Ensure compliance to Custom Truck One Source (CTOS) credit & collection, accounts receivable, billing, and cash application policies & procedures in order to maximize profitability, sales, and cash flow. Primary customer contact for the collection of accounts receivable.
PRIMARY DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.
Manages assigned customer account base and maintains the primary relationship with the Accounts Payable department at each customer
Placing and receiving a large volume of phone calls to assigned customers
Performs weekly review of outstanding invoice listing in order to coordinate with the customer’s Accounts Payable department to ensure that invoices coming due in the near future are scheduled to be paid by the customer
Perform follow-up work on past due invoices and provide customers with the documentation required to ensure timely payment
Motivate customers to pay past due balances by building customer relationships
Performs regular review of open invoices on each customer’s account and makes daily collection calls
Determine the status of the open deductions (i.e. maintain reports detailing the deduction’s status with the responsible parties [A/R, Customer Service, Sales etc.] and expected time for the deduction’s approval or rejection). Determine a timeline in the event that an escalation is required to obtain approval or rejection of the deduction(s)
Analyze and reconcile deductions to the proper credit memos and offset the deductions with the matched credits. The ability to manage and maintain the large volume of data in various programs, spreadsheets and systems is a required skill
Providing management with accurate, timely status updates on each of their respective customer accounts by entering updated notes on customer accounts daily.
Assessing delinquent accounts and escalating to management accordingly
Specialist must continue to be up to date with accounting/finance systems and any changes in AR process (SOX compliance, etc.)
Perform documentation review to initiate settlement processes with customers.
Works with internal departments to resolve customer discrepancies and disputes
Provide quality customer service both internally and externally
Keep account DSO’s to a minimum
Represent department & the organization favorably and in accordance with company standards
Any other duties related to Accounts Receivable, Credit and Collections that may be assigned.
CORE COMPETNCY REQUIREMENTS:
Exhibit strong analytical, technical, and research skills with attention to detail.
Effective time management and prioritization of tasks is required.
Ability to resolve conflict with strong negotiation skills and build good customer relationships.
Ability to prioritize high volume workload while working independently.
Timely interpersonal communication with management & co-workers.
Ability to organize job responsibilities (multi-task) and manage 3rd party effectively.
Excellent communication skills (written and verbal). Customer Service focused.
Interpersonal skills and the ability to work well with both internal and external customers.
10 key calculator and key entry (computer/typing) by touch.
Acts in a professional manner, deploys diplomacy in all situations, and possesses ability to work with customers in tenuous situations when representing CTOS.
High School Diploma
Minimum 2+ years of experience in commercial collections.
Knowledge of Windows-based office applications (i.e.; Word, Excel – Intermediate level preferred)
While performing the duties of this job, the employee is regularly required to sit for lengthy periods of time. The employee frequently is required to walk, climb stairs; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. The employee is occasionally required to stand. The employee is occasionally required to move about the facility.
Custom Truck One Source is an Equal Opportunity Employer. This company will provide equal opportunity to all individuals without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. Information collected regarding categories as provided by law will in no way affect the decision regarding an employment application.
About Custom Truck One Source
Custom Truck One Source is the first true single-source provider of specialized truck and heavy equipment solutions. With sales, rentals, aftermarket parts and service, equipment customization, remanufacturing, financing solutions, and asset disposal, our team of experts, vast equipment breadth and integrated network of locations across North America offer superior service and unmatched efficiency for our customers.
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