Position Summary/Objective
The Accounts Receivable (AR) Specialist I is responsible for maintaining client & vendor accounts & aged receivables.
Essential Functions
▪ Maintain a medium to large base of client and vendor accounts & investigate, reconcile, and collect on accounts.
▪ Review and process daily client invoices and process monthly client statements.
▪ Process new account setups, prepare customer account applications for approval, and escalate if over $10K.
▪ Process account corrections, adjustments, write-offs under $250, and customer satisfaction credits.
▪ Manage refund requests, release orders/services based on client account status or work with the client directly to
satisfy account issues.
▪ Respond to internal and external client inquiries via AR inbox, email, phone, ACD call, fax, and/or mail.
▪ Create custom invoices and compile spreadsheets for clients monthly or as requested.
▪ Assist with RFP requests & CRM entries and maintain margin targets as directed in collaboration with Sales
Representatives.
▪ Reconcile account balances to support custom invoices, or as requested.
▪ Perform sales support activities transparent to the client including, but not limited, to product inquiry, order status,
and invoice inquiry.
▪ Provide account leadership on an independent basis including coordination of internal analytical, strategy and
technical resources, to deliver on client's needs and expectations, while creating a mutually beneficial partnership for
Marco and client.
▪ Manage equipment/contract changes that impact the custom invoice process.
▪ Accurately maintain documentation and comply with administrative procedures in a timely basis to include time entry.
▪ Act in accordance with Marco policies and procedures as set forth in the Employee Handbook.
▪ Perform other related duties as assigned.
Qualifications
Education and Experience
▪ High School diploma and two years of experience in A/R or accounting role; or equivalent combination of education
and experience.
▪ An associate degree is preferred.
Required Skills
- Proficiency with business collaboration tools such as MS Office applications, Outlook, and company specific programs.
- Excellent communication skills and customer service with internal and external clients.
- Enthusiastic, dedicated to the challenge of helping other people.
- Demonstrates attention to detail.
- Strong ability to exercise independent judgement.
- Self-starter with the ability to perform with little or no direct supervision.
- Excellent organizational and time/task management skills with the ability to prioritize tasks and work within a defined
timeline and to operate with changing priorities.
- Function collaboratively as part of a fast-paced, client orientated team.
