Accounts Receivable Liaison

Southern Glazer's Wine and Spirits; Katy (TX); On-site; USD 35,000 - 52,000; Full time

Benefits offered by this job

Medical and prescription coverage

Dental and vision plans

401(k) plan

Tuition assistance

Wellness program

Parental leave

Vacation accrual

Paid sick leave

Job summary

Southern Glazer's Wine and Spirits is seeking a Customer Care Accounts Receivable Representative in Texas to support accounts, process orders, and resolve inquiries. The role focuses on accounts receivable tasks, back-office collaboration, and cross-functional communication with sales teams.

The ideal candidate has strong data-entry skills, experience with AS/400, Salesforce, and SAP, and is skilled at analyzing data from multiple sources.

Qualifications

• High school diploma or equivalent plus two years of relevant experience in customer service or similar environment.
• Extensive experience with AS 400, Salesforce, and SAP preferred.
• Accurate and quick data-entry skills including "10 key-by-touch" proficiency.
• Ability to analyze data from multiple sources and systems including spreadsheet analysis.
• Strong math skills and ability to problem solve and think critically.

Responsibilities

• Assist customers in accounts receivable and back-office processes, coordinating with NCC back-office resources.
• Resolve issues by returning calls and emails timely and providing responses and resolution.
• Provide invoice copies and respond to general order inquiries, serving as first level support.
• Process incoming orders and stay informed on state beverage laws.
• Maintain communication with Sales Teams and NCC, and assist with missing invoices research.
• Work with customers, Salesforce, and NCC Accounts Receivable to complete paperwork.

Skills

Accounts receivable

Data entry

Analytical thinking

Communication

Education

High school diploma or equivalent

Tools

AS/400

Salesforce

SAP

Job description

Shape a remarkable future with us. Build a career working for an industry leader that truly invests in their people – and equips them with leading technology, continuous learning, and the ability to bring their best selves to work. As North America's largest total beverage distributor, Southern Glazer’s isn't just one of Forbes’ Top Private Companies; it's a family-owned business with deep roots dating back to 1933.

Southern Glazer’s is proud of its well-earned positive reputation, continually achieving accolades for our outstanding workplace culture. We take pride in creating a culture where our people are valued, supported, and provided opportunities for growth and belonging.

As a full-time employee, you can choose from a wide-ranging menu of our Top Shelf Benefits, including comprehensive medical and prescription drug coverage, dental and vision plans, tax-saving Flexible Spending Accounts, disability coverage, life insurance plans, and a 401(k) plan. We also offer tuition assistance, a wellness program, parental leave, vacation accrual, paid sick leave, and more.

By joining Southern Glazer’s, you would be part of a team that values excellence, innovation, and community. This is more than just a job – it's an opportunity to build the future of beverage distribution and grow with a company that truly cares about its people.

Overview

The Customer Care Accounts Receivable Representative assists customers in response to inquiries about products and services. Assists customer with placing product orders.

Primary Responsibilities

• Assist specific customers in the division with key back-office processes (e.g., accounts receivable, order processing, customer service, etc.); work in conjunction with National Call Center (NCC) back-office resources who will be performing similar functions
• Resolve internal and external customer issues by returning/acknowledging phone calls and emails in a timely manner and providing responses and resolution in a reasonable amount of time
• Answer questions for accounts involved in the accounts receivable process
• Research accounts and communicate to customers the reason for open invoices, short pays, and open credits and document accounts accordingly
• Follow up on general customer collections as requested by National Call Center Accounts Receivable (A/R), utilizing the established delinquency, aging and collection letter and follow up guidelines
• Work with customers, Salesforce, and National Call Center (NCC)Accounts Receivable to complete necessary paperwork and forward to the A/R Supervisor
• Assist with research of any missing invoices
• Maintain effective and consistent communication with Sales Teamsand employees atNCC
• Answer general Sales Teamquestions and resolve issues related to A/R
• Provide invoice copies and other document or information requests
• Process incoming orders from customers
• Answer general order inquiries, providing first level support, and minimizing call transfers
• Stay abreast of state-specific alcoholic beverage laws and state listings laws
• Responsible for Accounts Receivabl functions on all accounts as well as answering inbound phone calls and processing inbound cases
• Perform other job-related duties as assigned

Additional Primary Responsibilities

Minimum Qualifications

• High school diploma or equivalency plus two years of relevant experience in a customer service or similar business environment
• Extensive experience with AS 400, Salesforce, and SAP preferred
• Accurate and quick data-entry skills including "10 key-by-touch" proficiency
• Ability to analyze data from multiple sources and systems including proficiency with spreadsheet analysis (e.g.creating pivot tables, charts, and complex formulas)
• Strong basic math skills and ability to problem solve and think critically and analytically
• Ability to prioritize multiple tasks, work effectively under deadlines, take direction and initiative to perform assigned duties with minimum supervision
• Strong writtten and verbal communication skills including proofreading and review to complete work effectively and to collaborateacross multiple functions and leadership levels
• Strong attention to detail and organizational skills with a proficiency for low data error rates
• Travel not expected, but may be required for urgent business needed

Physical Demands

• Physical demands include a considerable amount of time sitting and typing/keyboarding, using a computer (e.g., keyboard, mouse, and monitor) or adding machine
• Physical demands with activity or condition may occasionally include walking, bending, reaching, standing, and stooping
• May require occasional lifting/lowering, pushing, carrying, or pulling up to 20lbs

EEO Statement

Southern Glazer's Wine and Spirits, an Affim…

Southern Glazer's Wine and Spirits provides competitive compensation based on estimated performance level consistent with the past relevant experience, knowledge, skills, abilities and education of employees. Unless otherwise expressly stated, any pay ranges posted here are estimates from outside of Southern Glazer's Wine and Spirits and do not reflect Southern Glazer's pay bands or ranges.

If you have any questions or concerns about whether this posting complies/adheres with local pay transparency requirements, please contact the SGWS talent acquisition team at [e-mail]