Accounts Receivable Analyst

8 years

0 Lacs

Posted:3 days ago| Platform: Linkedin logo

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Work Mode

On-site

Job Type

Full Time

Job Description


Job Title: Accounts Receivable – Payment Specialist


Position Summary: The Accounts Receivable – Payment Specialist uses provided dashboards, reports, and other resources to process, verify and apply payments for a portfolio of accounts. They assist in resolving discrepancies, issues and concerns by communicating effectively to varied audiences.


Experience:

Shift:

Required Skillsets:

  • Order Management (including SO contract reading)
  • Billing Setup
  • Payments Expertise
  • Collaboration with Sales Teams
  • Salesforce Experience


Key Duties / Responsibilities:

  • Assists sales partners and customers in making payment arrangements.
  • Communicates with various audiences regarding discrepancies in charges, payments, credits, or balances.
  • Monitor and maintain payment schedules when notified of changed orders.
  • Respond to customer and field requests to obtain payment and payment methods.
  • Regular review of unallocated payments, credits, and debits.
  • Complete account reconciliations.
  • Submit and follow up on payment moves, credits, & refunds within assigned accounts.
  • Assist in related work, additional duties, or projects as needed or required.


Education & Knowledge:

  • Prior knowledge of Salesforce CRM, CPQ, & Billing preferred. Basic skills in Microsoft Office Applications, with a focus on Excel.
  • Proven skillset in basic math
  • College experience preferred, with a focus on accounting or business administration. Commensurate work experience considered.
  • 2+ years account management or payment processing, verification & application experience


Experience / Skills / Abilities:

  • Attention to detail with the responsibility for the quality and content of financial data.
  • Ability to set priorities; well-organized and inquisitive nature to support sound decision making.
  • Skilled in following organizational rules and procedures
  • Ability to maintain confidentiality
  • Professional written and verbal communications skills.
  • Ability to work independently and within a team atmosphere
  • Strong responsiveness and timely communication

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