Accounts Receivable, Billing, Credit and Collections, Customer Support/Service, Detail Oriented, ERP (Enterprise Resource Planning), Microsoft Dynamics, Microsoft Excel, Microsoft Office, Microsoft Outlook, Microsoft Word, Organizational Skills, Presentation/Verbal Skills, Problem Solving Skills, Procedure Development, Risk, Sales, Time Management, Track Customer Issues
RESPONSIBILITIES:
- Review assigned AR aging reports and follow up on past‑due balances per established procedures.
- Contact customers by phone, email, and mail to request payment and resolve routine invoice inquiries.
- Coordinate with Sales, Service, and Billing to support resolution of billing issues.
- Track payment commitments and follow-up on missed or partial payments in accordance with department guidelines.
- Accurately document collection activity and account updates in Microsoft Dynamics 365 and related systems.
- Maintain customer account records, including contact information and correspondence history.
- Escalate complex disputes, non‑responsive accounts, or higher‑risk situations as required.
- Assist with routine collections reporting and provide status updates upon request.
MINIMUM AND/OR PREFERRED QUALIFICATIONS:
EDUCATION:
- High School Diploma or equivalent
EXPERIENCE:
- 2+ years of collections, accounts receivable, or customer service experience
- Experience in a service-oriented environment preferred
CERTIFICATES, LICENSES, REGISTRATIONS:
SKILL REQUIREMENTS:
Technical Skills:
- Working knowledge of Microsoft Office (Excel, Outlook, Word)
- Experience with Microsoft Dynamics 365 or similar ERP systems preferred
Soft Skills:
- Clear and professional verbal and written communication
- Ability to handle routine collection conversations calmly and respectfully
- Strong organizational skills and attention to detail
- Ability to follow procedures and meet deadlines