Accounts Receivable Specialist

Paylocity; Cleveland (OH); On-site; USD 37,000 - 50,000; Full time

Benefits offered by this job

Vacation time

Health

Vision

Dental

Life Insurance and AD&D paid for by by

Supplemental life insurance

FSA/HSA

AFLAC Benefits

401(k) with a match

Job summary

Paylocity in Cleveland is seeking an Accounts Receivable Specialist to maintain the daily AR function and collaborate with sales and operations to streamline processes.

Key duties include monitoring AR aging, applying payments, generating statements, contacting past-due customers, and assisting with month-end close. The role requires 3+ years in AR, proficiency in accounting software and MS Excel, and ERP experience.

Qualifications

• 3+ years of accounts receivable experience in a professional setting.
• Proficiency in accounting software and MS Excel.
• Hands-on experience with AR systems and ERP platforms.
• Excellent organizational skills and attention to detail.

Responsibilities

• Monitor accounts receivable aging and identify overdue accounts.
• Escalate unresolved accounts to management or legal teams as needed.
• Apply cash, credit card and ACH payments from customers.
• Generate and mail customer statements.
• Contact customers with past due balances.
• Communicate with customers via phone, email, mail, or in person.
• Research and resolve collection and invoice issues.
• Assist with month-end closing and reporting.
• Other duties as assigned.

Skills

Accounting software proficiency

AR/accounts receivable experience

MS Excel

General accounting procedures

Data entry and management

Excellent organizational skills

Education

High school diploma or equivalent

Tools

ERP platforms

Job description

Description

Position Summary

The Accounts Receivable Specialist is responsible for maintaining and managing the daily accounts receivable function of the company. The incumbent will collaborate closely with other departments, such as sales and operations to streamline processes.

Duties and Responsibilities

• Monitor accounts receivable aging and identify overdue accounts.
• Escalate unresolved accounts to management or legal teams as needed.
• Apply cash, credit card and ACH payments from customers
• Generate and mail customer statements
• Contact customers with past due balances
• Communicate with customers via phone, email, mail, or personally
• Research and resolve collection and invoice issues
• Assist with month-end closing and reporting
• Other duties as assigned

Requirements

Qualifications

• High school diploma or equivalent required
• Proficiency in accounting software and MS Excel
• Proven experience (3+ years) in accounts receivable management or a similar role
• Hands-on experience with accounts receivable systems and ERP platforms
• Excellent organizational skills
• Knowledge of general accounting procedures
• Proficient in data entry and management

Working Conditions

• Typical office (cubicle) environment
• Position spends the majority of time sitting
• May be exposed to cold temperatures in a warehouse environment, as necessary
• Heavy computer and software applications use
• Ability to move up to 50 pounds
• Ability to bend, stoop, stand and twist

Work Hours

• 40+ hours per week
• Monday through Friday

Pay

• $21.00/hr to start

Benefits

• Vacation time
• Health
• Vision
• Dental
• Life Insurance and AD&D paid for by the company
• Supplemental life insurance
• FSA/HSA
• AFLAC Benefits
• 401(k) with a match

This job description indicates in general the nature and levels of work, knowledge, skills, abilities and other essential functions (as covered under the Americans with Disabilities Act) expected of an incumbent. It is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities required of an incumbent. An incumbent may be asked to perform other duties as required.