Accounts Receivable Representative

Jobtailor; Council Bluffs (IA); On-site; USD 70,000 - 90,000; Full time

Job summary

Jobtailor seeks an experienced Collections and Order to Cash specialist to manage customer accounts, ensure timely collections, and apply tax laws across multiple states. You will use GetPaid for communications and documentation, collaborating with sales and operations to resolve issues and reduce risk.

You will lead credit adjustments, monitor aging, and prepare documentation for approvals, while maintaining high ethical and analytical standards in a fast-paced environment.

Qualifications

• Minimum eight (8) years experience in Collections and Order to Cash, preferably in electrical or distribution experience and/or product and application knowledge.
• Knowledge or willingness to learn tax laws: IL, IN, IA, PA, WI, MO, OH & KY.
• Demonstrated commitment to ethical standards in professional conduct and decision-making.
• Strong attention to detail with demonstrated analytical and problem-solving capabilities.
• Proactive and solution-oriented mindset.
• Ability to prioritize and act with urgency on time-sensitive matters.
• Demonstrated ability to communicate clearly in written and verbal formats.

Responsibilities

• Engage with a portfolio of customers as a resource providing support and resolution for account-related challenges.
• Collaborate cross-functionally with internal departments to address and resolve customer issues.
• Perform account maintenance and credit limit adjustments.
• Research and resolve sales tax issues.
• Manage job account maintenance and documentation.
• Manage communication strategy on past-due balances.
• Utilize GetPaid collection and communication software to initiate customer communication based on workflow actions.
• Record customer communication and actions in GetPaid.
• Resolve disputed customer items, escalating stalled matters to management.
• Monitor aging, communication of overdue balances, and account reconciliations.
• Conduct regular meetings with sales and operations to review open customer items.
• Analyze scheduled reports for customer action items.
• Recommend changes in customer credit privileges based on provided criteria.
• Communicate approved action items, release criteria, and escalation options.
• Gather and assess documentation for preliminary job account approval.
• Monitor lien deadlines and complete required documents to reduce risk of loss.
• Perform document management, filing, and other administrative tasks.
• Respond professionally and promptly to incoming calls and voicemails.
• Share customer insights and account updates with relevant stakeholders.
• Work with the CAS team on department goals.
• Perform other duties assigned by management.

Skills

Collections and Order to Cash

GetPaid Software Proficiency

Tax laws knowledge

Data analysis

Communication

Attention to detail

Time management

Team collaboration

Proactive mindset

Education

NACM Accreditation

Tools

GetPaid Software

Microsoft Word

Microsoft Excel

Job description

• Engage with a portfolio of customers as a resource providing support and resolution for account-related challenges.
• Collaborate cross-functionally with internal departments to address and resolve customer issues.
• Perform account maintenance and credit limit adjustments.
• Research and resolve sales tax issues.
• Manage job account maintenance and documentation.
• Manage communication strategy on past-due balances.
• Utilize GetPaid collection and communication software to initiate customer communication based on workflow actions.
• Record customer communication and actions in GetPaid.
• Resolve disputed customer items, escalating stalled matters to management.
• Monitor aging, communication of overdue balances, and account reconciliations.
• Conduct regular meetings with sales and operations to review open customer items.
• Analyze scheduled reports for customer action items.
• Recommend changes in customer credit privileges based on provided criteria.
• Communicate approved action items, release criteria, and escalation options.
• Gather and assess documentation for preliminary job account approval.
• Monitor lien deadlines and complete required documents to reduce risk of loss.
• Perform document management, filing, and other administrative tasks.
• Respond professionally and promptly to incoming calls and voicemails.
• Share customer insights and account updates with relevant stakeholders.
• Work with the CAS team on department goals.
• Perform other duties assigned by management.

Requirements

• Minimum eight (8) years experience in Collections and Order to Cash, preferably in electrical or distribution experience and/or product and application knowledge.
• Accreditation from NACM is a plus.
• Knowledge or willingness to learn tax laws: i.e. IL, IN, IA, PA, WI, MO, OH & KY.
• Demonstrated commitment to ethical standards in professional conduct and decision-making.
• Strong attention to detail with demonstrated analytical and problem-solving capabilities.
• Proactive and solution-oriented mindset.
• Ability to prioritize and act with urgency on time-sensitive matters.
• Demonstrated ability to communicate clearly in written and verbal formats.
• Demonstrated time management and organizational skills, including an ability to plan and manage multiple priorities simultaneously.
• Proficiency in general personal computer applications and Microsoft Office software, including Word and Excel.
• Ability to work well in a team environment.
• “Can do” attitude.
• Sense of urgency to follow up on time-sensitive matters.
• Ability to sit for prolonged periods of time.
• Ability to utilize a computer keyboard, computer monitor, adding machine, and telephone for prolonged periods of time.
• Ability to occasionally climb a ladder and step stool.
• Ability to lift, carry, and otherwise transport work-related materials that frequently weigh up to 25 lbs. and may occasionally weigh in excess of 25 lbs.

Core Competencies

Demonstrates extensive experience in Collections and Order to Cash processes, with a strong focus on customer account management, credit limit adjustments, and resolution of account-related challenges. Proficient in utilizing GetPaid software for communication and documentation, while maintaining a proactive and solution-oriented approach to customer service.

Highest-signal resume keywords

• Collections And Order To Cash Experience
• GetPaid Software Proficiency
• Knowledge Of Tax Laws
• NACM Accreditation
• Strong Analytical And Problem-Solving Skills

ATS Optimization Keywords

Hard Skills

• Account Maintenance
• Credit Limit Adjustments
• Sales Tax Issue Resolution
• Document Management
• Account Reconciliation
• Microsoft Office Proficiency
• Data Analysis
• Communication Strategy Management
• Customer Communication
• Time Management

Soft Skills

• Attention To Detail
• Proactive Mindset
• Clear Communication
• Organizational Skills
• Team Collaboration

Certifications & Qualifications

• NACM Accreditation

Industry Keywords

• Electrical Distribution
• Order To Cash
• Collections
• Credit Privileges
• Lien Deadlines

Tools & Technologies

• GetPaid Software
• Microsoft Word
• Microsoft Excel