ACCOUNTS RECEIVABLE SPECIALIST

Job Title: Accounts Receivable Specialist
Branch: 999
Department: Corporate
Reports to: Accounts Receivable Manager
Date: 11/04/2026

BASIC FUNCTION

Primary Responsibility: The Accounts Receivables Specialist is responsible for managing customer accounts, ensuring timely collections, and delivering a high level of customer service across billing, service, and contract-related inquiries. This role plays a critical function in maintaining cash flow, reducing aging receivables, and strengthening customer relationships within a fast-paced copier dealership environment.

WORK PERFORMED

- Accurately apply payments to customer accounts (checks, wires, and credit cards).

- Manage assigned portfolio of customer accounts to ensure timely payment of invoices.

- Perform daily outbound collection calls and email follow-ups.

- Reduce aging balances, specifically targeting 30/60/90+ day accounts.

- Negotiate payment arrangements and follow through on commitments.

- Document  all collection activity in E-Automate or CRM system.

- Identify high-risk accounts and escalate as needed.

- Recommend  accounts for credit hold or third-party collections.

- Deliver a high level of customer service across billing, service, and contacts.

- Perform other duties as required.
EDUCATION REQUIREMENTS

- Requires high school diploma.
EXPERIENCE REQUIREMENTS

A minimum of 1 year experience in cash application, customer account management, involving advanced recordkeeping (directly related business school or college courses may be substituted equally for up to one (1) year of experience); OR, any equivalent combination of experience and training that provides the required knowledge, skills and abilities.

Experience required in the following areas:

- Working knowledge of account receivables practices and accepted office procedures.

- Ability to create Excel spreadsheets.

- Ability to perform a volume of numerical detail work with speed and accuracy to make difficult mathematical computation with or without mechanical assistance (ability to operate a calculator by touch).

- Ability  to prepare financial and other records in a systematic, neat, legible manner.

- Ability to establish and maintain effective working relationships with co-workers, a variety of governmental employees and officials and the general public.
Additional skills required:

- May require the ability to type at a speed of at least 40 words per minute with a high degree of accuracy.

- Excellent verbal and written communication skills.

- Excellent customer service skills.

- Ability to manage multiple tasks with frequent interruptions, occasionally in urgent situations.

- Ability to communicate, interact and work effectively and cooperatively with people from diverse ethnic and educational backgrounds.
WORK ENVIRONMENT

- May prepare summary sheets or other work papers for supervisor’s or auditor’s use in preparing comprehensive financial statements.

- May perform secretarial functions as needed for assigned staff members.
SPECIAL REQUIREMENTS

- Employees  must complete the required courses as described by Human Resources for all employees.

- This description presents the major responsibilities required for this job title. Individual positions may require the performance of additional duties as assigned.