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Financial Operations Manager
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Account Receivable
3 months ago
Accounts Receivable Specialists maintain the overall accuracy of the accounts, ledgers, and financial records within their remit. They perform a range of administrative and clerical tasks on a day-to-day basis to keep those accounts up to date. Their main duties include:
- Agents are required to contact the Agency in the event of being late, calling out or vacation time. We would also appreciate notification from the agent.
- Basic Excel, SAP and Sales Tool experience is a plus
- Contact customers to determine payment status, assist customers in making payments and resolving customer issues that are deterring payments.
- Must maintain complete confidentiality with regards to company financial matters
- Account Collections B2B background required
- Make 80 - 120 calls daily to customers regarding payment status of outstanding invoices
- Provide customers with copies of invoices, documents as needed
- Facilitate payments from customers, including taking credit card information, providing bank/ACH information or remit to information
- Document customer interactions and collections efforts
- Enter warranty RMAs as needed, addressing customer’s concerns with warranties
- Enter credit request activities to be sent through the credit review process
- Communicate to customer the value of our services, demonstrate our ability to respond to customer’s needs, that differentiate us from competitors
- Build long-term relationships with our customers to enhance retention