Rental Accounts Receivable Specialist

Forklifts Group•Orange, CA

12d•$29 - $31

About The Position

The Accounts Receivable Specialist monitors customer account activity, verifies that balances are paid within terms, and ensures payments are posted correctly. The position maintains customer records, verifies transactions and payments, supports electronic payment and remittance processes, and communicates with customers about invoices and overdue balances. It also coordinates with the Sales Team, Accounts Receivable Supervisor, Director of Finance, and other staff to resolve discrepancies, report account status, and maintain tax-exempt certificates.

Requirements

Proficiency in Microsoft Office Suite, with advanced Excel skills.
Strong written and verbal communication skills.
Ability to communicate effectively with internal and external customers.
Ability to identify problems and willingness to be part of the solution.
Ability to anticipate others' needs and perform tasks without being asked, as appropriate.
Flexibility to adapt to changes in the role and new processes.
Ability to work independently, prioritize demands effectively, and execute tasks.
Completeness and accuracy in work, with keen attention to detail.

Nice To Haves

Three or more years of business experience.
Two or more years of accounts receivable experience.

Responsibilities

Maintain and update customer files, including name or address changes, additional ship-to addresses, mergers, and mailing attentions.
Verify transactions and customer payments related to individual customer accounts.
Release non-emailed invoices to customers with requested support.
Work with customers to optimize electronic payment methods and remittance details to enhance cash collection and matching to open invoices.
Contact delinquent accountholders to request payment using polite and professional communications.
Identify delinquent amounts and communicate them to the Sales Team, escalating issues to the Accounts Receivable Supervisor and Director of Finance as appropriate.
Provide information to customers as needed to facilitate customer matching and payment.
Coordinate customer communication efforts with the Sales Team and Accounts Receivable Supervisor.
Relay unusual developments, such as changes in customer personnel, to the Sales Team.
Research customer discrepancies and past-due amounts with assistance from the Accounts Receivable Supervisor, Sales Team, and other staff.
Create reports regarding the status of customer accounts as requested.
Monitor customer tax-exempt certificates for periodic renewals.
Maintain professionalism.
Report for work as scheduled and arrange time off in accordance with policy.
Perform other duties of a similar nature as required.