应收账款专员
Accounts Receivable Specialist
应收账款专员负责管理公司的应收账款相关活动，当前重点是减少逾期余额、提高收款绩效，并为关键的医生诊所和其他客户提供高水平的客户服务。
该职位需要一位积极主动、高度专业的人员，能够有效平衡财务责任与维护良好的客户关系。成功候选人应能直接与医生、诊所管理员、应付账款团队和内部利益相关者沟通，以识别问题、解决纠纷并推动及时付款。
作为一家快速发展的组织的一部分，此职位要求具备灵活性，并愿意在必要时超出传统的应收账款职责范围，支持其他会计和财务工作。
主要职责：
· 管理日常应收账款组合，包括开票、账龄分析、催收、账户对账和付款跟进。
- 立即负责所有逾期账户，并制定针对每个账户的行动计划，使未结余额恢复正常。
- 主动通过电话、电子邮件和其他适当的沟通渠道与客户联系，处理未结发票。
- 一贯应用既定的催收节奏和跟进流程，防止账户逾期。
- 识别延迟付款的根本原因，并通过平衡解决方案推动问题解决。
- 调查并解决发票差异、缺失采购订单、付款应用问题、信用问题、计费问题及其他付款障碍。
- 详细准确地记录催收活动、客户承诺、纠纷及后续步骤。
- 在适当情况下，将重大的催收风险、纠纷和未解决的问题上报给财务领导。
- 准备并维护准确的应收账款账龄、催收状态和其他管理报告。
- 建立高效的工作关系，作为客户账户在应收账款相关问题上的专业、及时的联系人。
- 专业、尊重且自信地处理困难或敏感的催收对话。
- 及时回应查询，并负责将问题彻底解决。
- 与销售团队合作，发现并解决账户问题。
- 准确处理相关事务。
查看英文原文
The Accounts Receivable Specialist is responsible for managing the company’s accounts receivable activities, with an immediate focus on reducing past-due balances, improving collection performance, and providing a high level of customer service to key physician practices and other customers.
This position requires a proactive, highly professional individual who can effectively balance financial accountability with maintaining strong customer relationships. The successful candidate will be comfortable communicating directly with physicians, practice administrators, accounts payable teams, and internal stakeholders to identify issues, resolve disputes, and drive timely payment.
As part of a growing, fast-paced organization, this role requires flexibility and a willingness to operate beyond traditional Accounts Receivable responsibilities by supporting other Accounting and Finance activities as needed.
Key Responsibilities:
· Manage the day-to-day accounts receivable portfolio, including invoicing, aging, collections, account reconciliation, and payment follow-up.
- Take immediate ownership of all past-due accounts and develop account-specific action plans to bring outstanding balances current.
- Proactively contact customers regarding outstanding invoices through telephone, email, and other appropriate communication channels.
- Consistently apply established collection cadences and follow-up processes to prevent accounts from becoming delinquent.
- Identify the underlying causes of delayed payments and drive issues through resolution with balanced solutions.
- Research and resolve invoice discrepancies, missing purchase orders, payment application issues, credits, billing questions, and other obstacles to payment.
- Maintain detailed and accurate documentation of collection activity, customer commitments, disputes, and next steps.
- Escalate significant collection risks, disputes, and unresolved issues to Finance leadership as appropriate.
- Prepare and maintain accurate A/R aging, collection status, and other management reporting.
- Develop productive working relationships and serve as a professional, responsive point of contact for customer accounts regarding A/R-related questions.
- Handle difficult or sensitive collection conversations professionally, respectfully, and confidently.
- Respond promptly to inquiries and take ownership of issues through final resolution.
- Partner with Sales to surface and resolve account issues.
- Accurately apply and reconcile customer payments.
- Support financial close activities related to accounts receivable, such as account reconciliations, cash application, audit requests, and other accounting activities.
- Proactively identify, suggest, and implement opportunities to improve invoicing, collections, payment processing, and A/R controls.
- Demonstrate flexibility and a willingness to take on responsibilities outside of traditional Accounts Receivable activities in a high growth environment.
- Own and manage technical integrations and workflows, related to A/R.
Qualifications
· Strong verbal communication skills with the confidence and professionalism necessary to conduct challenging collection conversations.
- Excellent written communication skills with the ability to communicate clearly and professionally with customers and internal stakeholders.
- 3+ years of professional Accounts Receivable, collections, or related accounting experience.
- High level of accuracy and attention to detail.
- Experience working directly with business customers; experience with physician practices, hospital and other healthcare organizations, medical device customers, or similar healthcare accounts is preferred.
- Demonstrated success managing aging receivables and resolving past-due customer accounts.
- Working knowledge of accounts receivable, collections, cash application, account reconciliation, and general accounting processes.
- Strong organizational and follow-up skills with the ability to manage multiple accounts, priorities, and deadlines simultaneously.
- Proficiency with Microsoft Excel and experience with accounting, ERP, CRM, or order-management systems. Prior experience with Sage Intacct and Sugar CRM strongly preferred. Prior experience with Paystand and Shopify a plus.
Originally posted on Himalayas