AR Specialist

This is a fully remote position, open to applicants in United States.

📋 Description

• Manage the setup of customer accounts, which involves obtaining CreditSafe reports, performing credit assessments, and accurately entering accounts into internal systems within specified deadlines.

• Process requests for credit, invoice adjustments, credits, and rebills in line with departmental protocols.

• Update and maintain departmental Standard Operating Procedures (SOPs) to ensure precision and consistency in operations.

• Oversee customer credit limits and prepare requests for adjustments as necessary.

• Revise customer accounts with status updates and changes communicated by different departments or branches, ensuring that all modifications and notifications comply with SOP guidelines.

• Conduct incoming and outgoing credit references to assist in customer application evaluations.

• Aid in the monthly Accounts Receivable reporting to CreditSafe and manage SmartLists, tracking sheets, and other Excel-based reporting tools.

• Verify invoice processing and mailing schedules using departmental tracking sheets.

• Handle daily email correspondence with customers, vendors, and internal teams.

• Provide administrative assistance to the leadership of Accounts Receivable, Credit, and Cash Applications Departments, and contribute to departmental projects and initiatives aimed at process improvement.

⛳️ Requirements

• A degree is required.

• A minimum of two years of relevant work experience showcasing reliable tenure and a strong work ethic.

• Advanced skills in Microsoft Excel, including formulas, tracking sheets, and SmartLists.

• Excellent written and verbal communication abilities.

• High level of accuracy and attention to detail in a fast-paced, deadline-oriented environment.

• Required experience in credit, accounts receivable, or customer account management.

• Preference for familiarity with CreditSafe or similar credit platforms.

• Proven success in a collaborative team environment.

• Basic knowledge of ERPs or accounting systems.

• Preferred experience in fuel services, construction, distribution, or field-service industries.

• Ability to handle multiple tasks with tight deadlines while ensuring a high level of accuracy.

• Capability to meet the required turnaround times for customer setups and credit processing.

• Strong follow-through, accountability, and ownership of tasks.

• Ability to manage confidential information discretely.

• A positive, team-oriented mindset and comfort in a structured, process-oriented workplace.

• Must be receptive to constructive feedback, maintain professionalism under stress, and exhibit resilience and emotional maturity.

• Employment is contingent upon successfully passing a standard background check.

• A credit check may be necessary due to the nature of the position.

🏝️ Benefits

• A comprehensive benefits package that includes health, dental, vision, and retirement plans.

• Opportunities for professional growth and development within the organization.

• Comprehensive coverage.

• 401K matching.

• Paid holidays.

• Paid vacation.

• Extensive training and ongoing support.