Accounts Receivable Specialist

What You’ll Do

Primary Point of Contact: Serve as the main liaison for customers and your assigned sales team, fostering strong relationships and clear communication.
Financial Operations Support: Provide guidance to internal teams on upstream operational processes, including load building, EDI, accessorial management, and credit. Lead projects and process improvement initiatives that make these functions efficient and accurate.
Customer Onboarding: Own the financial and invoicing portion of onboarding. Ensure the CRM and internal SOPs capture invoicing requirements, accessorial reimbursement process, external system access, net terms, payment methods, customer contacts, and paperwork requirements. Monitor invoices for successful generation and troubleshoot as needed.
Invoicing Operations: Manage end-to-end invoicing, including document collection, invoice uploads, billing methods, and timely submission, ensuring accuracy and compliance with each customer’s requirements.
Uninvoiced Revenue and Invoicing Failures: Monitor uninvoiced loads and invoice rejections, identify root causes, and resolve them quickly to keep revenue moving.
Load Building and EDI Accuracy: Partner with operations and internal sales teams to ensure loads are built correctly, required paperwork is captured, and EDI transmissions meet customer specifications.
Accessorial Management: Analyze accessorial charges, secure required approvals, and ensure charges are billed accurately and timely.
Sales Team Support: Collaborate with BizDev representatives to ensure timely responses to rate requests, accessorial approvals, and other time-sensitive tasks. Collaborate on collection initiatives and process improvements leading to more streamlined collection efforts.
Reporting and Process Analysis: Monitor key operational reports, analyze customer-level trends, and recommend process improvements to internal and external teams.
Standard Operating Procedures (SOPs): Develop, document, and enforce SOPs for invoicing, load-building, and customer-specific requirements.
Cross-Team Collaboration: Partner with internal teams to resolve issues related to cash allocation, write-offs, etc. 
Payment Discrepancy Resolution: Investigate and resolve short payments, overpayments, misapplied funds, and unapplied cash in collaboration with BizDev and Cash Application teams.
Account Health: Maintain accurate notes on account status, follow up on past-due balances as needed, and meet aging targets by addressing the operational issues that cause payment delays.

Qualifications

Bachelor's Degree required 
0-1 years experience in a customer operations role
Industry experience required
Oracle NetSuite experience & expert knowledge of Microsoft Suite, with an emphasis on Excel
Excellent written and verbal communication skills
Maturity to work effectively in negotiation discussions with customer and sales reps
Expert knowledge of Microsoft Suite, with an emphasis on Excel-ability to do vlookups and pivot tables is required
Self-starter with ability to work independently and as a team
Highly organized with excellent time management skills and a high degree of accuracy and attention to detail
Ability to handle a heavy workload and adaptability to work in fast paced environment

The Perks of Working With Us

• Take advantage of excellent benefits, including medical, dental, vision, life, and disability coverage.
• Invest in your future with our matching 401(k) program.
• Build relationships and take part in learning opportunities through our Employee Resource Groups.
• Enjoy office wide engagement activities, team events, happy hours and more!
• Leave the suit and tie at home; our dress code is casual.
• Work in the heart of downtown Chicago, IL!
• There are CTA and L train stops walking distance from the office and you can store your bike safely inside of the building.
• Sweat it out at the LifeStart gym in our office building that includes brand new Peloton bikes, top-of-the-line equipment and personal training options.
• Maximize your wellness with free counseling sessions through our Employee Assistance Program
• Get paid to work with your friends through our Referral Program!
• Take time to manage your physical and mental health - we offer company paid holidays, paid vacation time and wellness days.
• Receive 100% paid parental leave when you become a new parent.
• Get relocation assistance! If you are not local to the area, we offer relocation packages.