Accounts Receivable Specialist

Accounts Receivable Specialist ZINTEX LLC| Lewisville, TX | Full-Time | On-Site Reports to: Controller About the Role ZINTEX LLC, a leading bathroom remodeling company, is seeking a detail-oriented Accounts Receivable Specialist to own the daily AR cycle from contract to cash. This role manages customer setup, invoice, payment application, and job completion reporting across QuickBooks Online and Salesforce, and works closely with the Controller, account managers, and the production team to keep receivables accurate and current. Key Responsibilities Invoicing & Customer Setup Review new contracts daily and set up customer records and support documents in QuickBooks Online, verifying names, addresses, contacts, and project details against Salesforce. Convert approved contracts into invoices in QuickBooks Online, reviewing each for correct billing, accurate sales price, and payment types. Generate First invoices based on Sold dates and second invoices based on scheduled job end dates. Record invoice numbers in Salesforce under the related opportunity or contract. Payment Application & Cash Handling Apply daily payments across all payment types: checks, financing company fundings, credit card merchant settlements, and cash. Match financing payments to the correct customer invoices and post credit card payments once funds are confirmed in the bank account. Verify daily deposits to QuickBooks totals and resolve unapplied payments or credits promptly. Salesforce & Data Integrity Log received payments in Salesforce, updating payment status and amounts on each opportunity and updating opportunity status. Maintain contract information in Salesforce, including customer name corrections, payment type (check/finance/credit card), and post-contract sales price revisions. Keep QuickBooks and Salesforce synchronized — customer names, balances, and contract values must match in both systems — and flag discrepancies to accounting leadership. Reconciliation & Collections Support Conduct Daily reviews of open invoices, unapplied payments and credits, and revenue recognition. Conduct daily Certificate of Completion reviews for all completed projects. Demand letters - gather documentation to create demand letters and send to customers. Monitor QB AR aging report, 30+, notify account managers of accounts requiring follow-up or cancellation, and coordinate with the production team on collection status for delayed payments. Process Improvement & Documentation Develop and maintain standard operating procedures (SOPs) documenting the AR workflow across QuickBooks Online and Salesforce. Qualifications 2+ years of accounts receivable or full-cycle billing experience; construction, remodeling, or home services industry experience a plus. Hands‑on experience with QuickBooks Online required; Salesforce (or comparable CRM) experience strongly preferred. Experience handling multiple payment channels, including consumer financing (e.g., GreenSky or similar) and merchant card settlements, preferred. Proficiency in Excel, including working with reports and synchronization with QB online. Strong attention to detail and accuracy, particularly in matching payments to invoices and keeping systems in sync. Ability to manage a structured daily workflow, meet same‑day posting deadlines, and communicate clearly with sales, production, and accounting leadership. What Success Looks Like Payments are applied on the same day with no unapplied balances at weekend. QuickBooks and Salesforce agree on customer names, balances, and revenue. The weekly AR review updates are complete, accurate, and delivered on time. Benefits Eligible for medical benefits after 30 days of employment. Eligible for PTO after 30 days of employment. Eligible for 401k after 1 year of employment. Software Breadwinner QuickBooks Online Salesforce Excel ZINTEX LLC is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or veteran status. Accounts Receivable (AR) Responsibilities & Workflow 1. Review new contracts and update Salesforce names/payments 8am-8:30am Update contract information in Salesforce when applicable: Change or correct customer names. Add or update payment type (Check / Finance / CC) with loan ID. Adjust sales price if a revision is made post-contract. 2. Customer Setup 8:30am-9am Upload new customer records and supporting documents into QuickBooks Online. Verify customer information matches Salesforce data (name, address, contact, and project details). 3. Invoicing Process 9am-9:30am Convert approved contracts into invoices within QuickBooks Online. Review each invoice for: Correct billing Accurate sales price Proper payment terms Correct Address 4. Payment Application 10am-12:30am Apply payments received from: Checks: Deposit and record in QuickBooks under the correct customer. Finance Companies: Record payments received from the financing source and link to the correct customer invoice. Credit Cards: Post merchant payments once funds are confirmed in the bank account. Cash: Post and record cash payments Verify daily deposits match QuickBooks totals and avoid unapplied balances. 5. Salesforce Updates 1:30pm-2:30pm Log each received payment in Salesforce: Update payment status and amount under opportunity. Update contract information in Salesforce when applicable: Change or correct customer names. Add or update payment type (Check / Finance / CC). Adjust sales price if a revision is made post-contract. 6. Create second invoice from report with scheduled end date. 3pm-4pm Download completed job list Create and upload Journal Entry to recognize revenue Review all COC’s and work with production if any are missing. 8. Reconciliation & Review Conduct weekly reviews of: Open invoices (AR Aging Report) over 30 days old. Unapplied payments or credits sitting in AR. Unearned Revenue and Revenue accounts 9. Reporting Generate the following QuickBooks reports as part of AR review: Accounts Receivable Aging Summary Payments Received Report Open Invoices Report 10. System Integration & Data Accuracy Ensure QuickBooks and Salesforce data stay synchronized: Customer names and balances should match. Any changes to contract or pricing must be reflected in both systems. Flag discrepancies to accounting leadership for review. Responsibility Ownership Task Responsible Frequency Upload customers AR Specialist Daily AM Create 1st and 2nd invoices AR Specialist Daily AM Apply payments AR Specialist Daily by Noon Update Salesforce (payment + contract) AR Specialist Daily Revenue Recognition AR Specialist Daily AR review & reporting AR + Controller Weekly #J-18808-Ljbffr