Accounts Receivable Specialist - Service
McKenney's Inc.
Job Description
Job Description
JOB SUMMARY
The Accounts Receivable Specialist will work with external customers and internal teams to ensure the timely payment of service and project invoices. This person will partner with the billing team to ensure all invoices are correctly submitted to our customers. The AR Specialist will also assist in efforts to streamline the processes related to billing and accounts receivable by identifying and documenting opportunities for process improvement and automation.
DUTIES & ESSENTIAL JOB FUNCTIONS
- Communicate and collaborate with customers, billers, account managers, and internal teams to ensure timely payment of invoices while providing exceptional customer service and maintaining professional working relationships.
- Review and manage the aging invoices list to ensure past-due invoices are researched and paid
- Review, research, and resolve unapplied customer payments
- Monitor and manage accounts receivable email inbox
- Process customer credit card payments and ensure transactions are accurately applied to customer accounts.
- Process customer credits, including credit memos and invoice adjustments, ensuring appropriate approvals and accurate account reconciliation.
- Create and maintain customer and site records, ensuring accurate setup and maintenance of customer information to support billing, collections, and operational needs.
- Follow established Standard Operating Procedures (SOPs), update documentation as processes evolve, and identify opportunities to improve efficiency through process improvements and automation.
- Collaborate with and support teams across the Building Services Division and perform cross-training and other departmental support as needed.
- Train new hires on AR and collections-related topics during orientation
- Work with supervisor to create and actively work on a career development plan
- Perform additional assignments per supervisor’s direction in accordance with division and company goals
BASIC QUALIFICATIONS
- At least 1 year of experience in a billing or accounting role
- Proficient in Salesforce, Smartsheet, Dynamics, and Microsoft Office Suite
- High school diploma or GED
PREFERRED QUALIFICATIONS
- 3+ years of experience in the above-mentioned roles
- Bachelor's degree or equivalent experience
- Experience working with customers and collections
KNOWLEDGE, SKILLS, ABILITIES, AND CHARACTERISTICS
- Detail-oriented with strong organizational skills
- Strong problem-solving and critical thinking skills
- Ability to prioritize work and handle multiple projects
- Excellent communication skills, both written and oral
- Well-developed sense of judgment and decision-making
- Must be a self-starter, with the ability to work well as part of a team and independently
- Ability to maximize efficiency and productivity in daily job functions
- Must possess and maintain an exceptional work ethic, uphold company values, and demand the highest standard of conduct from self and others
- Must demonstrate a passion for providing support to internal and external customers
- Must be able to maintain confidentiality and professionalism when appropriate
- Ability to display and maintain a consistent positive and professional attitude
WORKING CONDITIONS AND PHYSICAL EFFORT
- Work is normally performed in a typical interior/office environment
- Work may involve sustained usage of a computer and phone
- No or very limited exposure to physical risk
- No or very limited physical effort required
Moving Safety Forward, our initiative for continuous improvements in our safety culture, reminds us that we are on a journey toward a zero-incident culture. In all we do, we must work to build a partnership with our employees, customers and business associates that empowers them all with the ability to do their jobs safely.
McKenney’s is an Equal Opportunity Employer committed to workforce diversity. Qualified candidates will receive consideration without regard to age, color, religion, sexual orientation, disability, national origin, or gender identity. McKenney’s is a smoke-free and drug-free workplace.
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