Accounts Receivable Clerk

Job Responsibilities . Answer tickets on ConnectWise AR board, following correct
escalation process
. Prepare invoices and monthly statements for delivery to clients
. Process daily cash receipts
. Import and reconcile Credit Card transactions.
. Monitor customer account balances and pursue delinquent
accounts
. Professionally and effectively communicate with customers, project
managers and account managers to resolve billing and payment
issues
. Prepare and report weekly AR results to management
. Assist in month-end close procedures as directed
. Provide support for the annual external audit
. Perform other related duties as assigned
Qualifications . Proficient in Microsoft Office Suite including Teams, Excel,
Outlook, etc.
. Knowledge of Connectwise a plus
. Experience working with ERP systems Dynamics a plus Competencies/Personality Traits . Flexible and able to remain calm in times of stress while managing
multiple priorities at one time
. Active listener with excellent oral and written communication skills,
as well as the ability to handle difficult conversations
. Sound problem-solving technique with ability and persistence to
generate options and select the best solution
. Ability to build relationships based on trust to enable collaboration
and cooperation amongst team members and internal/external
stakeholders
. Ability to communicate effectively with customers and various
levels of management both verbally and in written form
. Ability to prioritize and/or communicate when managing multiple
priorities
Prior Experience
. 2-4 or more years of experience in accounts receivable
activities (payment posting, invoicing, collections)