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Accounts Receivable Associate I
Netrix Global. Collaborate with Sales to resolve billing discrepancies and ensure accurate account reconciliation.
Tech Stack
Tools & technologiesERP
About the role
Key responsibilities & impact- Collaborate with Sales to resolve billing discrepancies and ensure accurate account reconciliation.
- Maintain the integrity and accuracy of customer master data within ERP and CRM systems.
- Conduct approximately 25–30 outbound collection calls daily to follow up on outstanding balances.
- Accurately enter and manage data within company systems, including Salesforce and Intacct (training provided).
- Prepare and distribute customer account statements using Microsoft Excel.
- Process customer credit applications and maintain related documentation.
- Handle credit card payment processing in accordance with company policies.
- Submit and manage invoices through customer portals.
- Assist with cash application activities, including posting payments and reconciling accounts.
- Perform additional duties as assigned to support departmental objectives.
Requirements
What you’ll need- Minimum of 2 years of relevant experience in accounts receivable, credit and collections, or sales operations.
- Experience within the information technology services industry is preferred.
- Proficiency in Microsoft Office Suite, particularly Excel; experience with ERP systems is a plus.
- Strong numerical aptitude and comfort working with financial data
- Excellent written and verbal communication skills
- High level of attention to detail and accuracy
- Demonstrated ability to manage multiple tasks and meet deadlines in a fast-paced, high-intensity environment
- Interest in process improvement, documentation, and operational efficiency.
- Advanced Microsoft Excel skills preferred
- Highly math aptitude
- Familiarity with Sage Intacct ERP, Salesforce CRM, and Kimble PSA systems.
Benefits
Comp & perks- Competitive compensation package
- Comprehensive group benefits to meet the needs of you and your family
- Flexibility
- Time off when you need it
- Casual work environment
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
accounts receivablecredit and collectionssales operationsdata entrycash applicationnumerical aptitudefinancial data managementprocess improvementoperational efficiencyinvoice management
Soft Skills
attention to detailcommunication skillstime managementtask managementadaptabilityproblem-solvingcollaborationorganizational skillsaccuracymultitasking