Rental Accounts Receivable Specialist

Forklifts Group; Orange (CA); On-site; USD 60,000 - 75,000; Full time

Benefits offered by this job

Life & Disability Insurance

401(k) retirement plan with company

Holiday pay & PTO

Sick time (California)

Paid maternity and paternity leave

On-the-job training

Tuition Reimbursement

Leadership Development Initiative

Discounts with GM and Ford Manufactu

Paid training advancement to Journeymn

Tool Loan Program

Safety Eyewear Reimbursement

Company-provided vehicle and phone

Job summary

Forklifts Group in Orange, CA is seeking an Accounts Receivable Specialist to monitor customer activity, verify balances, and ensure accurate posting of payments. This full-time role focuses on timely cash collection and clear communication with customers.

You will maintain customer files, handle delinquent accounts with professionalism, generate reports, and collaborate with Sales and Finance to resolve discrepancies.

Qualifications

• Three+ years business experience preferred.
• Two+ years accounts receivable experience preferred.
• Proficiency in Microsoft Office Suite with advanced Excel skills.
• Strong written and verbal communication.

Responsibilities

• Maintains and updates customer files.
• Verifies transactions and customer payments.
• Release non-emailed invoices to customers with requested support.
• Promotes electronic payment methods and remittance details.
• Contacts delinquent accountholders to request payment professionally.
• Identifies delinquent amounts and informs Sales/Finance as needed.
• Coordinates customer communications with Sales and AR Supervisor.
• Prepares reports on the status of customer accounts.
• Monitors customer tax-exempt certificates for renewals.
• Performs other duties as required.

Skills

Communication skills

Attention to detail

Time management

Proactivity

Tools

Microsoft Office Suite

Excel

Job description

Our company continues to grow across all of its locations. We're looking for people who share our commitment to excellent customer service. See our job openings below.

Service

Our sales team is committed to fostering strong relationships with customers and partners while driving equipment, parts, and service sales. They utilize their industry expertise and market insights to offer customized solutions, helping businesses secure the necessary material handling equipment.

Parts

Our parts team excels in selling parts to internal and external customers through various channels, including over the counter, phone, and online. They enhance our core business performance by supporting operational success and fostering strong customer relationships.

• Life & Disability Insurance
• 401(k) retirement plan with company match
• Holiday pay & PTO
• Sick time (California)
• Paid maternity and paternity leave
• On-the-job training
• Tuition Reimbursement
• Leadership Development Initiative
• Discounts with GM and Ford Manufacturers
• Paid training advancement to Journeyman Level
• Tool Loan Program
• Safety Eyewear Reimbursement
• Company-provided vehicle and phone

Safety

Customer-focused, can-do spirit. Committed to supporting the stakeholders.

Self-Development

Exhibit intellectual curiosity and continuous self-development both professionally and personally.

Integrity

Act with honesty, respect, trust, and thoughtfulness for all coworkers, customers, and partners; believe in Forklifts Group Vision and Mission.

Community Service

Support and participate in activities and initiatives that help others.

Current Forklifts Group Positions

Position:Rental Accounts Receivable Specialist

Location: Orange, CA

Job Id:457

# of Openings:1

Rental Accounts Receivable Specialist, Full Time

Location: Orange, California, 9586

JOB SUMMARY

The Accounts Receivable Specialist is responsible for monitoring customer account activity, verifying balances are being paid within terms, and ensuring payments are being posted correctly.

ESSENTIAL FUNCTIONS

• Maintains and updates customer files, including name or address changes, additional ship-to addresses, mergers, or mailing attentions.
• Verifies transactions and customer payments related to individual customer accounts.
• Release non-emailed invoices to customers with requested support.
• Works with customers to optimize use of electronic payment methods and corresponding remittance detail to enhance cash collection and matching to open invoices.
• Contacts delinquent accountholders to request payment, utilizing a polite and professional communications style (whether phone, email, letter, etc.).
• Identifies delinquent amounts and communicates to Sales Team, escalating issues to the Accounts Receivable Supervisor and Director of Finance, as appropriate.
• Provides information to customers, as necessary, to facilitate customer matching and payment.
• Coordinates customer communication efforts with the Sales Team and Accounts Receivable Supervisor.
• Relays unusual developments to the Sales Team (changes in customer personnel, etc.).
• Research customer discrepancies and past-due amounts with the assistance of the Accounts Receivable Supervisor, Sales Team, and other staff.
• Creates reports regarding the status of customer accounts as requested.
• Monitors customer tax exempt certificates for periodic renewals.
• Reports for work as scheduled and arranges time off in accordance with policy.
• Performs other duties of a similar nature as required.

EXPERIENCE

• Three or more years of business experience preferred.
• Two or more years of accounts receivable experience preferred

ADDITIONAL REQUIREMENTS

• Proficiency in Microsoft Office Suite, with advanced Excel skills.
• Strong written and verbal communication skills.
• Ability to communicate effectively with both internal and external customers.
• Identifies problems and is willing to be part of the solution.
• Anticipates needs of others and performs tasks without being asked, as appropriate.
• Flexibility to adapt to evolution of the role and new processes.
• Ability to work independently and to effectively prioritize demands and execute tasks.
• Complete and accurate in work performed, with keen attention to detail.

DISCLAIMER

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

Forklifts Group provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.