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AR and Collection Specialist

AR and Collection Specialist

The AR and Collections Specialist will complete various AR and customer collections-focused tasks, including processing
and reporting. This role is full-time and reports directly to the AR Manager.


  • Analysis and management of domestic accounts including running detailed aging weekly, initiating contact with customers regarding any invoices past due, documenting results in aging spreadsheet, following up until payment is received and presenting overall AR aging status to AR Manager on a weekly basis.
  • Place accounts on hold in accordance with company policies and work closely with customer service, sales, and service to resolve customer complaints on invoice and order discrepancies, as well as communicate status of accounts on hold for pending shipments.
  • Primary contact for managing resolutions of discrepancies on P2P invoices
  • Responsible for creation of manual invoices for deposits and other progress payments due; management and review of Deposit worksheet in SharePoint including following up on payment status of outstanding payments. Use of BI tool in SharePoint to manage payment status of Canadian orders requiring multiple progress payments.
  • Manage entry of all machine invoices in various P2P platforms.
  • Provide assistance to AR Manager with credit applications, new account set up, file maintenance, and any other area where support is required
  • Shared responsibility with AR team members of general AR inbox, providing documentation and responding to various customers’ requests, updating account data in file maintenance as applicable and preparation of internal adjustments and refund requests for approval by AR Manager.

Other Responsibilities:

  • Prepare monthly adjustments for international divisions
  • Review and approve orders for service work orders for accounts with hold terms or hold status
  • Prepare monthly AR analysis reports to A/R Manager for review
  • Back up to AR Support position for time-off scenarios

Profile and Background:

  • Minimum 2-3 years AR/customer collections experience
  • Ability to perform required tasks independently as well as in a team environment
  • Must be able to multi-task and work in a fast-paced environment
  • Highly proficient in using Microsoft Office 360, ERP systems
  • Knowledge of state sales tax and experience with Avalara Sales Tax systems a plus
  • Exceptional written and oral skills as this position requires extensive email and phone communication
  • Excellent problem-solving, time management and organizational abilities