Accounting, Accounting Close, Accounts Receivable, Automation, Billing, Business Administration, Cash Applications, Cash Management, Communication Skills, Credit and Collections, Cross-Functional, Customer Relations, Customer Support/Service, Data Quality, Depth Perception, Detail Oriented, ERP (Enterprise Resource Planning), Facebook, Finance, Financial Operations, Healthcare, Lift/Move 25 Pounds, LinkedIn, Logistics, Maintain Compliance, Manufacturing, Microsoft Dynamics, Microsoft Excel, Office Equipment, Operational Support, Oracle, Order Management, Order Processing, Order to Cash, Organizational Skills, Past Due Accounts, Payment Processing, Physical Demands, Presentation/Verbal Skills, Pricing, Problem Solving Skills, Reconciliation, Reporting Dashboards, Retail, Revenue Recognition, SAP, Sales, Sales Management, Sales Operations, Salesforce.com, Software Administration, Time Management, Writing Skills
Account & Client Management
Order to Cash Account Manager
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Job Details
Career area Account & Client Management Position Type Date Posted Location
- 3609 Ocean Ranch Blvd Ste 160, Oceanside, CA 92056-2696, United States
- Remote
Pay Rate $75000 per year - $90000 per year Job ID P1-4059226-3
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- 3609 Ocean Ranch Blvd Ste 160, Oceanside CA 92056-2696, United States
- Remote
Order to Cash Account Manager
About KBS
Kellermeyer Bergensons Services (KBS) is the largest privately held provider of facility services in North America, servicing over 2 billion square feet of space daily. We help industry leaders across a wide range of key verticals-including retail, industrial and logistics, healthcare, education, manufacturing, and more-maintain clean, efficient and welcoming spaces that support their operations. As we continue to grow, we're looking for team members who are dedicated, reliable, and ready to contribute to a culture built on respect, opportunity, and pride in service.
If this sounds like you, then why wait, APPLY TODAY!!
Position Summary
We are seeking a detail-oriented and customer-focused Account Manager Order to Cash (O2C) to join our finance team. The O2C Account manager will be responsible for managing the end-to-end order-to-cash process, including sales order entry, resolution variable data validation, invoicing, payment processing, customer account reconciliation, and dispute. This role plays a key part in ensuring smooth financial operations, accurate revenue recognition, and timely collections.
Essential Duties and Responsibilities
Order Management:
- Process sales orders accurately and in a timely manner.
- Validate sales order details including pricing, variable billing input, service frequency and missed service
- Cooperate with sales, operations, and customer service teams to ensure accurate sales orders
Invoicing & Billing:
- Generate and issue customer invoices in accordance with contractual terms.
- Monitor billing discrepancies and work cross-functionally with internal teams to resolve issues.
Cash Application:
- Support the cash application team to correctly apply incoming payments to customer accounts and reconcile daily cash receipts.
- Investigate and resolve unapplied or misapplied payments.
Collections:
- Follow up with customers on overdue accounts and maintain regular communication for timely collections.
Customer Account Management:
- Oversee service lines representing the category of Top 50-100 revenue generating customers and 100 less site locations, likely on demand work but typically standard customer invoicing requirements.
- Respond to customer inquiries regarding invoices, payments, and account statements.
Reporting & Compliance:
- Assist in monthly closing activities related to accounts receivable.
- Generate O2C reports and dashboards as required by management.
- Ensure compliance with internal controls, policies, and audit requirements.
Additional Duties and Responsibilities
As required by management.
Knowledge, Skills, and Competencies
Knowledge
- Strong understanding of the O2C cycle and accounting principles
Skills
- Proficiency in ERP systems (e.g., SAP, Oracle, Microsoft Dynamics) and MS Excel.
Competencies
- Excellent attention to detail, organizational skills, and problem-solving abilities.
- Effective communication skills, both written and verbal.
Educational Qualifications/Job Experience Requirements
Education
- Bachelor's degree in accounting, Finance, Business Administration, or related field.
Experience
- Minimum 5+ years of experience in an Order to Cash, Accounts Receivable, or related finance role.
- Familiriaty with Salesforce, AR automation tools, or billing platforms. (Preferred)
Working Conditions/Physical Requirements
Schedule:
- Regular weekly schedule: weekends or holidays as needed.
The working conditions and physical environments described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Physical requirements:
- Extended periods of work seated at a desk; repetitive hand motions; prolonged use of computer; occasionally lift and carry up to 25 lbs.
- Ability to speak clearly (use of voice).
- Vision requirements include close vision, distance vision, moderate peripheral vision, depth perception and ability to adjust focus.
Environment:
- Office environment generally mild to moderate conditions including varying temperatures and noise levels conducive to a busy workplace and office equipment.
- Lighting varies based on building requirements and may be adjusted within reason.
- Time constraints and related pressures to complete work are high.
Travel: 0-5%
KBS considers all applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, gender identity, and expression, marital or military status, or based on an individual's status in any group or class protected by applicable federal, state, or local law. KBS also provides reasonable accommodations to qualified individuals with disabilities in accordance with the Americans with Disabilities Act and applicable state and local law.
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