Sales Support & Accts Receivable Executive

Loomis•New York, NY

3d•Onsite

About The Position

The Sales Support & Accounts Receivable Executive is responsible for providing administrative and operational support to the sales team while ensuring timely invoicing, collection of outstanding payments, and maintenance of customer accounts. The role requires close coordination with customers, sales personnel, operations, and finance teams to ensure smooth order processing, accurate billing, and healthy cash flow.

Requirements

Some college in similar or a related field.
1+ year of sales support and accounts receivable experience.
Proficiency in Microsoft Office, including Excel, and enterprise financial systems such as Oracle.
Excellent communication and customer service skills.
Strong organizational and multitasking abilities.
Attention to detail and high level of accuracy.
Problem-solving and dispute-resolution skills.
Ability to take initiative, work under pressure, and meet deadlines.
Good analytical and reporting capabilities.
Team-oriented with the ability to collaborate across departments.

Responsibilities

Assist the sales team in preparing quotations, proposals, and service agreements.
Coordinate with operations and customer service teams to ensure timely execution of logistics services.
Process customer bookings, rate requests, and shipment-related documentation.
Maintain and update customer records, pricing agreements, and sales databases.
Prepare regular sales reports, customer activity reports, and performance dashboards.
Support customer onboarding and contract administration processes.
Respond to customer inquiries regarding services, rates, shipment status, and account-related matters.
Follow up on sales opportunities and assist in customer relationship management activities.
Generate and issue customer invoices accurately and on time.
Monitor customer accounts and track outstanding receivables.
Conduct regular follow-up with customers regarding overdue payments.
Reconcile customer accounts and resolve billing discrepancies.
Maintain accurate records of collections, payments, and credit notes.
Prepare aging reports and provide updates on collection status to management.
Coordinate with sales and operations teams to resolve disputes affecting payment collection.
Ensure compliance with company credit policies and payment terms.
Support month-end closing activities related to receivables.
Assist in reducing overdue balances and improving cash collection performance.