Primary responsibilities will include:
- Preparing reports from Microsoft 365
- Investigating, analyzing, and resolving customer accounts located in the US and/or international
- Communicating discrepancies to management team, identifying slow-paying customers, and recommending collection candidates
- Following-up with customers to facilitate payments per contract terms and conditions
- Maintaining complete records on all accounts including detailed documentation on collection efforts and issue resolution
- Supporting other accounting and finance team members, sales and account managers
- Mastering the interplay of various systems to assist with researching and resolving each account
The Candidate:
Required skills/qualifications:
- Prior work experience in accounts receivable, collections, or related field or bachelor’s degree in related field
- 2-5 years of professional experience
- Customer-focused
- Demonstrated ability to multi-task, organize, and prioritize to accomplish specific tasks
- Highly motivated, can-do attitude
- Excellent oral and written communication skills to effectively partner with customers and fellow colleagues
- Proficiency in Microsoft Excel
- Understanding of basic principles of finance, accounting, and bookkeeping
- Fluency in written and spoken English at CEF B2 level or above
Preferred skills/qualifications:
- Knowledge of accounts receivable processes and techniques and capability to recommend solutions to customers to resolve payment or invoicing issues
- Prior Microsoft 365 Financials or Salesforce experience