Accounts Receivable

• Drives sales in assigned territory
• Engages with customers both face to face and virtually
• Develops and implements effective business and territory call plans; effectively identifies and implements live/virtual engagement strategies with customers to maximize overall effectiveness and impact
• Effectively builds rapport and relationships with customers in both live and virtual environments; uses judgment to maintain customer engagement by successfully utilizing existing and ever-changing digital tools for successful customer engagement
• Understands and leverages internal reports and analytics to assist with identifying, developing, and implementing strategic business opportunities
• Compliantly leverages product and disease state knowledge to appropriately educate providers on unbranded and branded product value propositions for relevant patient populations
• Demonstrates strong teamwork capabilities to collaborate effectively and compliantly across the organization to address customer inquiries and advance Pfizer objectives
• Completes all administrative expectations on time and compliantly

Cardiovascular Specialist, Health and Science Professional

• Drives sales in assigned territory
• Engages with customers both face to face and virtually
• Develops and implements effective business and territory call plans
• Effectively identifies and implements live/virtual engagement strategies with customers to maximize overall effectiveness and impact
• Effectively builds rapport and relationships with customers in both live and virtual environments
• Uses judgment to maintain customer engagement by successfully utilizing existing and ever-changing digital tools
• Understands and leverages internal reports and analytics to assist with identifying, developing, and implementing strategic business opportunities
• Compliantly leverages product and disease state knowledge to appropriately educate providers
• Demonstrates strong teamwork capabilities to collaborate effectively and compliantly across the organization

Cardiovascular Specialist

• Drives sales in assigned territory
• Engages with customers both face to face and virtually
• Develops and implements effective business and territory call plans; effectively identifies and implements live/virtual engagement strategies with customers to maximize overall effectiveness and impact
• Effectively builds rapport and relationships with customers in both live and virtual environments; uses judgment to maintain customer engagement by successfully utilizing existing and ever-changing digital tools effectively for successful customer engagement
• Understands and leverages internal reports and analytics to assist with identifying, developing, and implementing strategic business opportunities
• Compliantly leverages product and disease state knowledge to appropriately educate providers on unbranded and branded product value proposition for relevant patient populations and effectively and strategically utilize approved clinically oriented disease state information and patient resources, as applicable
• Demonstrates strong teamwork capabilities to collaborate effectively and compliantly across the organization to address customer inquiries and advance Pfizer objectives.
• Completes all administrative expectations on time and compliantly.

• Provide support with the daily operations of the Accounting and Finance departments.
• Communicate with internal/external stakeholders as necessary to complete job duties.
• Ensure the strict confidentiality and privacy of financial records as they relate to the organization and its customers.
• Updates job knowledge and skills by participating in educational opportunities.
• Accomplishes accounting and organization mission by completing related results as needed.
• Cash Application: Process customer payments by verifying and recording lockbox deposits, electronic payments and credit card payments in a timely and accurate manner.
• Posts customer payments by recording cash, checks, and credit card transactions. Balance and post daily A/R cash batches.
• Process high volumes of transactions with high level of accuracy.
• Process and reconcile accounts receivables and remittances.
• Address payment issues with customers, such as double payments, overpayment, missing remits, or other discrepancies.
• Inform appropriate Collections and Sales team members about short paid issues daily.
• Escalate continued (2 or more payments) short paid items to Accounts Receivable Manager.
• Investigate and resolve misapplied cash transactions.
• Collections: Proactively resolves collections by examining customer payment plans, payment history, credit line; coordinating contact with collections department team.
• Maintain contact with all accounts at least twice per month.
• Contact accounts with 90+ days past due accounts weekly via phone.
• Communicate to Accounts Receivable Manager when accounts are approaching 90+ days past due.
• Maintain phone contact on all accounts 60+ days past due.
• Develop and maintain procedures to ensure customers are paying according to agreed upon payment plan; follow-up promptly when customers fail to pay as they promised.
• Educate customers on payment terms and solve issues with habitual slow paying accounts.
• Run and utilize weekly and monthly aging reports to manage their assigned customers’ payment history.
• Utilize Senior Collectors, Account Receivable Manager and/or Sales team for resolving very difficult situations.
• Maintain and monitor list of customers “On Hold,” ensuring that customers are in compliance with credit policies.
• Review all credit balances, refunds, and adjustments, and apply adjustments and/or corrections to customer accounts.
• Follow up with customers if there are any discrepancies on payments.
• Provide copies of invoices and/or updated reports to customers when required.
• Verify validity of account discrepancies by obtaining and investigating information from sales, contracts, customer service departments, and from customers. Resolves discrepancies.
• Develop relationships with customers to allow for better communication going forward.
• Demonstrate the ability to handle a portfolio and produce exemplary results.
• Other duties as assigned.

Accounts Receivable Specialist

• Own the full Accounts Receivable function, including oversight of outstanding receivables and collection performance along with commission tracking from various partners
• Ensure accurate invoice tracking and drive timely collection of all AR components
• Develop and implement best practices to improve collection efficiency and accelerate payment cycles
• Utilize HubSpot to track collection efforts, manage client communications, and ensure consistent follow-up
• Work within QuickBooks Desktop Enterprise for invoicing, payment application, reconciliation, and reporting
• Conduct proactive client outreach (phone/email) to follow up on invoices and resolve billing inquiries
• Deliver monthly reporting on outstanding revenue, aging, and collection trends
• Partner with Client Service Directors and the VP of Client Services to align on account status and resolve escalations
• Identify and implement process improvements to overall AR performance

Accounts Receivable Supervisor

• Ensure strict HIPAA-compliant confidentiality with all client-related data
• Review customer account reports and follow up to ensure any flags/concerns are notated proactively and communicated to the Customer Billing Advocate (CBA)
• Review A/R Aging Reports and follow up with insurance companies regarding expected reimbursement for outstanding claims
• Notate & document all follow up work on aging claims within A/R Aging Reports as required and documented in standard SOPs
• Meet expectations on deadlines for completion of A/R Aging Reports for each customer supported within POD
• Follow up on denials immediately and communicate any trends to CBA
• Follow up on any open A/R tickets in Salesforce as assigned by CBA
• Meet deadlines assigned for A/R work as assigned by CBA
• Utilize denial management platforms for submission of appeals, reconsideration requests, etc.
• Research specific payor billing rules as needed
• Follow up on claims submitted electronically for primary and secondary payors
• Submit corrected claims when needed
• Attend POD meetings and contribute to agenda items as designated by CBA
• Post payments or submit missing payments to posting team and maintain A/R as assigned
• File appeals to insurance and to insurance commissioner as needed
• Stay informed about Payor and Industry Billing rules
• Review & interpret payor contracts when applicable
• Measure and monitor key metrics related to work performance
• Attend customer meetings as needed with CBA
• Work to meet POD goals collectively as cohesive team
• Foster a positive work environment for colleagues

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