Job Overview
The Accounts Receivable Coordinator will be responsible for managing the Company’s accounts receivable processes, ensuring accurate and timely invoicing, collections, and financial reporting. This role requires an organized and detail-oriented accounting professional who can manage customer accounts, resolve billing issues, and maintain accurate financial records. The Accounts Receivable Coordinator will also prepare and present regular reports on the status of accounts receivable, highlighting overdue accounts, collection success rates, and potential bad debt risks to support management's decision-making.
To succeed in this role, the position requires an organized and detail-oriented accounting professional. The Accounts Receivable Coordinator will interact with the Company's internal management and external customers.
The Accounts Receivable Coordinator will report directly to the Chief of Staff.
Responsibilities:
Prepare and send invoices to customers on a regular schedule, ensuring all billing is accurate and complies with contractual agreements.
Adjust invoice details for changes in services, terms, or other factors.
Maintain up-to-date records of all invoices in Quickbooks desktop.
Regularly generate and review aging reports to identify overdue accounts.
Prioritize collection activities, ensuring timely follow-up on outstanding balances through customer outreach by email and phone.
Maintain detailed records of all communication and collection efforts in Salesforce.
Escalate accounts that are significantly overdue to management.
Monitor and track incoming payments to ensure they are received and update collection efforts reports to reflect the status of payments, including any outstanding balances and follow-up actions taken.
Investigate and resolve discrepancies or issues with customer accounts.
Provide excellent customer service by addressing inquiries and resolving billing issues in a timely manner.
Collaborate with the sales team to assess customer credit and mitigate financial risks.
Manage business credit applications, including collecting completed applications from customers, process applications through insurance providers portal, record approvals or rejections, and update records on an annual basis.
Prepare and present regular reports on the status of accounts receivable, including overdue accounts, collection success rates, and potential bad debt risks.
Continuously identify opportunities for improvement and innovation within the accounts receivable processes.
Ensure discretion and confidentiality in all financial matters, maintaining the highest level of integrity and professionalism.
Other duties and projects as assigned by the executive team.
Tech Stack:
QuickBooks Desktop
Monday.com
Salesforce
Customer credit insurance portals
Required Skills & Qualifications:
Bachelor’s degree in accounting, finance, or related field is preferred
Minimum 3 years of professional experience in accounts receivable or a related accounting role
Strong understanding of accounting principles and accounts receivable processes
Highly detail-oriented with strong organizational skills
Excellent analytical and problem-solving skills
Ability to manage multiple tasks and meet deadlines in a fast-paced environment
Strong communication skills, both written and verbal
Work Environment:
Competitive salary, as well as employer, contributed health benefits
Unlimited paid time off
Atlanta, GA office location
Access to a Company cell phone plan
A seat on an energetic team that collaborates and pushes each other to be better
A fast-paced but cooperative environment with endless potential for growth
Celebration events for team and Company successes throughout the year
Flexible work from home options available.