Customer Account Representative

Finning International; Edmonton; On-site; CAD 55,000 - 75,000; Full time

Job summary

Finning Canada is seeking a Customer Account Representative to join our Edmonton team on a permanent, full-time basis. You will manage an assigned portfolio of customer accounts, support credit and collection activities, and deliver outstanding service to customers and internal stakeholders.

You will proactively collect balances, resolve inquiries, reconcile accounts, and help mitigate credit risk while ensuring compliance with company policies.

Qualifications

• 1–3 years of experience in accounts receivable, collections, or related finance role.
• Experience managing customer accounts, collections activities, and reconciliations.
• Familiarity with ERP/financial software and customer account systems is a plus.

Responsibilities

• Manage an assigned portfolio of customer accounts, including monitoring and collections.
• Provide prompt service for invoicing, payments, and credit inquiries; support internal stakeholders.
• Review credit holds/releases and assist in credit administration and risk mitigation.
• Prepare weekly/monthly accounts receivable and collections reports and seek process improvements.

Skills

Accounts receivable

Collections

Customer account administration

Accounts reconciliation

Excel

Data analysis

ERP systems

Financial software

Education

Business Administration

Accounting

Finance

Tools

ERP systems

Financial software

CRM systems

Job description

Company

Finning Canada

Number of Openings

1

Worker Type

Permanent Position

Overview

Finning Canada is seeking a Customer Account Representative to join our team on a permanent, full-time basis in Edmonton. In this role, you will be responsible for managing an assigned portfolio of customer accounts, supporting credit and collection activities, and providing exceptional service to both customers and internal stakeholders. The successful candidate will proactively collect outstanding balances, resolve account inquiries, perform account reconciliations, and help mitigate credit risk while ensuring compliance with company policies and procedures. This role combines strong customer service, analytical thinking, and account management skills to support Finning’s financial objectives and customer relationships.

Portfolio Management

Manage an assigned portfolio of customer accounts, including account monitoring, collections activities, and maintenance of customer credit records. Proactively contact customers regarding outstanding balances and negotiate payment arrangements within established guidelines. Monitor account aging, delinquency trends, and potential credit risks, escalating concerns as appropriate. Perform account reconciliations and investigate payment discrepancies, short payments, deductions, and disputes. Process approved account adjustments and small-balance write-offs in accordance with company policies. Identify and elevate high-risk accounts, legal matters, repossessions, liens, bankruptcies, and other exceptions to senior team members. Maintain accurate and timely account documentation, collection notes, and customer communications. Meet or exceed established collection and delinquency reduction targets.

Customer Service & Account Support

Provide prompt, professional, and responsive customer service related to account, billing, payment, and credit inquiries. Respond to requests for invoice copies, payment information, credit card authorizations, refunds, netting agreements, and other account-related activities. Support customers and internal stakeholders in resolving account discrepancies and payment issues. Build and maintain positive working relationships with customers while effectively managing collection activities.

Credit Administration

Review and approve credit holds and credit releases for parts, service, and rental transactions within assigned authority levels. Escalate exceptions and non-routine credit decisions as required. Support the administration of customer credit accounts in accordance with company policies and established procedures.

Reporting & Continuous Improvement

Prepare and maintain weekly, monthly, and ad hoc accounts receivable and collections reports. Contribute to process improvement initiatives that enhance efficiency, accuracy, and customer experience. Perform other related duties and responsibilities as assigned.

Qualifications & Experience

• 1 to 3 years of experience in accounts receivable, collections, customer account administration, finance, or a related business environment.
• Experience managing customer accounts, collections activities, account reconciliations, and dispute resolution.
• Experience working with ERP systems, financial software, or customer account management systems is considered an asset.
• Post-secondary education in Business Administration, Accounting, Finance, or a related discipline is considered an asset.
• Working knowledge of accounts receivable, collections practices, credit management, and customer account administration.
• Understanding of basic accounting principles and business processes.
• Familiarity with credit, privacy, and financial compliance requirements is considered an asset.
• Knowledge of corporate policies, procedures, and safety requirements.

Soft Skills

• Strong customer service and relationship-building skills.
• Excellent verbal, written, and interpersonal communication skills.
• Ability to professionally handle difficult customer conversations while maintaining positive business relationships.
• Strong organizational and time management skills with the ability to manage competing priorities and deadlines.
• Demonstrated analytical, problem-solving, and decision-making abilities.
• High level of accuracy and attention to detail.
• Ability to work independently while contributing effectively within a team environment.
• Proficiency in Microsoft Office applications, particularly Excel, with strong account reconciliation and data analysis capabilities.

Why Join Finning?

At Finning, you'll be part of a collaborative and supportive team that values customer service, continuous improvement, and professional growth. We offer the opportunity to build your career with the world's largest Caterpillar dealer while contributing to the success of our customers and business. At Finning, we prioritize creating a diverse and inclusive environment. We are proud to be an equal opportunity employer, and we actively encourage all individuals to express themselves and achieve their full potential. As a company, we continuously strive to enhance our outreach to individuals of all backgrounds and identities. We do not discriminate against applicants based on gender identity, race, national and ethnic origin, religion, age, sexual orientation, marital and family status, and/or mental or physical disabilities. Furthermore, Finning is committed to collaborating with and providing reasonable accommodations /adjustments to individuals with disabilities. If you require an adjustment/accommodation at any point during the recruitment process, please inform your recruiter.

About Us

Finning is the world's largest Caterpillar dealer delivering unrivalled service for over 80 years. The company sells, rents and provides parts and service for equipment and engines to customers in various industries, including mining, construction, petroleum, forestry and a wide range of power systems applications. Finning employs approximately 14,500 people world-wide and operates in three geographies, with the head office in Vancouver, BC, Canada.

OUR DIVISIONS: Finning International Inc. is the corporate head office of the publicly traded corporation, which is listed on the Toronto Stock Exchange under the symbol: FTT. Finning Canada is the authorized dealer for Caterpillar products in British Columbia, Alberta, Saskatchewan, the Northwest Territories, and a portion of Nunavut. Finning South America is the authorized dealer for Caterpillar products in Chile, Argentina, and Bolivia. Finning UK and Ireland is the authorized dealer for Caterpillar products in the United Kingdom and Ireland. Rental of equipment is facilitated through the dealership locations as well as The Cat Rental Store locations in Finning Canada and Finning South America. OEM Remanufacturing - OEM, a Finning enterprise, is one of North America's most advanced engine and powertrain component remanufacturing providers and is located in Edmonton, Alberta.