Credit & Accounts Receivable Specialist III

6 days ago

Austin, United States Veseris Full time
Job DescriptionJob DescriptionDescription:

The Credit and Accounts Receivable (AR) Specialist plays a vital role in managing the company’s high-level customer base. This position focuses on effective collections, reconciling complex billing disputes, and maintaining positive customer relationships, while ensuring proactive sales engagement and controlling past due receivables. This role also supports level II specialists in mentorship and best practices. The Credit and AR Specialist III is responsible for the company’s largest, most complex customer accounts.


Key Responsibilities

  • Resolve past due and disputed items timely, maintaining customer relationships, meeting the team’s metrics consistently.
  • Collaborate with customers, sales teams, and management to address various issues.
  • Drive relationship excellence with customers, sales teams, and various stakeholders.
  • Analyze information to determine the appropriate course of action.
  • Ability to review and make decisions within ambiguous tasks.
  • Mitigate customer risk through effective questioning, credit review, and setting appropriate credit limits.
  • Ensure compliance with both internal and external controls.
  • Adhere to and enforce policies and procedures to support organizational and Credit & Receivables requirements.
  • Exercise judgment and initiative in resolving minor to moderately complex customer issues.
  • Handling large quantity of customer portfolio account management, 400+ accounts / $7-$15M.
  • Support supervisor administrative tasks
  • Engage in other related duties as required or requested.
Requirements:

  • 3-5 years of experience in a similar role
  • Proficiency in Microsoft Excel, Word, Teams, Outlook, and PowerPoint.
  • High level of organizational and prioritization skills, with proven ability to implement as applicable towards job duties. A specialist III should be able to set prioritized agendas for their accounts on a regular basis. They should also be able to keep their account information organized and transparent amongst the team, which entails a high level of attention to detail.
  • Ability to self-lead, lead by example, and motivate others.
  • Proficiency in collections activities, including phone and email communication with customers, reconciling accounts, applying credits, and issuing refunds.
  • Ability to reconcile data and research billing issues.
  • Experience in working closely with sales teams, and comfortable participating in monthly meetings with sales and leadership.
  • Knowledge in credit risk assessment, running credit reports, and establishing payment terms for new clients.
  • Ability to conduct credit reviews for existing customers and consider credit increases.
  • Research and apply new technologies and automation in work processes.
  • Strong problem-solving skills, with the ability to work independently and think outside the box, especially in resolving invoicing issues.
  • Collaborative skills to work effectively with the customer service team.
  • Proficiency in Excel and Microsoft Office Suite.

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