Accounts Receivable & Claims Specialist

Description Blend Supply is a family-owned company, AS9100 Rev. D-certified distributor of aerospace coatings, industrial supplies, and MRO products. We have been recognized as a Great Place to Work for three consecutive years and take pride in our close-knit, service-driven culture. Position Summary The Accounts Receivable & Claims Specialist is responsible for customer collections, cash application, account reconciliation, credit administration, and oversight of freight claims and customer returns. This person will also help improve how Blend Supply uses Salesforce to manage follow-up, reporting, internal communication, and customer service. The ideal candidate has an accounting mindset, strong attention to detail, and an interest in using technology and automation to improve business processes. Requirements Key Responsibilities Accounts Receivable and Collections Monitor customer accounts and proactively follow up on past-due balances. Process, apply, and reconcile incoming customer payments. Review and distribute invoices and supporting documentation. Investigate and resolve billing discrepancies, deductions, short-pays, and disputed invoices. Maintain clear documentation of collection activity, customer commitments, and follow-up dates. Prepare AR aging reports and collection-status updates. Retrieve remittance information and manage invoice submissions through customer portals when required. Coordinate with Sales when customer involvement is needed to resolve an issue or collect payment. Process approved credit memos, adjustments, and account corrections. Maintain accurate customer account records in Epicor Prophet 21. Support month-end and year-end closing activities. Freight Claims and Customer Returns Maintain centralized oversight of all freight claims initiated by Customer Service Representatives and BDRs. Review each claim to ensure all required documentation has been submitted accurately and on time. Track open claims, filing deadlines, carrier responses, approved amounts, denials, and payments or credits received. Follow up with carriers and internal team members until every claim reaches final resolution. Reconcile carrier payments and credits against the related claim and customer account. Escalate delayed, denied, or incomplete claims requiring additional action. Develop tracking, reporting, alerts, and follow-up processes so no freight claim is overlooked. Provide regular reporting on open claims, claim aging, recovery amounts, and unresolved issues. Coordinate customer RMAs, return documentation, credits, and account adjustments. Work with Sales, Customer Service, and Operations to ensure returns are properly authorized, received, inspected, and resolved. Maintain accurate records and provide visibility into outstanding freight claims and RMAs. Customer Credit Administration Process new customer credit applications and verify that all required documentation has been received. Communicate with customers regarding incomplete applications or additional information needed. Perform reference checks and prepare credit information for management review. Maintain accurate customer credit files and communicate approved credit decisions and terms. Monitor customer accounts for credit concerns and elevate potential risks to Finance leadership. Salesforce and Process Improvement Learn and become the internal business-process owner for AR, credit, freight claim, and RMA workflows within Salesforce. Maintain accurate collection notes, activities, follow-up dates, and relevant customer account information in Salesforce. Identify opportunities to automate routine follow-ups, alerts, assignments, reporting, and internal communication. Help develop Salesforce dashboards and reports for past-due accounts, collection activity, disputes, credit applications, freight claims, and RMAs. Work with Blend Supply’s IT team and third-party Salesforce resources to design, test, document, and implement process improvements. Look for ways to use Salesforce and automation to reduce manual work, improve accountability, and provide better customer service. Help train applicable team members on new processes and maintain clear workflow documentation. Support alignment between Salesforce and Epicor Prophet 21. Required Qualifications Four or more years of experience in accounts receivable, collections, billing, accounting, or a related position. Working knowledge of accounts receivable processes and basic accounting principles. Strong Microsoft Excel and data-entry skills. Strong interest in learning Salesforce, automation, and business-process improvement. Excellent attention to detail, organization, and follow-through. Professional written and verbal communication skills. Strong customer-service, problem-solving, and collection skills. Ability to manage multiple priorities and meet deadlines. High school diploma or equivalent. Preferred Qualifications Experience using Salesforce for account management, reporting, workflows, cases, or automation. Experience participating in Salesforce process design, testing, implementation, or administration. Associate degree in Accounting, Finance, Business Administration, Information Systems, or a related field. Experience using an ERP or accounting system; Epicor Prophet 21 experience is a plus. Experience managing or tracking freight claims and customer RMAs. Experience with customer portals, payment reconciliation, and credit administration. Experience working in distribution, manufacturing, aerospace, or an industrial environment. What We Offer Monday–Friday, 8:00 AM–5:00 PM schedule Three weeks of accrued PTO Ten paid holidays Medical, dental, and vision insurance after 60 days 401(k) with a 100% company match on contributions up to 2% after 90 days Collaborative, family-oriented culture with regular company and team events Blend Supply is an equal opportunity employer. Employment decisions are based on qualifications, merit, and business needs. #J-18808-Ljbffr Blend Supply