Accounts Receivable Specialist

Summit Fire Protection; Oregon; Hybrid; USD 50,000 - 75,000; Full time

Benefits offered by this job

Paid Vacation and Holidays

Medical Insurance

Dental Insurance

Vision Insurance

401(k) Plan with Company Match

Flexible Spending Accounts

Long-Term Disability - Employer Paid

Short-Term Disability - Employer Paid

Life Insurance for Team Members and D

Employee Assistance Program

Employee Referral Program

Job summary

Summit Companies is seeking an Accounts Receivable Specialist to ensure timely payments for contracts, inspections, and service work across branch locations in Oregon. You will perform collections, document activities in ERP/CRM, and support billing teams to keep accounts current.

The role requires 2+ years in AR/collections within the construction industry, strong English communication, and proficiency with Microsoft Office and ERP/CRM systems.

Qualifications

• 2+ years collections experience in AR/receivables.
• 2+ years relevant customer service experience.
• Strong English communication skills, both written and verbal.
• Proficient withMicrosoft Office and ERP/CRM systems.

Responsibilities

• Perform collections on assigned branch locations and monitor timelines.
• Document communication and efforts in ERP/CRM and internal systems.
• Meet benchmarks and productivity goals as assigned.
• Communicate with customers by phone and email about invoices and services.
• Collect necessary paperwork to resolve remittance differences.
• Document collection activities timely and accurately.
• Prepare for and attend scheduled collection meetings.
• Collaborate with billing staff to resolve billing concerns.
• Provide cash application support for multiple deposits.
• Offer project support as time permits.
• Other duties as assigned.

Skills

Collections experience

Customer service

English communication

ERP/CRM navigation

Education

Associate's or Bachelor's degree in Business/Finance or similar

Tools

Microsoft Office

ERP/CRM systems

Job description

JOB SUMMARY

The purpose of the Accounts Receivables Specialist position is to ensure customers' payments are collected in a timely manner for contracts, inspections, and service work for branch locations, as assigned.

ESSENTIAL JOB DUTIES

• Perform collection efforts on specific branch locations, as assigned.
• Document communication and efforts within the ERP/CRM and internal business systems.
• Achieve set benchmarks or productivity goals, as assigned, and communicated.
• Communicate with customer by phone and email about invoices and services provided.
• Collect necessary paperwork to resolve any remittance differences.
• Timely documentation of collection efforts.
• Prepare for and attend all scheduled collection meetings.
• Work with billing staff to resolve identified billing concerns.
• Cash application back up for multiple deposits received.
• As time permits, provide project support for departmental success.
• Other duties as assigned.

QUALIFICATIONS

Education, Training, Certifications

• Associate's and/or bachelor's degree in Business, Finance or similar; preferred.

Experience, Knowledge, Skill Requirements

• 2 years relevant work experience in the construction industry or accounts receivables
• 2 years collections experience
• 2 years customer service experience
• 2 years of professional computer skills
• 2 years ERP/CRM systems; preferred

Communication Skills

• Must have the ability to effectively read, write and communicate in English with employees and customers.
• Strong interpersonal, written, and oral communication skills.
• Ability to express empathy.

Systems and Software Skills

• Ability to operate a computer, use Microsoft Office required.

Other Qualifications

• Valid driver's license with acceptable driving record required.
• Must be able to comply with SFPH's Drug and Alcohol policy and Background screening requirements, which may also include customer specific requirements based on contractual agreement.

PHYSICAL & WORK ENVIRONMENT REQUIREMENTS

Reasonable accommodations may be made to enable individuals with disabilities to perform Essential Job Duties.Physical Requirements:While performing the duties of this job, the employee is required to sit for long periods. Employee will occasionally be required to bend, kneel, balance, lift <20lb, walk, stand, ascend/descend stairs, drive, twist, and reach above and below shoulders. Employee will frequently be required to drive and walk for periods.Work Environment:Employee will consistently be required to work indoors in an office setting, work alone and with others. Employees will occasionally be required to work outside, and be exposed to hot/cold temperatures, dust, fumes, chemicals, electrical hazards and noise. Employee must occasionally wear all appropriate personal protective equipment, as required by company safety policies while visiting locations.

We are fully committed to equal opportunities for employment to all individuals regardless of race, national origin, gender, religion, sexual orientation, disability, familial status, and any other classification protected under the law. We are an Equal Opportunity, Aff…

While this job description is intended to be an accurate reflection of the position, management reserves the right to modify, add, or remove duties and to assign other duties as necessary.

Summit Companies, through its subsidiaries, is a full-service provider for fire detection, suppression, and security with a full suite of capabilities that includes design, installation, testing, inspections, and maintenance. We serve customers across many verticals on a local, regional, and national scale. We're proud of our well-deserved reputation for quality work that's completed by our talented and experienced installation workforce. Summit Companies is a dynamic organization with endless growth opportunities spanning over 100 locations in more than 30 states.

Our company is consistently recognized for service excellence in the fire protection industry. Summit Companies supports trade skills and workforce development by hosting Recognized Apprenticeships and on-the-job training (OJT) programs for new career-seekers. Many members of our leadership team serve as chair on NFPA code compliance committees, serve on regional safety boards, and support technical education in local schools. Summit Companies supports employees in their professional development by offering continued development, training, and education by encouraging NICET and other career-advancing certifications. We continually strive to be the Employer of Choice for highly motivated team members who want to succeed in a high-growth environment. We encourage initiative, independence, diversity, and personal career growth.

The combination of experience, knowledge, and customer service is the key to our performance and helps us achieve our goal of providing the highest quality of fire protection services to protect lives and property.

Benefits

• Paid Vacation and Holidays
• Medical Insurance
• Dental Insurance
• Vision Insurance
• 401(k) Plan with Company Match
• Flexible Spending Accounts
• Long-Term Disability - Employer Paid
• Short-Term Disability - Employer Paid
• Additional Voluntary Ancillary Benefits such as Accident and Hospital Indemnity
• Life Insurance for Team Members and Dependents
• Employee Assistance Program
• Employee Referral Program

Our Core ValuesPIPE

• We are PASSIONATE about life safety
• We have INTEGRITY (Do the right thing)
• We work in PARTNERSHIP with our customers and community
• We constantly strive for OPERATIONAL EXCELLENCE (Do things right)

Summit Companies participates in E-Verify & in alignment with our commitment to safety, we promote a drug-free workplace. Summit Companies is an equal-opportunity employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, gender, gender identity, sexual orientation, age, status as a protected veteran, among other things, or status as a qualified individual with a disability.