Accounts Receivable - Market Analyst

Clipp; Saint Petersburg (FL); On-site; USD 45,000 - 65,000; Full time

Job summary

Clipp is seeking an Accounts Receivable - Market Analyst to improve cash flow and efficiency within the market portfolio. You will work under the Market Team Lead and Senior Manager, Accounts Receivable & Revenue, handling client and partner issues and delivering clear communications to diverse audiences.

Key duties include arranging payment plans, resolving charge discrepancies, and coordinating with sales and production teams to manage holds and payment schedules.

Qualifications

• 1–2 years account management or collections experience.
• Prior knowledge of Salesforce CRM & CPQ preferred. Basic skills in Excel; familiarity with Adobe Acrobat.
• College experience preferred, with a focus on accounting, business administration or finance. Commensurate hands on work experience considered.

Responsibilities

• Manage payment arrangements with sales reps and customers, including payment plans and collections.
• Communicate with customers about discrepancies in charges, payments, and credits; research disputed items.
• Coordinate daily with sales reps and production teams regarding holds or delays for print.

Skills

Salesforce

CPQ

Excel

Adobe Acrobat

Math skills

Education

Accounting

Finance

Business Admin

Tools

Salesforce CPQ

Job description

Description

The Accounts Receivable - Market Analyst is led by their respective Market Team Lead and reports to the Senior Manager, Accounts Receivable & Revenue. This position is accountable for their portfolio of accounts, using provided dashboards, reports and other resources with the sole purpose of driving cash flow and increasing efficiencies. They will respond and resolve client and sales partner issues and concerns and communicate effectively to varied audiences.

Key Duties / Responsibilities

• Responsible for sales representatives and customers to make arrangements for payment, payment plans, and sending accounts to collections.
• Communicates with customers regarding discrepancies in charges, payments, credits, and researches any disputed items.
• Daily communication with sales representatives and production teams regarding potential holds or delays for print.
• Monitor and maintain payment schedules when notified of changed orders.
• Respond to customer and field requests to obtain payment and payment methods.
• Regular review of unallocated payments, credits, and debits.
• Complete account reconciliations.
• Submit and follow up on money moves, credits, & refunds within assigned accounts.
• Follow up on balances 30 days and older.
• Escalate final notice accounts to Bad Debt Specialist
• Assist with training as assigned, including onboarding for new employees.
• Assist in related work, additional duties, or projects as needed or required.

Education & Knowledge

• Prior knowledge of Salesforce CRM & CPQ preferred. Basic skills in Microsoft Office Applications, with a focus on Excel. Basic skills in Adobe Acrobat.
• Basic to advanced math skills
• College experience preferred, with a focus on accounting, business administration or finance. Commensurate hands on work experience considered.
• 1-2 years account management or collections experience

Experience / Skills / Abilities

• Attention to detail with the responsibility for the quality and content of financial data.
• Ability to set priorities; well-organized and inquisitive nature to support sound decision making.
• Excellent communication and relationship building skills with an ability to negotiate and work with a variety of internal and external stakeholders.
• Ability to maintain confidentiality
• Professional written and verbal communications skills.
• Ability to work independently and within a team atmosphere