Job Summary: Responsible for executing accounts receivable duties within an assigned group of Sales Partners, including the collection of past due invoices and addressing challenges hindering payment from customers.
Essential Functions:
- Provide customer and sales partner service, resolving payment collection challenges.
- Respond to inquiries from customers and sales partners, and communicate regarding unpaid accounts.
- Maintain detailed account notes in A/R Automation related to invoice collection.
- Report on past-due accounts/invoices to management upon request.
- Review account notes for unpaid invoices following established collection procedures.
- Manage a special exception listing for sales partner/customer matters outside standard collection procedures.
- Prepare statements and special letters upon customer/sales partner request.
- Generate collection letters and make calls to address overdue balances.
- Determine adjustments or write-offs within authority through A/R maintenance.
- Prepare credit memos for proposed adjustments and perform related data entry.
- Complete requests for credits and rebills, maintaining detailed account notes.
- Accept credit card payments via phone and issue receipts.
- Research payment disputes to ensure proper application per guidelines.
- Coordinate with Finance to verify customer tax-exempt information.
- Issue revised invoices and credit notes, acknowledge payments.
- Research unidentified checks, handle overpayments, and process refund check requests.
- Outline detailed actions taken and provide a plan for collecting outstanding balances.
- Collaborate with Credit & Collections Manager and Assistant Manager to adjust/write off balances.
- Discuss with Credit & Collections Manager & Assistant Manager regarding accounts needing collection.
- Adjust sales partner commissions based on factors affecting order value reduction.
- Perform other related duties as assigned.
Education and Experience:
- Specialized knowledge of credit and collection procedures.
- One to two years of customer relations and/or collection experience, preferably with accounting experience.
- Experience with SAP preferred
Competencies/Skills:
- Proficiency in basic Microsoft Office tools.
- Strong oral and written communication skills.
- Advanced mathematical abilities.
- Effective customer relations skills.
Physical, Mental and Environmental Requirements:
- Prolonged periods of deskwork and computer use.
- Ability to concentrate for extended periods and manage multiple tasks effectively.
- Work primarily indoors in a typical office environment, utilizing standard office equipment.
- Interaction with team members and customers in person, via phone, or email.
Certification Requirement: Industry certification at the CAS (Certified Advertising Specialist) level.
Supervisor Responsibilities: None