The Accounts Receivable Agent ensures the timely and accurate capture of customer payment information, tracking of pending payments, account monitoring, and resolution of billing discrepancies. The role supports efficient web order processing and maintains accurate account records in compliance with company policies and financial procedures.
Key Responsibilities
- Capture customer payment details accurately to support timely web order processing
- Review and credit payment information to appropriate accounts
- Monitor accounts for pending payments and maintain tracking records
- Conduct follow‑ups with clients regarding outstanding balances and overdue accounts
- Investigate and resolve billing disputes, short/over payments, or account concerns
- Maintain and update customer account records in the accounting system
- Prepare and reconcile Accounts Receivable aging reports
- Coordinate with Sales, Customer Service, and Finance teams for billing clarifications
- Assist in month‑end and year‑end closing activities related to AR
- Escalate high‑risk or overdue accounts for further review or legal action
- Ensure compliance with company credit policies and internal controls
- Support audits by providing documentation related to AR transactions
- Respond promptly to AR‑related inquiries from internal and external stakeholders
Qualifications
Education & Experience
- Bachelor’s degree in accounting, Finance, Business Administration, or related field (required)
- 1–3 years of experience in Accounts Receivable, Billing, or General Accounting
- Experience with accounting software (QuickBooks, SAP, NetSuite, Oracle)
- Strong understanding of basic accounting principles and credit/debit transactions
- Experience in BPO or shared services environments is a plus
- Proficiency in Microsoft Excel and other MS Office applications
- Familiarity with invoice processing, collections, and reconciliation processes
Professional Competencies
- Attention to Detail: Ensures accuracy in invoices, payments, and reconciliations
- Analytical Thinking: Identifies discrepancies and applies corrective actions
- Time Management: Manages multiple accounts and meets deadlines efficiently
- Communication Skills: Clear, professional client and stakeholder communication
- Problem‑Solving: Resolves billing disputes and payment delays quickly
- Customer Service Orientation: Maintains professionalism in client interactions
- Integrity & Confidentiality: Handles sensitive financial data responsibly
- Team Collaboration: Works effectively with finance and cross‑functional teams