense module using appropriate short-pay codes and supporting documentation.
• Recode invalid deductions for repayment on aging and execute the appropriate collections process through customer portals, tickets, or email.
• Triage aged transactions based on value thresholds and age, maintain a consistent follow-up cadence, and collaborate with internal teams and management to resolve bottlenecks on target accounts.
• Partner with Order Entry and Collections to resolve purchase order and invoice discrepancies, and coordinate with Sales Representatives to validate promotional claims.
• Engage Plant and Logistics teams to address disputes related to pallet fines, short shipments, and IVR errors.
• Escalate high-value or delayed deductions to AOC management or executive leadership as needed.
• Accurately record deduction notes, maintain account SOPs, and present deduction summaries and resolution status during profile review meetings.
• Use APPX tools for AR reporting, transaction notes, expense entries, and historical adjustments; access shared inboxes and public drive folders for supporting documentation.
• Follow SOX compliance standards, including obtaining proper expense approvals based on dollar thresholds.
• Share successful dispute resolutions and insights across the AR team, identify and replicate best practices in deduction prevention and recovery, participate in training, and contribute to process optimization initiatives.
• Support accurate, timely deduction processing, reduce aged accounts receivable through proactive engagement and collaboration, and maintain documentation that supports audits and internal reviews.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed