Accounts Receivable Specialist

Job Description

Job Description

We are looking for an organized and detail-oriented Accounts Receivable Specialist to join our team in Blue Ash, Ohio. In this role, you will manage customer payments, monitor outstanding invoices, and ensure timely collections while maintaining positive relationships with clients. You will also collaborate with internal teams to support accurate invoicing and maintain account integrity.

Responsibilities :

• Process various types of customer payments and accurately record cash receipts in the accounting system.
• Monitor overdue invoices and conduct timely collection calls for equipment, parts, rental, and service transactions.
• Resolve customer disputes related to outstanding balances and initiate refunds or adjustments as needed.
• Identify unapplied credits promptly and apply them to appropriate receivable balances.
• Report credit risks or potential bad debt issues to the manager as soon as they are identified.
• Document customer financial statuses and track the progress of collection efforts.
• Maintain organized correspondence files and ensure proper recordkeeping.
• Collaborate with internal teams to uphold payment terms and improve the efficiency of the collection process.
• Set up new customer accounts, including tax statuses and shipping details, while completing registration for portals and questionnaires.
• Track and manage upcoming high-value orders, ensuring proper coordination with sales and service teams.
• Minimum of 3 years of experience in accounts receivable or a related field.
• Proficiency in managing commercial collections and aging accounts.
• Ability to analyze aging reports and prioritize collections effectively.
• Strong organizational skills with attention to detail and accuracy.
• Excellent communication skills for resolving disputes and managing client relationships.
• Competency in using accounting systems and relevant software.
• Ability to collaborate effectively with internal teams to support account management.
• Familiarity with customer onboarding processes and maintaining account integrity.