The Accounts Receivable - Payment Specialist uses provided dashboards, reports, and other resources to process, verify and apply payments for a portfolio of accounts. They assist in resolving discrepancies, issues and concerns by communicating effectively to varied audiences.
Key Duties / Responsibilities
Assists sales partners and customers in making payment arrangements.
Communicates with various audiences regarding discrepancies in charges, payments, credits, or balances.
Monitor and maintain payment schedules when notified of changed orders.
Respond to customer and field requests to obtain payment and payment methods.
Regular review of unallocated payments, credits, and debits.
Complete account reconciliations.
Submit and follow up on payment moves, credits, & refunds within assigned accounts.
Assist in related work, additional duties, or projects as needed or required.
Education & Knowledge
Prior knowledge of Salesforce CRM, CPQ, & Billing preferred. Basic skills in Microsoft Office Applications, with a focus on Excel.
Proven skillset in basic math
College experience preferred, with a focus on accounting or business administration. Commensurate work experience considered.
1-2 years account management or payment processing, verification & application experience
Experience / Skills / Abilities
Attention to detail with the responsibility for the quality and content of financial data.
Ability to set priorities; well-organized and inquisitive nature to support sound decision making.
Skilled in following organizational rules and procedures
Ability to maintain confidentiality
Professional written and verbal communications skills.
Ability to work independently and within a team atmosphere
Strong responsiveness and timely communication
Communication & Contacts (Internal/External)
Communication will be both verbal and written, through Microsoft Teams, phone, and email, primarily with team members, sales team and customers.
eClerx Financial Markets
offers consulting, technological innovation, and process management expertise to uniquely solve operational challenges for financial organizations worldwide. With nearly two decades of industry experience, complemented by smart automation and robotics, our team of experts delivers holistic solutions across the trade lifecycle, change management, data analytics, compliance, cash securities operations, document digitization and generation, and outreach.
eClerx is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, or any other legally protected basis, per applicable law.
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