Accounts Receivable/Client Onboarding Coordinator

PROFILE

The Accounts Receivable/Client Onboarding Coordinator position is a cross functional role that will assist in Onboarding new clients by completing vendor documents, client portal interaction, collections and resolving client issues. This position is expected to complete all vendor forms requests and initiate appropriate steps to facilitate collection of invoices from clients and client portals to ensure all client accounts are reconciled, kept current and paid within payment terms. This person will work under the direct supervision of the Accounts Receivable Supervisor.

DUTIES AND RESPONSIBILITIES

• Complete new vendor forms and update as the client requires. This may include completing various set-up forms, completing reps and certs or providing banking information.
• Enter purchase orders and invoices into client payment portals. Resolve invoice and purchase order issues which have prevented timely payment.
• Collect and follow up on invoices owed from a client aging list
• Researches and investigates client account issues, and monitors accounts as appropriate
• Reconciles and sends out statements of account to clients and ensures that all information appearing on them is accurate and complete.
• Respond to a variety of client and internal department inquiries in a professional and timely manner.
• Monitors, controls, and resolves non-payments, delayed or delinquent payments, and other anomalies
• Responds to inquiries and researches and resolves problems related to client-related transactions
• Submits credit memo and client refund requests for processing as needed
• Monitors A/R credit holds on customer accounts
• Collaborate with the Client Support team to support requests.
• Process credit card payments.
• Collect tax exemption forms from clients, updating client records
• Assist in any way necessary to help with the invoice and collection of clients.
• Manage additional tasks as requested by the Accounts Receivable Supervisor
  
  

SKILLS & REQUIREMENTS

• 2 – 4 years of experience and core understanding of accounting principles, including how credits and debits affect client records in the AR world.
• Must be able to review and understand various worded vendor forms, to answer complex questions.
• 2-4 years’ experience in collections for business to business and consumers.
• Be able to communicate verbally and in writing, in a professional and grammatically correct manner
• Strong customer service skills
• Ability to work within a team to troubleshoot problems and produce solutions
• Comfortable speaking on the phone with clients in respectful and courteous manner.
• Act with a sense of urgency to address client issues and questions.
• Comfortable with tactfully discussing collection issues with clients.
• Ability to take initiative and work proactively.
• Strong problem-solving and analytical skills, quick thinking
• Strong verbal and written communication skills.
• Strong people skills.
• Ability to work independently or collaboratively in a Team environment
• Must be able to comprehend complex issues and apply concepts in different situations
• Must be a quick and critical thinker.