Account Receivable / Billing Specialist
Account Receivable / Billing Specialist
Our Client - Industrial & Manufacturing company
- San Jose, CA
Job description
The AR & Billing Specialist has a strong customer focus, builds relationships, and provides solutions to both internal and external stakeholders by anticipating and balancing their needs. This role requires an action-oriented team member to take on new opportunities and tough challenges with a sense of urgency, high energy, and enthusiasm. You will drive results, consistently achieve objectives and manage conflict effectively.
The role requires effective communication through multiple channels and understanding the needs of different audiences. Building trust is an essential component of this role, as is actively seeking opportunities for growth and challenge.
Essential Function:
- 45% Billing
- 45% Processing client payments
- 10% Collections
- Process client invoices
- Process client credits and refund requests
- Record and process client payments
- Monthly responsibilities include:
- Create monthly account statements or schedules per client profile
- Review AR ledger and sign off on month-end Accounts Receivable Aging Summary
General responsibilities include:
- Research and resolve all client invoice and payment queries
- Monitor accounts to identify overdue invoices
- Find and contact clients to arrange payment on overdue invoices
- Technology Expertise Required:
- QuickBooks Online
- FileMaker 19.0 or later
- Microsoft Excel (advanced)
- Google Suite
- Bill.com (AR)
All applicants applying for U.S. job openings must be legally authorized to work in the United States and are required to have U.S. residency at the time of application.
If you are a person with a disability needing assistance with the application, or at any point in the hiring process, please contact us at support@themomproject.com.