Lumitex

Customer Support

• Act as the primary order entry/customer service point of contact for Phototherapy customers, providing professional communication, service excellence, and support throughout the sales cycle.
• Manage the full order process from entry to confirmation, including sales and shop order creation, order changes, RMA requests, and customer follow-up, ensuring accuracy and compliance with company procedures.
• Review and coordinate incoming quote requests, working closely with the sales team to ensure timely and accurate responses.
• Maintain and update customer accounts, sales data, and documentation within CRM and ERP systems.
• Partner with operations, quality/regulatory and engineering teams to track order status, delivery schedules, and other customer requirements.
• Prepare and distribute various order and sales reports, production schedules, performance metrics, and analytical tools to support business operations.
• Proactively engage with customers regarding large or high-value invoices, ensuring timely payment and prompt follow-up on overdue payments.
• Contribute to cash flow forecasting by providing regular updates on the timing and status of expected customer payments.
• Coordinate with finance on payment applications, handling of credit notes, refunds, or adjustments as required.
• Verify and monitor customer credit limits.
• Process and apply customer payments through cash application, ensuring timely and accurate posting.
• Conduct collections on past-due invoices, communicating with customers to resolve discrepancies and reduce outstanding balances.
• Perform invoice data entry for Accounts Payable (AP), verifying accuracy and proper coding before processing.
• Execute 3-way matching of AP invoices, purchase orders, and receiving documents to ensure accuracy and compliance prior to payment.
• Reconcile Concur and American Express expense reports, ensuring accurate processing, receipt verification, and adherence to company expense policies.
• Ensure compliance with company policies, contractual obligations, and industry regulations in all sales-related documentation.
• Contribute to continuous process improvement initiatives to enhance sales operations efficiency and customer satisfaction.

Customer Service, AR/AP Support Specialist

Accountant

• Acting as key member of Accounting team, responsible for month-end and year-end close processes and general accounting.
• Coordinate and participate in the month-end, quarter-end, and year-end closing processes.
• Prepare and review journal entries, account reconciliations, and financial analysis.
• Manage the timely and accurate preparation of a monthly reporting package and present it along with potential risk areas to Corporate Controller.
• Monitor, analyze, and prepare manufacturing variance analysis as part of the monthly financial close and analyze the operating results vs. budget and forecasts; identify trends & improvement opportunities.
• Support variance analysis and provide insights to management on financial performance.
• Ensure accuracy of consolidated & entity level general ledger accounts by performing account reconciliations and/or analysis.
• Maintain and update financial tools including ERP G/L and sub-ledgers, asset/patent tracking software, and management financial model.
• Maintain standard cost system in ERP, including setting new standards throughout the year and developing annual standards during the budget/planning process.
• Act as a key liaison for external auditors, coordinating audit requests and documentation.
• Control and coordinate capital spending process including issuing new projects, following up with project owners to ensure timely project closure, and other tasks as necessary.
• Prepare Sales Tax filing as required.
• Participate in physical inventory process.
• Participate in budgeting/planning process as assigned.
• Act as department backup for designated processes, including Accounts Receivable and Timekeeping.
• Support Controller on projects and assignments, as needed.

Customer Service, AR/AP Support Specialist

Senior Accountant