Accounts Receivable Representative

Accounts Receivable Representative Overview

• The Accounts Receivable Representative role focuses on managing customer accounts and ensuring timely payment collection.
• This position is fully onsite and offers a temp-to-perm opportunity for qualified candidates.
• Candidates will review aging reports and prioritize accounts to reduce delinquency and exposure.
• The role involves proactive outreach to customers via phone and email to collect past due balances.
• Team collaboration is essential, partnering with Sales, Billing, and Customer Service teams to resolve account issues.
• Candidates will assist customers with payment solutions, including payment plans and portal usage.
• Monitoring accounts for credit risk and recommending escalation actions is a key responsibility.
• This role requires maintaining accurate documentation of collection activity within the AR system.
• Compliance with company policies and procedures related to accounts receivable is mandatory.

Accounts Receivable Representative Key Responsibilities & Duties

• Review aging reports and prioritize accounts to minimize delinquency and financial exposure.
• Manage a portfolio of customer accounts with proactive outreach for payment collection.
• Investigate and resolve account discrepancies, including disputes and billing issues.
• Collaborate with internal teams to address account issues and facilitate payment resolutions.
• Provide customers with necessary documentation, including statements and invoice copies.
• Assist customers with enrollment in payment solutions and portal usage.
• Monitor accounts for credit risk and recommend escalation actions as needed.
• Document all collection activities clearly and accurately within the AR system.
• Ensure adherence to company policies and standards for accounts receivable activities.

Accounts Receivable Representative Job Requirements

• High School Diploma or GED is required; a Bachelor’s degree in a related field is preferred.
• 1-3 years of experience in Accounts Receivable, bookkeeping, or finance roles.
• Proficiency in accounting/ERP systems such as NetSuite, SAP, or similar platforms.
• Strong communication, negotiation, and follow-up skills are essential.
• Ability to manage a high-volume portfolio effectively and prioritize tasks.
• Proficiency in Microsoft Office, particularly Excel, is required.
• Strong problem-solving skills with a focus on resolution and accuracy.
• Organizational and documentation skills with accountability and follow-through.
• Ability to work independently and collaboratively across teams.