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Accounts Receivable
4 months ago
LOCAL / SALARIED / FULL-TIME
Job Description
The Accounts Receivable associate is responsible for the day-to-day customer orders and payment processing for Van Beek Natural Science and Nutrition. This position is made up of numerous responsibilities that include working directly with the sales team, providing excellent customer service to the client base, and helping the General Manager and Administration Team. The Accounts Receivable & Customer Service Specialist will ensure organization, efficiency, and accuracy in the support he/she provides to the sales team and management.
Duties and Responsibilities
A. Provide Customer Service (30%)
- Become familiar with customer accounts and payments to provide first-rate customer service to both internal and external customers.
- Be able to provide credit references for existing customers, and conduct credit checks on potential customers.
- Be able to answer questions relating to client accounts from internal and external customers.
- Assist with E-commerce platform as needed.
B. Order Processing (30%)
- Greet customers, guests by telephone, email, or door in a pleasant professional manner.
- Work directly with the operations and the sales team to enter, process, and invoice orders.
- Receive payments on customer accounts.
- Send customer statements once a month via email and/or mail.
- Be able to answer questions customers have on orders, payments, and accounts.
- Willing to work as a team to improve customer service through automation, innovation, and creative problem solving.
C. Sales Support (20%)
- Maintain Inventory Management Systems (FMM, Fishbowl, etc) with new customer information.
- ?Responsible for maintaining quantities of literature, sample bags, and other sales and marketing tools to the nutritionist and sales team.
- Able to support sales by answering basic product questions and forward to appropriate sales funnel.
D. General Clerical Duties (10%)
- Physical and electronic filing and organization of documents.
- Responsible for post office mail drops.
- Organize, monitor, restock samples.
- Organize, monitor, order office supplies.
- Assist with seasonal customer gifting or mass mail projects.
E. Accounting Department Support
- Assist with deposits as needed.
- Assist with addressing, stuffing, stamping envelopes as needed.
- Assist with collections calls to customers as needed.
- Assist with funneling credit applications for approval.
F. Other
- Responsible for completing other tasks requested by the management team to support customer success.
- Work as a team to uphold corporate pillars of success and departmental key performance indicators.
Job Requirements & Skills
Education
- Associate degree or higher emphasizing accounting or business administration preferred.
Work Experience
- 1-2 years of general office/business experience is preferred.
Skills Required
- Interpersonal, verbal, and written communication skills are an absolute necessity.
- Must be well-organized and attentive to detail.
- Must have excellent working knowledge of Microsoft Office.
- The ability to learn and utilize Great Plains, Feed Management Systems, Microsoft Dynamics applications, and other computer software.
- Must excel in math.
- The ability to interact with customers, company employees, and senior executive contacts daily.
- Have a knowledge of QuickBooks and Fishbowl a must and willing to train. Training provided.
Competencies
- Customer service aptitude of patience, attentive, empathetic, creative, unflappable.
- Characteristics of honesty, integrity, and optimism are absolute.
- A good business development problem solving attitude.
- The ability to learn and retain information and processes efficiently.
- The ability to handle sensitive information in a mature and confidential manner.
- Goal oriented.
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