Accounts Receivable Specialist

The Bolton Group; Dallas (TX); Sur place; USD 55 000 - 75 000; Plein temps

Résumé du poste

The Bolton Group is seeking an Accounts Receivable and Collections specialist in Dallas, TX. The role involves working independently in a supervised distributed environment to manage billing, collections, reconciliations, and customer inquiries across multiple lines of business.

You will act as an expert advisor on AR and Collections services, supporting client servicing and financial operations tasks, including account reconciliation, disputes, and cash flow optimization.

Qualifications

• Accounts Receivable and Collections experience in a supervisory distributed workforce environment.
• Proficient in billing, cash application, reconciliation, and collections processes.
• Analytical mindset with data-driven approach to problem-solving and customer service.

Responsabilités

• Serve as primary contact for billing and collection inquiries from internal and external partners.
• Perform moderately complex AR activities including billing, cash application, reconciliation, and customer research.
• Create and review documents to generate accurate customer billing and assist customers in understanding the billing process.
• Resolve billing disputes and payment issues using data-driven analysis and alternative solutions.
• Identify at-risk customers and coordinate with sales and management to resolve issues impacting receivables strategies.

Description du poste

• Work independently in a supervised distributed workforce environment via Higher Radius. Provide Accounts Receivable and Collections services to customers for all Lines of Business supported, including small to mid-market customers. Act as an expert advisor on Accounts Receivable and Collections services and provide support on client servicing and financial operations-related items, including account reconciliation, collections, analysis, and problem resolution.
• Act as the primary point of contact for billing and collection inquiries from internal and external business partners. Research and resolve a variety of complex internal and external inquiries.
• Efficiently and accurately perform moderate to complex Accounts Receivable activities, including, but not limited to, billing, cash application, reconciliation, customer research, and exception activities for all supported lines of business.
• Create, review, and recommend necessary documents to generate customer billing. Provide accurate and complete information to business partners and customers and assist them in understanding the billing and collection process.
• Resolve billing disputes and payment issues by using a data-driven approach, analyzing and reviewing information, and providing alternate solutions.
• Resolve outstanding aging balances for accounts using knowledge of business systems and their relationship to billing and collections.
• Execute internal and external collection activities to maximize cash flow and ensure company policy, procedures, and financial controls compliance.
• Recommend billing adjustments, write-offs, and customer refunds to management, ensuring documentation is prepared for review and approval.
• Prepare timely and accurate billing and reconciliation reports as needed.
• Identify at-risk customers based on established triggers. Coordinate with customers, sales, management, and other key business partners to solve issues impacting billing and receivables strategies.
• Analyze customer requirements, educate on capabilities, and, in collaboration with the account team, recommend structure, membership, and billing to support complex requirements and performance standards.
• Comply with and maintain data integrity of confidential information, security policies, company policies, internal controls, and procedures.
• Help onboard and mentor new teammates and flex as needed to support the business needs.
• Confirm that accounts receivable are current, that collections strategies are in place to balance customer service and meet payment goals, and that the department adheres to all company policies and procedures.
• Proactively monitor customer account details for non-payments, delayed payments, and other irregularities. Design, implement, and monitor a plan for collecting outstanding amounts due.
• Measure customer service standards and key performance indicators and report on monthly A/R activities, including:
• % of A/R current
• % of A/R greater than 30 days
• % of A/R greater than 60 days
• Assist with A/R collections by directly contacting customers; investigate and resolve customer queries as required.