Accounts Receivable Team Lead

The Accounting Administrator is responsible for supporting customer account setup, credit evaluation, and account maintenance processes. This role ensures accurate customer data, proper credit management, and adherence to company policies while supporting order release decisions and maintaining system integrity across platforms such as P21 and Enlighten.

Essential Functions

 Customer Account Setup & Maintenance

• Manage new customer account setups, ensuring all required information and documentation are complete and accurate.
• Create and maintain customer account structures, including adding and updating “ship-to” locations as required.
• Obtain necessary approvals for cross-regional account setups in accordance with company policies.
• Update customer account information, including contact details, terms, and account attributes as requested.

Credit & Risk Management

• Evaluate customer credit risk and assist in determining appropriate credit limits.
• Update credit limits as needed and ensure all changes are properly documented within the system.
• Analyze customer accounts to support order release decisions and ensure alignment with company credit policies.

Billing & Account Review

• Evaluate monthly charges to ensure accuracy, completeness, and compliance with customer agreements.
• Identify discrepancies and ensure appropriate corrections are made in a timely manner.

Systems & Documentation

• Upload and map all required customers and credit documentation into company systems (P21 and Enlighten).
• Maintain accurate, organized, and up-to-date electronic records for all customer accounts.
• Ensure data integrity and consistency across all systems and platforms.

Qualifications

• High School Diploma or GED is required
• Three years of accounts receivable and/or credit experience
• MS Word, Excel, PowerPoint, 10-Key Adding Machine
• High level of honesty/integrity; ability to be truthful and be seen as credible in the workplace.
• Proper listening, oral and written skills and command of the English language.
• Able to deal with both company employees and outside customers respectfully.
• Must possess the trait of being organized for following a systematic method of performing a task.

Skills taught after hire as needed:

Computer System Training, ISO Orientation & Training, Credit Policy Collection Laws, P21

Founded in 1923, Applied Industrial Technologies (NYSE: AIT) is a leading value-added distributor and technical solutions provider of industrial motion, fluid power, flow control, automation technologies, and related maintenance supplies. Our leading brands, specialized services, and comprehensive knowledge serve MRO and OEM end users in virtually all industrial markets through our multi-channel capabilities that provide choice, convenience, and expertise.

Applied Industrial Technologies is built on a philosophy that puts people first.  We are an equal opportunity employer, and we are committed to a workforce in which we enforce fair treatment and provide growth opportunities for everyone.  All qualified applicants will receive consideration for employment regardless of age, race, color, national origin, genetics, religion, gender, marital status, physical or mental disability, or any other characteristic protected by applicable laws, regulations, and ordinances.