Revenue Specialist

Job Description

Job Role: Revenue Specialist Shift: Night Shift Location: Coimbatore Notice Period: Immediate Joiners (preferred) Job Overview: This position reports to the Accounting Manager. The purpose of this role is to be responsible for the reconciliation and posting of all payments received, identify discrepancies, and analyze issues to ensure all payments are posted in a timely manner. Other responsibilities include reviewing and approving orders, preparing, and submitting check requests for credits, preparing, and submitting statements to our clients, and reviewing customers with past due balances. In addition to building and maintaining relationships with customers. This role requires exceptional multi-tasking abilities as you will be answering calls, approving orders, and responding to emails/cases throughout the day. Responsibilities: Order Approval. Orders must be reviewed and ensure accounts are up to date before allowing order to be processed. Orders over the credit limit will be sent to the credit manager for review and approval of credit limit. Payment Postings and Reconciliations. Post payments to customers from all bank accounts, reconciles with posted bank transactions, works with AP department to have refund issued when needed, contacts customers with duplicate payments. Cash Application. Accepts payments for customers who request payments through cases, phone calls or emails for processing. Apply payments to customer invoices per customer remittance. Account Reconciliation . Prepares and records financial transactions for assigned accounts to accumulate and record accurate and timely financial history. Ensures daily deposit reconciliation; maintains daily, monthly reporting for audit purposes. Reconciles daily deposit totals, review, and correct discrepancies. Responsible for cash balancing and reconciliation of bank deposits and communication between internal and external customers. Write off FX fees, and slight differences on accounts. Research and Resolution. Researches and accurately distributes payments with no apparent invoice number, or date-of-service. Research and determine the correct claim for the payment if there is a valid date of invoice and accurately apply payment to correct invoice. Ensures Compliance. Research compliance with customers through online portals, work with the warehouse team to dispute issues. Create customers credit memo in relation to deductions that are on payment, create debit memo to reverse paybacks disputed and paid back to the company. Review and understand customers’ contracts and understand if the credits that customers are taking are indeed valid. Systems Capability. Manage cases in Salesforce, understand how to review customer accounts and orders in the system. Understand how to review and pull copies of statements in Great Plains, understand how to pull copies of invoices, and credits/returns for customers. Manage accounting, collection, and personal inbox emails from internal and external customers. Collections. Review past due customers, send out customers’ statements. Making outbound collection calls in a professional manner while keeping and improving customer relations. Taking inbound calls from customer calls in relation to their account. Qualifications and Skill: (2-3) years of Accounting/Finance experience required. Computer proficiency in Microsoft Office applications and system databases are required. Excellent organizational ability required to manage multiple priorities. Preferred Great Plains experience. Preferred Salesforce experience Strong attention to detail and accuracy. Multi-tasking is strongly recommended. Excellent verbal and written communication skills. Ability to work well in an individual and team environment. Problem solving ability. Ability to safely and successfully perform the essential job functions consistent with the ADA, FMLA, and other federal, state, and local standards, including meeting qualitative and/or quantitative productivity standards. Show more Show less