Hey Lieu

Accounts Receivable

• Prepare, send, and track client invoices on a timely basis.
• Apply payments (credit card, ACH, checks) to customer accounts accurately.
• Maintain and update the aging report to track outstanding balances.
• Manage AR-related email correspondence and resolve client billing inquiries.
• Organize and file invoices and supporting documentation in customer folders.
• Generate summaries and financial reports for management, including credit memos.
• Support supervisors and account managers with AR-related customer requests.
• Assist in monthly closing activities and ad hoc financial tasks.

Accounts Receivable Specialist

Customer Support

• Respond to customer inquiries via phone, email, and chat promptly and professionally
• Provide quotes, answer service-related questions, and assist with booking moves
• Coordinate scheduling changes and update internal systems accordingly
• Conduct post-move follow-ups to gather feedback and address any concerns
• Escalate complex issues to management when necessary
• Maintain accurate and up-to-date customer records
• Assist with administrative tasks as needed (CRM updates, reporting, etc.)

Accounts Receivable Specialist

Customer Service Virtual Assistant