What are the responsibilities and job description for the Accounts Receivable Specialist position at Levata?
We are seeking an Accounts Receivable Specialist who will work on our Accounting Team to ensure the successful management, reconciliation, and collection of Account Receivables delinquent accounts.
- Communicate with clients to establish and maintain relationships
- Contact clients with overdue accounts to facilitate payment
- Ensure clients adhere to payment terms and conditions outlined in contracts
- Distribute invoices to clients via email as needed
- Assist clients in obtaining necessary documentation for payment processing, including completing ACH forms, submitting W-9 forms, and processing invoices online
- Resolve disputes and discrepancies on customer accounts promptly
- Record payments accurately in the company's ERP system
- Maintain comprehensive records of all account activities and collection efforts
- Collaborate with Account Managers to address customer account issues
- Handle billing tasks and issue credit memos as necessary
- Process virtual credit card payments and refunds efficiently
- Associate’s / Bachelor’s degree preferred
- 2 years of experience in an accounting role
- Detail oriented
- Strong computer skills, especially Microsoft Excel
- Strong communication skills
- Ability to multi-task
- Flexibility and ability to prioritize
- Ability to work independently
- take action. You respond quickly to customers and seek excellence in everything you do.
- build trust. You always act in a customer’s best interest and do what you say you will
- think BIG. You have an eye to the future and bring expertise and creativity into every interaction.
- make it easy. You find ways to solve problems and bring clarity to complex challenges.
- win together.You are inclusive and collaborate to delight the customer and deliver success
What We Offer
- Competitive compensation coupled with a comprehensive benefits package including medical, dental, vision, life, flexible spending, 401k, holiday and paid time off, parental leave and a pre-tax transit program.
Levata Inc. is proud to be an Equal Opportunity Employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran's status, or any other protected characteristic. Please see EEO is the Law.
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