Accounts Receivable Specialist

High School diploma
2 to 4+ years of B2B Accounts Receivable experience
2 to 4+ years in a customer-facing role with strong customer service skills and a courteous and professional demeanor
Proven track record of successful customer service with the ability to quickly respond to the customer’s needs and provide appropriate solutions
Excellent written and verbal communication skills and ability to communicate over the telephone and via email in a knowledgeable and effective manner
Basic accounting and bookkeeping background
Working knowledge of Microsoft Office products (Word, Outlook, PowerPoint)
Exceptional Excel Skills
Ability to work both independently and in a team setting with minimal supervision
Excellent organizational, problem solving and time management skills with the ability to prioritize, handle multiple tasks and meet deadlines
Adaptable, quick-thinking with acute attention to detail
A quick learner with initiative, purpose driven and results oriented attitude, capable of working productively in a fast-paced and rapidly changing environment

Answering inbound customer phone calls and instant messages in a timely manner
Supporting Nextiva’s ticketing system
Creating invoices and credit memos to customer accounts
Assisting customers with billing questions and resolving billing issues
Maintaining detailed logs of customer interactions
Performing other billing or accounting tasks as assigned
Receiving and posting incoming payments
Monitoring accounts receivable aging for all overdue accounts
Processing credit applications and setting up customers on invoicing
Communicating with customers with delinquent accounts via email and by phone and attempting to secure payment to settle open accounts
Working with internal customers in other departments as needed
Research account and payment discrepancies to settle customer disputes
Recording information about the financial status of customers and status of collection efforts
Ordering service disconnection of accounts if necessary
Updating customer account information to include change of address, payment or contact information