Summary of the role

The AR Representative III plays a critical role within the Accounts Receivable team. This
role ensures timely, accurate processing and excellent service to internal and external
stakeholders. Key focus areas include operational accuracy, communication, and continuous
improvement.

Key Responsibilities

 Extensive telephone/e-mail contact with customers regarding past-due invoices
 Determine write-offs (month end and small amount)
 Make recommendations to Supervisor for collection of past due accounts
 Coordinate with internal teams (Sales, Account Executive, Customer Service, and
Finance) to resolve AR-related concerns
 Provide clients with invoice copies, statements, and payment confirmations upon
request.
 Email reprinted and adjusted invoices as needed
 Enter notes in system on all invoices where appropriate
 Provide backup to other Collection Representatives and Client Forms as needed
 Research returned mail and bank correspondence (i.e., short- & over-payments)
 Maintain overall aging within department outlined KPI’s and Productivity guidelines
 Independently manage AR and escalations
 Payment Research and Credit validation support
 Independently lead calls at the customer level for aged recievables
 Provide training and coaching as a AR Rep mentor on best practices
 High Level AE: Hyper Care and Complex
 AR Organization SME
 Provide backup as needed via SnapPay and Tableau
 Successfully maintains and exceeds overall aging and KPIS
 Coverage as needed for Peers in team
 Specific workflows may vary depending on what team this role is assigned to.
 Other duties as assigned

Qualifications and Requirements
 3+ years of Accounts Receivable, Billing, or Finance (corporate/B2B experience is a
plus).
 Above average 10-key speed and accuracy
 Must be organized, detail-oriented, and project a positive and professional attitude
 Must be a flexible, team player, available to work overtime when required, work well
under pressure and meet deadlines
 Proficiency in most Microsoft Excel and Outlook

 Ability to prioritize tasks, work independently, and meet deadlines
 Deadline-oriented, organized, good time management, and detail oriented
 Effective oral/written communication skills
 Flexible, team player and able to partner with all levels of management
 Able to assist with others AR indepently