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Customer Service and AR Specialist

The Customer Service and AR Specialist position is expected to diligently assure timely and accurate invoicing, collection of monies due to the company and monitor all active accounts. The specialist focuses on Customer Service, Progress Draws and accurate reporting to management.

 

Essential Responsibilities and duties include the following. “Other duties may be assigned”

• Manage and complete monthly Progress Draws/Billings including collections, Site Change Orders and communication related to the draws.
• Create daily and weekly invoices in Avontus-Quantify and send to customers and ensuring they are accurately logged and inputted into the accounting database – Jonas Construction Software
• Review Contracts, Purchase Orders and Quotes – forward for signature as needed
• Follow the process for closing jobs ensuring all monies due are received
• Make collections calls to customers for overdue payments and follow up as needed while maintaining a log of information and comments gathered during the calls
• Meet monthly with Management to review overdue accounts by reviewing the call log comments and information and formulating action plans
• Scan, save, and file to keep accurate records following processes and naming conventions
• Assist in month end tasks ensuing all invoices for the month are completed and creating the Accrual Report
• Aid sales and project managers in coordinating with office and providing customer service so that all proper documentation regarding active and non-active sites is readily available and filed properly
• Post Cash Receipts accurately in Jonas Construction Software
• Work collaboratively with billing clerk to maintain AR processes, create initiatives and drive continuous improvement

Supervisory Responsibilities:

This position oversees the activities pertaining to the company and its clients with regards to all accounts receivables of the company and does so in accordance with the organization’s policies and applicable laws. Responsibilities such as maintaining correct and up to date records on all client accounts along with producing and communicating to clients, weekly customer reports along with planning, addressing complaints and resolving problems are required.

 

Competency

To perform the job successfully, an individual should demonstrate the following competencies

Technical skills –       Strives to continuously build knowledge and skills, shares expertise with other.

 

Problem Solving –    Identifies and resolves problems in a timely manner, gathers and analyzes information skillfully; develops alternative solutions.

Strategic thinking –   Understands organization strengths & weaknesses; analyzes market and competition; identifies external threats and opportunities; adapts strategy to changing conditions.

Ethics –                       Treats people with respect; supports organizations goals and value.

Cost Consciousness – Contributes to profits and revenue, conserves organizational resources

 

Planning / organizing – Prioritizes and plans work activities; sets goals and objectives.    Professionalism follows through on commitments.

 

Teamwork –                Balances team and individual responsibility; Exhibits objectively and openness to other’s views; gives and welcomes feedback; organizes or schedules other people and their tasks; Develops realistic plans.

 

Qualifications:

Education and /or Experience

• Business or Accounting Diploma or 3 years’ experience as an Accounts Receivable Coordinator

Language skills

• Ability to write reports, internal company correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers.

Computer skills

• Knowledge of company ERP software, excel spreadsheets software, MS Word, Jonas Construction accounting software and Avontus Software

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job.

• The employee is frequently required to walk and sit. The employee is occasionally required to stand for long periods of time.

Work Environment

The employee is occasionally exposed to outside weather conditions, extreme cold and extreme heat. Encounters typical work conditions at a construction site such as dangerous, slippery, uneven walking surfaces, mud, ice, concrete, scaffold, steps, etc.

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