Req#: 5001070008206POSITION SUMMARY/OBJECTIVE
The Accounts Receivable (AR) Specialist I is responsible for maintaining client & vendor accounts & aged receivables.
ESSENTIAL FUNCTIONS
• Maintain a medium to large base of client and vendor accounts & investigate, reconcile, and collect on accounts.
• Review and process daily client invoices and process monthly client statements.
• Process new account setups, prepare customer account applications for approval, and escalate if over $10K.
• Process account corrections, adjustments, write-offs under $250, and customer satisfaction credits.
• Manage refund requests, release orders/services based on client account status or work with the client directly to satisfy account issues.
• Respond to internal and external client inquiries via AR inbox, email, phone, ACD call, fax, and/or mail.
• Create custom invoices and compile spreadsheets for clients monthly or as requested.
• Assist with RFP requests & CRM entries and maintain margin targets as directed in collaboration with Sales Representatives.
• Reconcile account balances to support custom invoices, or as requested.
• Perform sales support activities transparent to the client including, but not limited, to product inquiry, order status, and invoice inquiry.
• Provide account leadership on an independent basis including coordination of internal analytical, strategy and technical resources, to deliver on client's needs and expectations, while creating a mutually beneficial partnership for Marco and client.
• Manage equipment/contract changes that impact the custom invoice process.
• Accurately maintain documentation and comply with administrative procedures in a timely basis to include time entry.
• Act in accordance with Marco policies and procedures as set forth in the Employee Handbook.
• Perform other related duties as assigned.
QUALIFICATIONS
Education and Experience
• High School diploma and two years of experience in A/R or accounting role; or equivalent combination of education and experience.• An associate degree is preferred.
REQUIRED SKILLS
1. Proficiency with business collaboration tools such as MS Office applications, Outlook, and company specific programs.
2. Excellent communication skills and customer service with internal and external clients.
3. Enthusiastic, dedicated to the challenge of helping other people.
4. Demonstrates attention to detail.
5. Strong ability to exercise independent judgement.
6. Self-starter with the ability to perform with little or no direct supervision.
7. Excellent organizational and time/task management skills with the ability to prioritize tasks and work within a defined timeline and to operate with changing priorities.
8. Function collaboratively as part of a fast-paced, client orientated team.