We are looking to hire an accounts receivable clerk as part of the accounts receivable team responsible for wholesale customer billingDuties include answering phones, opening mail, preparing deposits, and applying payments to customer accountsOther functions include reviewing accounts for past due balances, refunding credit balances, supporting credit department functions, and monitoring each customer’s account statusThe position will also be responsible for accurately maintaining customer tax exemption statusThis position reports directly to the accounts receivable lead.
Major areas of responsibility
Opening mail, preparing deposits, and applying payments to customer accounts
Customer account reconciliations
Maintaining weekly call reports for accounts with past due balances, contacting customers to determine payment statusAssisting with resolution of disputed invoices by working with customers and the customer service department
Call center support includes answering inbound calls for the accounts receivable phone queueProvides back-up support for the credit department queue
Provide credit support as needed to assist releasing open terms orders
Maintain tax certificates, reach out to request updates, input tax exemption certificatesAudit freight forwarder tax exempt customers annually.
Validate and update expiring tax certificates in accordance with our existing tax department best practices
Manage communications to the customer requesting updated tax certificatesThis involves mail merge, email blast, and follow up phone calls
Communicate with our wholesale customers when tax information is incomplete, ensuring internal tax files are up-to-date and meeting specific state requirements
Create billing accounts for new wholesale open terms customersCreate and mail welcome letters
Education, skills & experience
Must be detail oriented, accurate and have a keen interest in resolving customer issues
Minimum 2-3 years prior accounts receivable experience is preferred
Must possess a great customer service attitude, work within a call center environment, have excellent phone, verbal, and written skills, and be able to work independently with minimal supervision
Intermediate excel skills – vlookup, pivot tables, mail merge10-key by touch required
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