Accounts Receivable / Sales Order Clerk

at  Shape Process Automation

ESSENTIAL DUTIES AND RESPONSIBILITIES include but are not limited to the following:

• Review customer accounts.
• Place outbound calls and/or emails in a timely and professional manner.
• Collect customer payments within due dates.
• Daily sales invoicing and emailing invoices and statements to customers.
• Process AR Receipts in accounting software and Excel reports.
• Provide manager weekly updates on past due accounts.
• Resolve billing and customer account issues in a timely manner.
• Enter new projects and sales orders in our ERP system.
• Assist in sales order entry, including creating, processing, and reviewing shipments.
• Update Excel reports related to AR and Project/Sales orders.
• Filing and general administrative tasks, as needed.
• Other duties and tasks as assigned.

REQUIRED KNOWLEDGE, SKILLS, ABILITIES:

• Strong communication and organization skills.
• Attention to detail and eye for accuracy.
• Able to work independently, self-disciplined.
• Excels in problem solving and time management.
• Able to liaison between sales, shipping, and project management department.
• Display excellent customer service skills and a professional demeanor.
• Proficiency in Excel, Sage Accpac, and any ERP software they may have used previously.
• Ability to work longer hours during peak periods.

EDUCATION and EXPERIENCE:

• 2 – 3 years of previous accounting experience (preferably AR and collections).

• Review customer accounts.
• Place outbound calls and/or emails in a timely and professional manner.
• Collect customer payments within due dates.
• Daily sales invoicing and emailing invoices and statements to customers.
• Process AR Receipts in accounting software and Excel reports.
• Provide manager weekly updates on past due accounts.
• Resolve billing and customer account issues in a timely manner.
• Enter new projects and sales orders in our ERP system.
• Assist in sales order entry, including creating, processing, and reviewing shipments.
• Update Excel reports related to AR and Project/Sales orders.
• Filing and general administrative tasks, as needed.
• Other duties and tasks as assigned