Accounts Receivable Clerk

Purpose of the Role

This role is responsible for overseeing the invoicing process, managing customer payments, and maintaining accurate records of all transactions related to receivables.

Key Responsibilities and Duties

• Invoice Management: Generate and issue client invoices and statements, ensuring accuracy and compliance with company policies. 
• Payment Processing: Record incoming payments across various channels—ACH, credit card, wire transfer, and checks to customer accounts
• Collections: Monitor overdue accounts and follow up with phone calls to clients for past due payments. Maintain a standardized follow-up process to ensure timely payments.
• Reporting: Be knowledgeable regarding reports on accounts receivable status, including aging reports, outstanding checks, and cash flow projections.
• Customer Communication: Proactively address inquiries/disputes to maintain positive customer relationships and ensure timely payments.
• Collaboration: Work closely with sales and service departments to streamline billing and collection processes.
• Integration: Understand the interplay between invoicing, job work tickets, and percent completion.

Required Competencies

• Education: High school diploma required, further education preferred
• Experience: Experience as Accounts Receivable Clerk or similar position

Skills

• Solid understanding of basic bookkeeping and accounting receivable principles
• Proficient with Microsoft Office, specifically Microsoft Excel
• High degree of accuracy and attention to detail
• Experience with the Sage accounting software preferred
• Strong tact and diplomacy; must be able to interact with all levels of personnel in a professional and courteous manner