365id

Customer Accounts/Collections Specialist

365id

full-time

Posted on:

Location Type: Hybrid

Location: Troy • Missouri • United States

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Tech Stack

ERP

About the role

  • Maintain accurate and up-to-date customer account information
  • Respond to daily customer requests for account or invoice changes
  • Develop friendly and lasting relationships with customers regarding their payment activity to ensure timely receipts
  • Prepare and send monthly account statements to customers
  • Prepare Excel spreadsheets of monthly data for external reporting needs
  • Email communication to customers, including report notifications
  • Assist with month-end close including, but not limited to, reconciliation of accounts, detail analysis, and report generation
  • Establish and update process documents for all accounting functions performed
  • Ensure accuracy, completeness, and timeliness of transactions processed
  • Process payments for customer accounts, including all credit card payments, batching, application, and reconciliation with the credit card processor
  • Conduct research on discrepancies and make appropriate corrections or adjustments
  • Other duties as assigned by Finance leadership

Requirements

  • 3-5 years customer account and collection experience
  • Experience in ERP systems (Sage Enterprise Management) beneficial, but not required
  • Outstanding computer skills including Microsoft Excel and Outlook
  • Self-managed, self-starter able to work in rapidly changing environment
  • A team player with excellent communication skills, both verbal and written
  • Able to interface and maintain effective relationships with all departments, business partners, and employees in a team-oriented environment
  • Ability to adhere to hybrid scheduling
Benefits
  • WFH Flexible 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
customer account managementinvoice processingdata reconciliationreport generationpayment processingExcelERP systemscredit card processingdata analysisaccounting functions
Soft Skills
communication skillsteam playerself-managedself-starterrelationship buildingadaptabilityattention to detailproblem-solvingtime managementcollaboration