Accounts Receivable Clerk

Accounts Receivable Clerk Workman Success Systems Sandy, Utah, United States About this position As an Accounts Receivable Clerk, you play a vital role in managing and tracking incoming payments to ensure our financial records remain accurate and up to date. This is an in-office, part-time position requiring approximately 25–30 hours per week. Preferred hours are Monday through Friday, 9:00 AM to 2:00 or 3:00 PM. Depending on business needs and performance, this position may have the opportunity to transition into a full-time role in the future. In this role, you will handle invoicing, monitor accounts for outstanding balances, communicate with clients regarding past-due accounts and payment discrepancies, and work closely with other departments to gather information and resolve billing issues. Your attention to detail, organization, and follow-through will contribute to maintaining healthy cash flow and supporting the overall financial stability of the organization. As an Accounts Receivable Clerk, you play a vital role in managing and tracking incoming payments to ensure our financial records remain accurate and up to date. This is an in-office, part-time position requiring approximately 25–30 hours per week. Preferred hours are Monday through Friday, 9:00 AM to 2:00 or 3:00 PM. Depending on business needs and performance, this position may have the opportunity to transition into a full-time role in the future. In this role, you will handle invoicing, monitor accounts for outstanding balances, communicate with clients regarding past-due accounts and payment discrepancies, and work closely with other departments to gather information and resolve billing issues. Your attention to detail, organization, and follow-through will contribute to maintaining healthy cash flow and supporting the overall financial stability of the organization. Compensation: $22 - $25 hourly Responsibilities: Accounts Receivable Monitor and maintain assigned customer accounts. Apply payments accurately and investigate unapplied or misapplied payments. Reconcile customer balances and resolve billing discrepancies. Maintain accurate customer account records and payment history. Reconcile daily bank and payment processor transactions in QuickBooks Online (QBO). Accurately categorize daily transactions in QBO in accordance with company accounting policies. Research and resolve discrepancies between payment processors, bank activity, and customer accounts. Collections Manage the collections process for all past-due accounts. Contact customers by phone, email, and text regarding outstanding balances. Document all collection activity and customer communication. Follow up consistently until payment is received or the account is escalated. Identify high-risk accounts and communicate concerns promptly to the Accounting Manager. Recommend accounts for outside collections or legal action when appropriate. Reporting Communication Review AR aging reports regularly and prioritize collection efforts. Provide weekly updates on collection activity and delinquent accounts. Work closely with Sales, Customer Success, and Accounting to resolve account issues. Respond promptly to customer billing questions and invoice requests. Qualifications: Working knowledge of accounting principles. 2+ years of Accounts Receivable or collections experience preferred. Experience with QuickBooks Online (QBO) required. Experience with Chargeover and Stripe is a plus. Experience reconciling multiple bank accounts, credit card accounts, and payment processors. Experience working with multiple entities or companies under shared ownership is preferred. Proficient in Microsoft Excel or Google Sheets. Strong communication, organization, and problem-solving skills. Ability to prioritize tasks, manage deadlines, and maintain accuracy in a fast-paced environment. About Company WorkmanSuccessSystemsisabusinesscoachingcompany,theonlyoneofitskind.Specializinginrealestateteamsandrealestatecompanies.Ourmissionistomakeameaningfuldifferenceinthelivesofrealestateagents,brokers,andteamleadersbyhelpingthemimprovetheirbusinessesandrebalancetheirlives.Westrivetocreateaninclusive,supportivecompanyculturefocusedonhelpingeachotherreachourfullpotential.Comejoinourteamtoday! Salary Information $22 - $25Hourly Wage #J-18808-Ljbffr Workman Success Systems