About This Role

An Account Receivable Specialist works with Carrier’s collections (CBS) and branch operations team supporting all collection efforts including end-to-end AR processes, collection calls and dunning process.

Leverages data to prioritize individual and team member times to maximize impact to cash flow. Directly facilitates resolution of disputes and customer inquiries from key accounts.

Provides support to operations in day-to-day account receivable actions.

Key Responsibilities :

• Accounts receivable monitoring and reportingOwn the Zone A / R dashboardEnsure past due invoices are categorized with the correct dispute status and assigned the correct ownerRegularly communicate status to key stakeholdersProvide data as needed for credit reviews
• Collections prioritization and facilitationDetermine the collection action plan for each marketAssign weekly targets for dispute resolution by marketFollow up that large invoices were received and are accurateFacilitate cleanup of very aged receivablesEnsure regular, actionable calls between collections and field are happening and effectiveFacilitate credit processing and application
• Key account supportAssist team in follow up communications with designated customersFacilitate resolution of internal barriers to invoice correctionReport weekly on progress at designated customers

Required Qualifications :

• High School diploma or GED
• 2 years of experience utilizing Microsoft Office Suite
• 6 months experience supporting customers via telephone and email

Preferred Qualifications :

• BS or equivalent education
• Excellent verbal and written communication skills
• Strong organizational skills
• Excellent attention to detail and accuracy
• Experience utilizing S4 HANA, Salesforce Power Bi
• Knowledge of HVAC business and project management experience a plus

Last updated : 2024-03-22