Baker Distributing Company · 8 hours ago
Client Services Representative I
Jacksonville, FL
Full-time
Onsite
New Grad, Entry LevelBaker Distributing Company LLC is seeking a Client Services Representative I to assist in managing accounts receivable under the supervision of the Client Services Manager. The role involves contacting customers for payment collection, reviewing accounts receivable status, and maintaining customer files while ensuring professional interaction with clients.
Food and BeverageHeating Ventilation and Air Conditioning (HVAC)Organic FoodRetail
Responsibilities
Contact customers as necessary to collect accounts receivable and to confirm payment status
Provide invoice/statement copies upon request
Review accounts receivable status of all service centers in the assigned territory and maintain assigned metrics. Communicates with the Manager or Director as necessary to discuss the territory's overall collection status
Follow proper procedures in the handling of past due customers
Communicate with service center managers and sales representatives regarding their past due customers
Set up and monitor payment schedules for delinquent customers as needed
Appropriately identify and collect service charges
Escalate issues to leadership as necessary
Refer non-responsive parties for third party collections
Work closely with the SALT team to identify and resolve sales tax issues, maintaining awareness of frequent changes in state regulations
Identify and resolve payment discrepancies, referring problems to the appropriate service center
Work to resolve customer deductions, including but not limited to short payments, tax issues, warranty disputes, etc
Review credits, unapplied cash, and/or duplicate payments with the customer to keep the account accurately reconciled
Process NSF checks upon receipt, sending demand letters and following up with the check writer and bank as necessary. Notify the appropriate service center to facilitate collection
Maintain customer files making changes to the appropriate records
Monitor orders on credit hold to determine if they can be released
Understanding job accounts, sending NTO, lien requests, etc. Monitor job payments
Conduct him/herself in a professional and courteous manner in all aspects of interaction with customers and employees
Perform other duties as assigned
Qualification
Required
Ability to apply effective interpersonal, verbal, and written communication skills
Ability to thrive in a fast-paced, constantly changing environment
Strong ability to multi-task and deliver on deadline
Able to maintain up-to-date knowledge in area of practice
Strong organization skills and ability to prioritize and manage multiple tasks
Ability to work with diverse population base
Ability to analyze and solve problems
Ability to work autonomously with initiative
Proficient in Microsoft Office products
Strong negotiation skills
Preferred
Previous experience in Credit/Collections preferred
Company
Baker Distributing Company
Since 1945, Baker Distributing Company has provided exceptional customer service and high quality HVAC/R and foodservice equipment, parts and supplies to customers all over the United States.
Founded in 1945
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Matt Roth
President/COO
Kimberly Vazquez
Talent Acquisition Partner
Company data provided by crunchbase