Accounts Receivable Clerk

Robert Half - Dallas, TX

Full-time

Dallas, TX

Administrative and Support Services

About the position

We are offering an exciting opportunity for a meticulous Accounts Receivable Clerk to join our team in the service industry, based in Dallas, Texas. In this role, you will be tasked with managing and maintaining customer credit accounts, processing invoices, and handling collections. This role will require the use of skills such as Accounts Receivable (AR), Billing, Cash Applications, Cash Collections, Commercial Collections, and proficiency in Microsoft Excel. As an Accounts Receivable Clerk, you will accurately process invoices and customer invoice downloads from ERP systems as needed. You will distribute invoices to customers through various channels including mail, e-mail, and portals. Additionally, you will issue customer account statements upon request and handle the processing of miscellaneous invoices. Your responsibilities will also include receiving and applying payments through various methods after checking for credibility, updating accounting records with new payments, balances, and customer information, and managing account balances to discover outstanding debts or other inconsistencies. You will initiate communication with customers about late payments via email and/or phone, arrange payment plans with former clients and customers to request payment, and follow up on outstanding payments while responding to customer queries. This position requires a high level of accuracy and attention to detail, as well as strong problem-solving skills and the ability to handle multiple tasks concurrently.

Responsibilities

• Accurately process invoices and customer invoice downloads from ERP systems as needed.
• Distribute invoices to customers through various channels including mail, e-mail, and portals.
• Issue customer account statements upon request and handle the processing of miscellaneous invoices.
• Receive and apply payments through various methods after checking for credibility.
• Update accounting records with new payments, balances, and customer information.
• Manage account balances to discover outstanding debts or other inconsistencies.
• Initiate communication with customers about late payments via email and/or phone.
• Arrange payment plans with former clients and customers to request payment.
• Follow-up on outstanding payments and respond to customer queries.

Requirements

• Must have a solid understanding of Accounts Receivable (AR) processes and principles
• Proficiency in handling Billing operations is required
• Experience with Cash Applications is essential
• Familiarity with Commercial Collections is a must
• Should have strong skills in Microsoft Excel to manage and interpret data effectively
• Excellent communication and organizational skills are crucial
• Ability to work independently as well as part of a team
• High level of accuracy and attention to detail
• Problem-solving skills and the ability to handle multiple tasks concurrently are necessary
• A minimum of a high school diploma is required, a degree in Accounting or Finance is preferred
• Previous experience in a similar role within the Service industry would be an advantage.

Benefits

• Medical insurance
• Vision insurance
• Dental insurance
• Life insurance
• Disability insurance
• 401(k) plan