AR Clerk/ AR Specialist

sgs-job-6045

Business Support
 Texas
AR
Account Receivable
Customer Account Service (CAS)
Invoice
Delinquency
Aging
Collection

Contract - 03+ (Temp to Hire)

Location : Addison, TX Shift: 8:00am to 5pm The Customer Care Accounts Receivable Representative assists customers in response to inquiries about products and services. Assists customer with placing product orders.

Job Responsibilities:

  • Assist specific customers in the division with key back-office processes (e.g., accounts receivable, order processing, customer service, etc.); work in conjunction with
  • Customer Account Services (CAS) back-office resources who will be performing similar functions
  • Resolve internal and external customer issues by returning/acknowledging phone calls and emails in a timely manner and providing responses and resolutions in a
  • reasonable amount of time
  • Answer questions for accounts involved in the accounts receivable process
  • Research accounts and communicate to customers the reason for opening invoices, short pay, and opening credits and document accounts accordingly
  • Follow up on general customer collections as requested by Customer Account Services Accounts Receivable (A/R), utilizing the established delinquency, aging and collection
  • letter and follow up guidelines
  • Work with customers, Salesforce, and Customer Account Services (CAS) Accounts Receivable to complete necessary paperwork and forward to the A/R Supervisor
  • Assist with research of any missing invoices
  • Maintain effective and consistent communication with Sales Teams and employees at CAS
  • Answer general Sales Team questions and resolve issues related to A/R
  • Provide invoice copies and other documents or information requests
  • Processing orders from customers
  • Answer general order inquiries, providing first level support, and minimizing call transfers
  • Stay abreast of state-specific alcoholic beverage laws and state listings laws
  • Responsible for Accounts Receivable functions on all accounts as well as answering inbound phone calls and processing inbound cases

Skills:

  • Knowledge with Generally Accepted Accounting Principles (GAAP), federal regulatory guidelines, and organizational objectives
  • Proficiency using Microsoft Excel spreadsheets in creating pivot tables, develop charts, and complex formula
  • Physical demands include a considerable amount of time sitting and typing/keyboarding, using a computer (e.g., keyboard, mouse, and monitor) or adding
  • machine

Education/Experience:

  • High school diploma or equivalency plus 1 year of experience

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