Rental Accounts Receivable Specialist

Forklifts Group•Orange, CA

11d

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 role maintains customer records; verifies account transactions and payments; supports customers with invoice and remittance information; and follows up on delinquent accounts. It also involves coordinating with Sales and finance colleagues, researching discrepancies, preparing account-status reports, and monitoring tax-exempt certificate renewals. The position requires professionalism, reliability, flexibility, independent prioritization, and attention to detail. Duties may change with or without notice.

Requirements

Proficiency in Microsoft Office Suite, including advanced Excel skills.
Strong written and verbal communication skills.
Ability to communicate effectively with internal and external customers.
Ability to identify problems and contribute to solutions.
Ability to anticipate others’ needs and perform appropriate tasks without being asked.
Flexibility to adapt to changes in the role and new processes.
Ability to work independently, prioritize demands effectively, and execute tasks.
Complete and accurate work with keen attention to detail.

Nice To Haves

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

Responsibilities

Maintain and update customer files, including changes to names, addresses, ship-to addresses, mergers, and mailing attention details.
Verify transactions and customer payments for individual accounts.
Release non-emailed invoices to customers with requested supporting information.
Help customers use electronic payment methods and provide remittance details to improve cash collection and invoice matching.
Contact delinquent account holders to request payment through professional phone, email, letter, or other 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 customers with information needed to match and make payments.
Coordinate customer communications 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 on customer account status as requested.
Monitor customer tax-exempt certificates for periodic renewals.
Report to work as scheduled and arrange time off in accordance with policy.
Perform other duties of a similar nature as required.