Accounts Receivable Specialist I

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.
• Experience in Credit Collections preferred.
• 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.