Accounts Receivable Specialist

About Us:
Summit Handling Systems, Inc. is an award-winning, third-generation, family-owned business with nearly a 70-year legacy in the Northeast. As a trusted leader in the material handling industry, we are proud to be an authorized dealer of top-tier brands, including Toyota Material Handling, Bobcat, Doosan, Genie, JLG, and Advance. With six locations, over 185 employees, and continued growth, Summit is an essential player in the nation's supply chain. Learn more at www.summithandling.com.

Salary Range: $50,000 - 70,000 / year.

Job Summary:

Position Summary

The Accounts Receivable (AR) Specialist will oversee the full-cycle receivables function, including invoice processing, payment application, credit analysis, collections, and customer account management. The role will support operations across our multiple branches and profit centers, handling a high volume of invoices and payments annually through a variety of payment methods including credit card, ACH, and check.

Key Responsibilities

Invoice Management and Payment Processing

• Ensure timely and accurate processing invoices using the company's ERP system
• Apply incoming payments (ACH, credit card, check, wire) to appropriate customer accounts
• Reconcile daily deposits and support month-end close activities related to AR

Credit Management

• Review and assess new customer credit applications
• Establish and adjust credit limits in alignment with company policy and risk profile
• Conduct periodic credit reviews for existing customers

Collections and Customer Communication

• Proactively manage collections on past due accounts through phone, email, and portal-based communication
• Resolve payment discrepancies and customer billing issues promptly
• Prepare and distribute aging reports to management and branch leaders
• Escalate severely delinquent accounts to management and legal when appropriate

Customer Account Maintenance

• Maintain accurate customer records including billing addresses, tax exemption certificates, and contact information
• Coordinate with the sales and service departments to resolve account disputes
• Ensure customer master data integrity across all profit centers

Reporting and Process Improvement

• Generate and analyze AR aging reports and DSO (Days Sales Outstanding) trends
• Support audits and internal controls related to AR and credit
• Recommend and assist in implementing improvements to AR, credit, and collections processes

Qualifications

Required:

• Associate's degree in Accounting, Business, or related field (Bachelor's preferred)
• 3 years of experience in Accounts Receivable, credit, or collections roles
• Experience working with large volumes of invoices and diverse customer types
• Strong knowledge of accounting systems and proficiency in Microsoft Excel

Preferred:

• Experience with ERP systems (e.g., Microsoft Dynamics, NetSuite, SAP)
• Background in dealership, equipment rental, or industrial distribution industries
• Familiarity with third-party credit tools (e.g., Dun & Bradstreet, Experian)

Ability to interact professionally with internal stakeholders and external customers

Benefits:

• 401(k)
• Dental insurance
• Employee assistance program
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Paid holidays
• Retirement plan
• Vision insurance

Summit Handling Systems is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.