Customer Relations Specialist

The Customer Relations Specialist plays a crucial role in the financial health of the organization by managing and monitoring outstanding customer invoices. This position is responsible for accurate billing, timely collection of payments, and maintaining positive customer relationships. In addition, they ensure that the organization's customer receivable processes are efficient and compliant with established policies and procedures. Role and Responsibilities Generate accurate and timely invoices for goods or services provided to customers, ensuring adherence to billing policies and contract terms Receive and record customer payments, applying them to the appropriate customer accounts and invoices Follow up with customers to ensure timely payment of outstanding invoices, using various communication methods, such as email, phone calls, or collection letters Perform periodic reconciliations of customer accounts to ensure accuracy and resolve discrepancies Assess and review the creditworthiness of new and existing customers, making recommendations for credit limits and payment terms Investigate and resolve customer disputes and discrepancies in a timely manner, working closely with internal teams to address issues Monitor and analyze accounts receivable aging reports to identify overdue accounts and take appropriate actions for collections Maintain detailed and accurate records of customer interactions, payments, and collection efforts Prepare regular reports on accounts receivable status and key performance indicators (KPIs) for management review Properly allocate and apply payments to outstanding invoices, ensuring accurate accounting records Identify areas for process improvement and efficiency in accounts receivable procedures and contribute to process enhancement initiatives Qualifications/ Skills Proficiency with Microsoft Office (Excel, Outlook, and Word), Windows File Explorer, and Adobe Acrobat Familiarity with Timberline software is a benefit Adaptive learner that can multi-task and prioritize properly using adept organizational skills Attention to detail and accuracy in record-keeping Ability to manage high volume and firm deadlines Strong knowledge of accounting principles and financial regulations Clear and effective oral and written communication techniques Preferred 1 year experience working in accounts receivable or related financial roles #J-18808-Ljbffr Park West