Accounts Receivable Collection Specialist

Company Overview

Lift Solutions provides end-to-end industrial lifting solutions. We offer OSHA compliance inspections, crane equipment, aftermarket services, and parts for overhead cranes and other lifting equipment. Committed to progress and efficiency, our team delivers excellence and customer satisfaction through cutting-edge technology and a strong focus on sustainability and safety.

We are currently seeking an Accounts Receivable Collection Specialist to join our Conshohocken, PA team.

Position Summary

The Accounts Receivable & Collections Specialist will manage the full cycle of receivables across multiple entities, including invoicing, cash application, collections, customer account maintenance, and dispute resolution. This role requires a proactive, persistent, and highly organized individual who can drive down past-due receivables, maintain accurate financial records, and collaborate effectively with branches, sales, and operations.

This is a key role in improving cash flow, reducing DSO, and ensuring strong financial performance. This role includes a monthly performance bonus based on achieving collection and aging targets.

Key Responsibilities

Cash Application & AR Processing

• Prepare, post, verify, reconcile, and record customer payments (ACH, checks, cash, credit cards, and credit memos).
• Apply cash accurately and timely across multiple companies and ERP systems; resolve unapplied and misapplied payments.
• Process new customer setups, credit limit requests, and updates to existing customer accounts.
• Maintain accurate and up-to-date customer files, including contacts, addresses, tax exemptions, and documentation updates.
  
  

Invoicing & Customer Account Management

• Create and distribute invoices per company standards; ensure timely delivery to customers.
• Upload invoices into customer portals.
• Support branches with billing issues, invoice updates, proof of delivery, and documentation requests.
• Assist with monthly revenue reconciliations and support the month-end close process.
  
  

Collections & Dispute Resolution (Primary Focus)

• Conduct high-volume outbound collection calls and emails to drive timely payments.
• Monitor customer aging reports daily; follow up consistently on past-due accounts.
• Reduce DSO and aged receivables through structured follow-up and proactive customer engagement.
• Negotiate payment commitments, escalate issues when necessary, and enforce credit terms.
• Investigate and resolve payment discrepancies, short pays, and customer disputes in coordination with branches and sales teams.
• Place accounts on credit hold when needed and manage credit-release communication with branches.
• Track and report customer payment promises; ensure follow-through on commitments.
• Recommend payment plans, escalations, or referral to third-party collections when appropriate.
  
  

Internal Collaboration

• Work directly with branch managers, sales, service coordinators, and operations to resolve customer issues.
• Partner with AR, AP, and Controller teams to ensure account accuracy and timely information flow.
• Support branches with customer payment status, release decisions, and documentation needs.
  
  

Reporting & Analysis

• Generate AR reports, aging summaries, cash application reports, and collection performance metrics.
• Assist with biweekly AR reconciliations and ensure accounts reflect accurate balances.
• Support auditors and management with documentation requests.
  
  

Education And Experience

• High school diploma required; Associate’s or Bachelor’s degree in Accounting, Finance, or Business preferred.
• Minimum 2–3 years of experience in Accounts Receivable, Collections, or Credit required.
• Experience working in a multi-entity, high-volume AR environment strongly preferred.
• Experience with service-based, construction, manufacturing, or parts distribution billing is a plus.
  
  

Technical Skills

• Proficiency in Microsoft Excel (VLOOKUP, SUMIFS, pivot tables required).
• Experience with accounting or ERP systems; Sage 100, EVO/DBA and TackeStock experience preferred.
• Ability to analyze aging reports, reconcile accounts, and work across multiple systems.
• Familiar with tax exemption certificates and multi-state sales tax rules (preferred).
  
  

Key Competencies & Behavioral Traits

• Strong communication skills with a professional but firm approach.
• Proven ability to reduce DSO and collect on complex accounts.
• Persistent, organized, and able to manage large volumes of open receivables.
• Comfortable having difficult conversations and holding customers accountable.
• High sense of urgency and ownership of results.
• Detail-oriented with strong analytical and problem-solving skills.
• Ability to thrive in a fast-paced, multi-location operational environment.
  
  

Physical Requirements

• Prolonged periods of sitting at a desk and working on a computer.
• Must be able to lift up to 15 pounds occasionally.