A/R Agent

Mike Callaway Accounting/Finance/Banking, Customer Service

Website Southern Glazer’s Wine and Spirits

Description

Overview

The Customer Care Accounts Receivable Representative assists customers in response to inquiries about products and services. Assists customer with placing product orders.

Duties and Responsibilities

  • Assist specific customers in the division with key back-office processes (e.g., accounts receivable, order processing, customer service, etc.); work in conjunction with National Call Center (NCC) back-office resources who will be performing similar functions
  • Resolve internal and external customer issues by returning/acknowledging phone calls and emails in a timely manner and providing responses and resolution in a reasonable amount of time
  • Work with NCC Credit Corrections to secure product credits
  • Answer questions for accounts involved in the accounts receivable process
  • Research accounts and communicate to customers the reason for open invoices, short pays, and open credits and document accounts accordingly
  • Enter and process payments in AS400 brought into the site from customers and address any payment related issues directly with the Salesforce and customers
  • Follow up on general customer collections as requested by National Call Center Accounts Receivable (A/R), utilizing the established delinquency, aging and collection letter and follow up guidelines
  • Work with customers, Salesforce, and NCC Accounts Receivable to complete necessary paperwork and forward to the A/R Supervisor
  • Research and provide documentation for internal and external audits
  • Assist with research of any missing invoices
  • Assist with completion of the applicable IRS form to report cash payments over $10,000
  • Maintain effective and consistent communication with Sales Force and employees at NCC
  • Answer general Sales Force questions and resolve issues related to A/R
  • Provide invoice copies, monthly statements, and other document/information requests
  • Monitor and balance petty cash
  • Process credits on product returned to the warehouse by drivers or through pickup slips
  • Separate saleable and non-saleable credits for submission to Accounting for processing
  • Process discount debits/credits when approved by pricing and verify all debits/credits processed the prior day
  • Process incoming orders from customers
  • Assist sales force with issues relating to order submission (e.g. Topaz issues)
  • Answer general order inquiries, providing first level support, and minimizing call transfers
  • Process pickups and returns per the established pickup and return policy
  • Stay abreast of state-specific alcoholic beverage laws and state listings laws
  • Cross-train with Cashier and Customer Service team members to serve as a backup when needed
  • Perform other job-related duties as assigned

Qualifications

Minimum Qualifications

  • High school diploma or equivalency plus two years of experience
  • Proficiency using Microsoft Excel spreadsheets in creating pivot tables, develop charts, and complex formulas
  • Experience working in accounts receivable or general office environment
  • Ten-Key by touch proficiency

Preferred Qualifications

  • Knowledge with Generally Accepted Accounting Principles (GAAP), federal regulatory guidelines, and organizational objectives
  • Understand and utilize sound customer service skills to exceed internal and external customer expectations
  • Back-office Accounting experience
  • Ability to analyze, research, and explain complex transactions involving multiple steps
  • Proven ability to recognize necessary process improvements and take the necessary proactive steps to initiate change
  • Critical nature of this job may require extended hours, overtime and weekends, particularly during busy season and physical inventories
  • Beverage distribution industry knowledge
  • Knowledge of warehouse rules, regulations, and safety procedures
  • Excellent accuracy and attention to detail skills to process large numbers of invoices
  • Strong communication skills – written, verbal, persuasion, motivation, facilitation of strong working relationships
  • Knowledge of other MS Office Suite and/or software applications related to job functions
  • Excellent interpersonal, customer service, analytical/problem solving, problem management, presentation development, presentation, and communications skills

Physical Demands

  • Physical demands include a considerable amount of time sitting and typing/keyboarding, using a computer (e.g., keyboard, mouse, and monitor) or adding machine
  • Physical demands with activity or condition may occasionally include walking, bending, reaching, standing, and stooping
  • May require occasional lifting/lowering, pushing, carrying, or pulling up to 20lbs

To apply for this job please visit jobs.southernglazers.com.