Accounts Receivable Specialist

Ergodyne; Minneapolis (MN); Hybrid; USD 48,000 - 62,000; Full time

Job summary

Ergodyne in Minneapolis, MN is seeking an Accounts Receivable Specialist to maintain customer aging, process payments, and respond to inquiries on accounts. This role reports to the Accounting Manager and requires in-office Monday-Thursday with a Friday work-from-home option.

You will manage credit and tax exemption certificates, collaborate with the AR team, and support month-end activities using NetSuite and Excel. Strong communication and data analysis skills are essential.

Qualifications

• Associate's or Bachelor's degree in Finance, Accounting, or a related field.
• Experience reviewing customer statements, identifying issues, and reconciling discrepancies.
• Experience using Excel to analyze, organize, and manage data.
• Effective communication via phone and email.

Responsibilities

• Manage a portfolio of customer accounts and support timely payment.
• Apply payments, reconcile discrepancies, and resolve account issues.
• Coordinate with customers to answer questions and remove payment barriers.
• Lead efforts to collect and maintain customer resale and tax exemption certificates.
• Research missing documentation and obtain records from customers.
• Ensure compliance with state-specific requirements and renewal schedules.
• Use NetSuite, Excel, and similar tools to manage activity and reporting.
• Collaborate with internal teams to resolve issues and support goals.
• Contribute to process improvements for efficiency and accuracy.

Skills

Customer communication

Data analysis

Problem solving

Prioritization

Education

Associate's or Bachelor's degree in Finance/Accounting

Tools

NetSuite

Excel

Job description

Due to company growth, we have an opening on our AR Team!

Reporting to the Accounting Manager, the Accounts Receivable Specialist is responsible for maintaining and reviewing their assigned customer aging, providing the information necessary to get past due invoices paid (B2B collection activities), and answering customer inquiries on their accounts.

They will also maintain resale certificates, work closely with our other AR team members, and cross train on other team tasks. Month end activities include sending statements and completing a few journal entries and workpapers. Other duties as assigned.

This position requires you to be in the office Monday-Thursday with an option to WFH on Friday.

You have already accomplished (required):

• Associate's or Bachelor's degree in Finance, Accounting, or a related field
• Experience reviewing customer statements, identifying issues, prioritizing customer concerns, and reconciling discrepancies
• Experience using Excel to analyze, organize, and manage data
• The ability to communicate effectively and professionally via phone and email

You may have already accomplished (preferred):

• Experience with an ERP system (NetSuite a plus)

What YOU are good at:

• Solving problems and investigating issues to identify practical solutions
• Communicating effectively with a variety of personalities and work styles to foster strong collaboration within the Finance team and across the organization
• Building positive relationships with customers while maintaining professionalism and accountability
• Staying organized, managing competing priorities, and consistently meeting deadlines
• Making thoughtful, timely decisions after analyzing information and considering potential impacts
• Leveraging Excel and other tools to improve accuracy, organization, and decision-making
• Understanding the \"why\" behind processes and seeking opportunities for continuous improvement
• Staying current. Demonstrating curiosity and a passion for learning, growth, and professional development

What WE are good at:

• Working Hard. Playing Hard. Living Tenaciously
• Making well-crafted, innovative, high-function products that Make The Workplace A Betterplace
• Being distinctively and disruptively creative from bow to stern
• Endeavoring to be fair-minded, transparent and positive in all we say and do

Job Duties

Accounts Receivable & Collections

• Manage a portfolio of customer accounts and support timely payment of outstanding balances.
• Apply customer payments, reconcile discrepancies, and resolve account issues.
• Partner with customers to answer questions and remove barriers to payment.
• Lead efforts to collect, validate, and maintain customer resale and tax exemption certificates.
• Research missing documentation and coordinate directly with customers to obtain required records.
• Help ensure compliance with state-specific requirements and renewal schedules.

Teamwork & Process Improvement

• Utilize NetSuite, Excel, and other tools to manage account activity and reporting.
• Partner with internal teams to resolve issues and support business goals.
• Contribute to process improvements that enhance efficiency, accuracy, and customer service.