About this role
About the Client Our client is a U.S.-based, customer-centric company with nationwide operations serving both B2B and retail channels. They value accuracy, responsiveness, and clear communication across finance and customer-facing teams. The organization emphasizes long-term relationships, operational efficiency, and data-driven decision-making. Why does this role exist? As the company scales, they need a dedicated Accounts Receivable specialist to ensure timely and accurate invoicing, cash application, and collections while maintaining excellent customer relationships. This role strengthens cash flow, reduces aging balances, and improves AR data integrity in Sage 100. It also provides critical executive/administrative support to keep leaders organized and focused on growth priorities. Accounts Receivable Operations Prepare and send accurate invoices and monthly billing statements. Post cash receipts, record customer payments in Sage 100, and code credit card statements when needed. Maintain aging schedules, reconcile revenue and customer accounts, and keep AR records up to date. Collections and Customer Communication Monitor overdue balances and execute professional, timely follow-ups via email and phone. Research and resolve disputes, short-pays, and invoice discrepancies with support from the Collections Manager and internal teams. Communicate clearly and professionally with customers regarding balances, payments, and billing questions. Reporting and Data Integrity Produce AR and customer account reports, including aging, unapplied cash, and reconciliation summaries. Maintain accurate customer master data (names, addresses, mergers, mailing attention changes). Ensure documentation and records are audit-ready and aligned with internal controls. Executive and Administrative Support Manage executive calendars, schedule meetings, coordinate travel, and organize inboxes. Prepare correspondence, reports, presentations, agendas, take meeting minutes, and follow up on action items. Handle sensitive financial and executive information with discretion and confidentiality. Process Improvement and Collaboration Partner with internal teams and the Collections Manager to streamline AR workflows in Sage 100. Identify gaps in billing, payment posting, and collections processes and propose improvements. Contribute to SOP updates and help maintain consistent service levels.