Accounts Receivable Professional

We are seeking a skilled and detail-oriented Accounts Receivable Accountant to join our team.

Responsibilities:

• Collections' Agent will conduct outbound collection calls in a professional manner to maintain customer relationships.
• Instruct customers how to process payments via the company's online portal.
• Provide daily, weekly tracking reports & metrics on outstanding AR.
• Document collection activity within the company collections module and Microsoft Teams shared Excel files including saving of customer communications and updating Sage Intacct Collections module with dates of phone calls & who was contacted and results of conversation.
• Provide customer invoices, statements and contracts as requested by customer.
• Review customer account information with customer.
• Accountable for resolving client-billing problems and decrease accounts receivable delinquency.
• Identify and fully document any disputed items from customers.
• Provide approved ECOs and travel documentation as requested to customers.
• Coordinate with internal client's departments for resolution of disputes.
• Ensure customer payment is received after dispute is resolved.
• Answer inbound calls on the AR general phone line to assist customers with their questions.
• Respond to customer inquiries as received into the AR and collections email distribution lists.
• Listen to voicemails received by customers and return customer calls.
• Process dunning notices upon request.
• Maintain and follow brand standard collection processes.
• Payment application.
• Additional collection and accounts receivable support including invoice generation, as requested.

Specific Collection Processes:

• Statements: Process statements to customers on the 15th of each month (14th if the 15th is a Saturday and 16th if the 15th is a Sunday).
• Finals Collection Processes: Contact via phone call and email to all customers whose final invoices are 5 days past due, identify when payment will be received, contact via phone call and email to all customers whose final invoices are 15 days past due, participate in Collections Suspension process once invoice is greater than 30 days past due, prioritize final invoices immediately past due; prioritize customers with 2 months aged MRR; address invoices >31 days past due; participate in weekly suspension calls; ensure notes on weekly reports are updated; provide additional commentary during meetings.
• MRR Collection Process: Call customers who have aged MRR invoices, prioritizing those who have 2 or more months aged first, and confirm receipt and payment.
• AR collection escalation process: Notify management of difficult customer conversations and of any disputed items or changes that need to be recorded for customer suspension, as soon as information is provided.
• Suspension Process: Maintain and follow suspension collection processes which include documenting multiple phone calls and email communications to customers leading up to suspension if payment is not received within the two-week timeframe; update customer records with new contact information as needed.
• Prioritization & Metrics: Prioritize final invoices immediately past due; prioritize customers with 2 months aged MRR; address invoices >31 days past due; participate in weekly suspension calls; ensure notes on weekly reports are updated; provide additional commentary during meetings.
• Metrics: Call 75 customers a day on past-due balances, maintain the collections email queue, and ensure e-payments are processed within 1 business day of receipt.

Seniority level: Entry level

Employment type: Contract

Job function: Accounting/Auditing and Finance

Industries: Technology, Information and Internet