REQUIREMENTS AND SKILLS

• Previous experience in customer service, collections or sales related experience.
• Strong verbal and written communication skills
• High attention to detail and critical thinking
• Problem-solving, negotiation, and conflict-resolution skills
• Customer-focused and adaptable to different personality types
• Ability to multitask, set priorities and manage time effectively
• Ability to work in a fast-paced and changing environment
• Proficient in Microsoft Excel and other relevant accounting software.
• Knowledge of accounting principles and practices.
• Availability to work a regular schedule of 8am - 5pm, with the availability to work extended hours during critical times such as month-end, quarter-end, and year-end periods
• Reliable internet connection

PREFERRED QUALIFICATIONS:

• Associates degree in Accounting, Finance, or a related field.
• 1+ years experience accounts receivable or a related financial role is preferred.
• 2+ years of customer service experience is preferred.
  

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ABOUT THE ROLE:

The Jr. Accounts Receivable Associate is responsible for assisting in the accounts receivable process and portfolio of accounts, ensuring accurate and timely invoicing, monitoring customer payments, and collaborating with internal teams to resolve any discrepancies. The role involves maintaining detailed records, preparing reports, and supporting senior accounts receivable professionals in various tasks.

RESPONSIBILITIES INCLUDE:

• Payment Processing:
• Post and reconcile payments to appropriate accounts.
• Identify and resolve payment discrepancies and issues.
• Process refunds and reverse payment applications.
• Customer Communication:
• Respond to customer inquiries regarding invoices and payment issues.
• Collaborate with internal departments to resolve customer concerns via a case management system.
• Maintain positive relationships with customers to facilitate smooth payment transactions.
• Account Reconciliation:
• Reconcile accounts receivable records with general ledger entries.
• Investigate and resolve any discrepancies between records.
• Verify invoices were generated in accordance with the contract terms and conditions
• Reporting:
• Prepare and analyze accounts receivable reports for management as needed.
• Provide regular updates on the status of outstanding invoices and collections efforts.
• Collections:
• Assist in the collections process by contacting customers for overdue payments.
• Work with customers to establish payment plans and resolve outstanding issues.
• Manage inbound and outbound communication from consumers and their representatives via phone, email, and chat.
• Manage an accounts receivable portfolio
• Documentation and Record-Keeping:
• Maintain accurate and organized records of all accounts receivable outreaches.
• Ensure that all documentation is in compliance with accounting standards and company policies.
• Ad Hoc Tasks:
• Assist senior accounts receivable professionals and team members with various tasks and projects as needed.
• Participate in process improvement initiatives to enhance efficiency.