Accounts Receivable Clerk

The Accounts Receivable Specialist supports the financial health of Hoover Electric, Plumbing, Heating & Cooling by ensuring customer payments are accurately recorded, accounts are properly maintained, and outstanding balances are actively monitored and resolved. This role works closely with customers and internal teams to address billing questions, resolve discrepancies, and maintain accurate financial records.

The ideal candidate is organized, detail-oriented, dependable, and comfortable communicating professionally with customers regarding account balances and payment expectations.

What Needs to Be Accomplished

Manage Customer Payments and Accounts

• Process and accurately record incoming customer payments in a timely manner.
• Apply payments to the appropriate customer accounts and invoices.
• Maintain accurate and organized customer account and payment records.
• Reconcile customer accounts and research discrepancies as they arise.
• Identify unapplied payments, incorrect balances, or other account issues and work toward timely resolution.

Monitor Accounts Receivable and Collections

• Regularly review accounts receivable aging reports and identify outstanding balances requiring follow-up.
• Contact customers regarding past-due balances and payment status in a professional and customer-focused manner.
• Document collection activity, customer communication, payment arrangements, and account updates.
• Consistently follow up on outstanding balances until payment or resolution is received.
• Escalate significant or unresolved account issues to accounting leadership when appropriate.

Support Accurate Billing

• Assist with invoicing processes and help ensure invoices are issued accurately and timely.
• Respond to customer questions regarding invoices, payments, account balances, and billing discrepancies.
• Research billing concerns and coordinate corrections when necessary.
• Partner with Customer Service, Operations, and other departments to resolve customer billing and account issues.

Support Accounting Operations

• Assist with month-end and year-end accounting processes related to accounts receivable.
• Provide documentation and account information as requested for reconciliations, reporting, or audits.
• Maintain organized records in accordance with company procedures.
• Identify opportunities to improve accounts receivable processes, accuracy, and efficiency.
• Provide additional accounting support as needed.

What Success Looks Like

Success in this role means:

• Customer payments are recorded accurately and within established timelines.
• Customer account balances and records are consistently accurate and up to date.
• Aging reports are actively monitored and past-due accounts receive timely follow-up.
• Outstanding receivables are reduced through consistent and professional collection efforts.
• Payment discrepancies and billing issues are researched and resolved promptly.
• Customer inquiries are handled professionally, respectfully, and with a sense of urgency.
• Accounting records are organized and documentation is complete.
• Month-end and year-end receivable responsibilities are completed accurately and on time.
• Internal departments receive timely communication and support when resolving billing issues.

Traits We Admire

• Highly organized with strong attention to detail.
• Accountable and follows through on commitments.
• Comfortable having professional conversations regarding outstanding balances and collections.
• Strong problem-solving and research skills.
• Able to prioritize multiple responsibilities and meet deadlines.
• Communicates clearly and professionally with customers and coworkers.
• Maintains confidentiality when working with customer and financial information.
• Works well independently while also contributing to a team environment.
• Approaches customer concerns with empathy while maintaining company policies and expectations.
• Demonstrates Hoover’s core values of Honest, Options, Our Work, Value, Empathy, and Reliable.

Requirements

• Previous accounts receivable, billing, collections, bookkeeping, or accounting experience preferred.
• Working knowledge of accounts receivable and basic accounting principles.
• Strong computer skills and ability to learn accounting and customer management systems.
• Proficiency with Microsoft Excel, Outlook, and other Microsoft Office applications.
• Strong written and verbal communication skills.
• Excellent organizational skills and attention to detail.
• Ability to handle sensitive financial and customer information with discretion.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• Service Titan knowledge a plus