Accounts Receivable Specialist II

ABOUT THE CLIENT: Our client is a long-standing company that provides technology solutions to businesses across the U.S. They focus on making tech easier to manage by offering reliable support and practical services tailored to each clients needs. With decades of experience and a strong team of experts, they've built a reputation for helping organizations work smarter and more efficiently.

OVERVIEW: The Accounts Receivable (AR) Specialist II is responsible for maintaining a high level of client & vendor accounts & aged
receivables.

DUTIES & RESPONSIBILITIES:

Maintain a large base of client & vendor accounts & investigate, reconcile, and collect on accounts with minimal direction.
Review and process daily client invoices, and process monthly client statements.
Process new account setups; as well as organize and prepare customer account applications for approval and escalate if over $50K.
Process account corrections, adjustments, write-offs under $500 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.
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
Manage equipment/contract changes that impact the custom invoice process.
Respond to internal and external client inquiries via AR inbox, email, phone, ACD call, fax, and/or mail.
Accurately maintain documentation and comply with administrative procedures in a timely basis to include time entry.
Act in accordance with policies and procedures as set forth in the Employee Handbook.
Perform other related duties as assigned.

QUALIFICATIONS

An associate degree and two years of related experience; or equivalent combination of education and experience.

Proficiency with business collaboration tools such as MS Office applications and Outlook.
Superior internal and external customer service and communication skills.
Enthusiastic, dedicated to the challenge of helping other people.
Demonstrates attention to detail.
Strong ability to exercise independent judgment.
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.
Ability to take lead and initiative on team projects.