Meridian IT Inc. · 1 day ago
Accounts Receivable Specialist
Deerfield, IL
Full-time
Hybrid
Entry Level
1+ years expMeridian IT Inc. is an award-winning MSP focused on Infrastructure and Platform Solutions and Managed Services for cloud hosting environments. The A/R specialist is responsible for the professional and timely collection of customer accounts, working closely with the Sales Account Manager to ensure customer satisfaction and resolve payment issues.
Information Technology & Services
Responsibilities
Proactive and consistent follow-up with customers for past due collection related matters, including interface with Sales team and other departments, as necessary
Process, analyze, and work from AR aging reports as downloaded to Excel, from Epicor
Initiate and process invoice adjustments, including credit memos, revised invoices, late fees, and cash application reconciliations. Maintain recons for complicated accounts
Set up and maintain portals such as Ariba and Coupa to receive Pos, Submit Invoices and check on approval status
Email & call customers to ensure timely payment of invoices, providing back-up documentation as needed
Document and maintain proper collection notes in the Epicor System including Invoice and overall Customer comments to assist the Credit dept, Sales, & MIT Management in understanding the current customer payment status
Work with accounting/billing and the customer, as needed, in the application of certain payments
Manage invoice disputes by involving the proper internal groups to resolve in a timely manner with consistent follow-up
Bring unresponsive customer accounts to the attention of the manager promptly, to discuss referral to internal legal department, and MIT Management
Maintain customer contact information for assigned customers, including customer contacts and bill-to contacts (both, email, and phone number)
Communicate escalation actions on past due accounts for Bi-weekly management report
Follow outlined collection procedures to ensure timely escalation of past due accounts
Other duties as assigned
Qualification
Required
Proficient in Excel, Outlook and Word (pivots, filters and sorting)
Detail oriented, strong organizational skills and the ability to effectively manage multiple priorities
Excellent written, verbal and listening skills
Exhibit professional attitude with colleagues and customers
Flexible with ongoing changes to procedures to drive improvements
Willingness to continue to learn internal systems to be more self sufficient
Associate or Bachelor's degree with one to two years related experience and/or training; or equivalent combination of education and experience
Company
Meridian IT Inc.
Meridian IT helps medium and enterprise businesses solve their complex technical IT problems.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Gary Lynch
Partner Program Manager
Heather Underwood
Manager Strategic Partnerships
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