Job Description

TRC Professional Solutions is seeking an Accounts Receivable Specialist for one of the largest national distributors of wine and spirits!

Summary: The Accounts Receivable Specialist I will communicate with previous clients and customers to request and collect payment and arrange payment plans. They will be highly engaged with customers to obtain information and payment and with internal team members to explain customers\' payments plan/status.
Essential Duties and Responsibilities include the following. Other duties may be assigned:

• Primary function is to interact with customers to collect money; liquidate working capital in an efficient manner
• Develop relationships with customers to determine and address what they need to execute a payment or for company to secure a payment
• When/as collecting money from customers, request appropriate remittance details and forward them to the cash team so that company can apply cash correctly
• Leverage cross-functional relationships to provide answers to customers and/or internal stakeholders on the status of orders, payments, pricing, credit, etc.
• May perform some cash applications duties to ensure that money gets in the bank (e.g., taking credit card payment when open invoices and company hasn\'t been paid)
• Explain to internal customers (e.g., salesperson) why an order can\'t ship, why we can\'t reach a customer, reasons for lack of payment
• Provide next steps/brief answers to the driver, KAR, customer, and sales team calls/questions/web inquiries (e.g., terms, pricing, credits available)
• Work collaboratively with other internal team members and customers as needed to obtain required information and share results with appropriate stakeholders.

Competencies
Competencies: To perform the job successfully, an individual should demonstrate the competencies of the Independent Contributor Administrative Leadership Competency Model.
Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and/or Experience: High School degree and 1-3 years experience of which 1 or more is job-related experience; or equivalent combination of education and experience. Associates degree or higher preferred and 3 plus years of job-related experience preferred.
Language Skills: Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
Mathematical Skills: Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts of basic algebra and geometry.
Reasoning Ability: Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.
Computer Skills: To perform this job successfully, an individual should have knowledge of:
Accounting Software \xe2\x80\x93 Oracle AR
Internet Software \xe2\x80\x93 Browsers and search engines
Spreadsheet Software \xe2\x80\x93 Microsoft products
Miscellaneous \xe2\x80\x93 9ci, Salesforce, CCAAS, Experian, Fintech, Icontol, Banking software
Certificates, Licenses, Registrations: NACM Certification preferred.
Other Requirements: N/A
Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Walk - Less than 1/3 of the Time; Sit - 1/3/ to 2/3 of the Time; Talk or hear - 1/3/ to 2/3 of the Time.
Tools & Technology: N/A
Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is subject to Moderate noise.

TRC Staffing Services