AR Administrator

Accounts Receivable Representative

Job Summary

As an Accounts Receivable Representative, you'll be a vital part of our team, managing tasks essential to the collection process even if not directly involved in collections. Your main responsibilities will include processing invoices, handling various administrative tasks, and assisting with duties related to the AR representative role. You'll also communicate with our sales team to address inquiries and prepare detailed reports on accounts receivable status and performance. Additionally, you'll provide essential administrative support to the finance team as needed.

Job Duties

• Ensure invoices are uploaded daily, escalating any discrepancies to management for review and action.
  
• Regularly pull reports of failed credit card payments, update the AR file, and send a case to Billing/AR Accounting for credit/rebill.
  
• Run a weekly aging report and create cases to offset any zero-balance accounts or write off any balance less than $3 (positive or negative).
  
• Create and pull all backup data to validate refunds/write-offs, while updating banking details and creating appropriate tasks in Salesforce.
  
• Run daily, weekly, and monthly reports as needed.
  
• Ensure e-billing/e-statement reports are completed and input any missing contact information aligned with the AR rep tag of the account.
  
• Action all cases sent to the Finance-Accounts Receivable queue in Salesforce.

Requirements

Job Requirements

• A completed college diploma (Accounting or Finance-related preferred) or related experience.
  
• Two to three years of experience in corporate (B2B) collections, focusing on medium to enterprise-level customers.
  
• Experience with the Accounts Receivable escalation process and taking initiative to resolve account issues (collaborating with sales when necessary).
  
• A solid understanding of fundamental accounting principles.
  
• Intermediate Microsoft Word and Excel skills.
  
• Excellent verbal and written communication skills.
  
• Possess similar experience managing comparable tasks.
  
• Knowledge of customer portals such as Ariba and Coupa (and others).
  
• Customer service oriented.
  
• Experience in the technology industry is an asset.
  
• Willing to work 8:00 AM - 5:00 PM EST Timezone but may change during reporting period

Benefits