ACCOUNTS RECEIVABLE SPECIALIST

Description

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.