Accounts Receivable and Customer Service Representative - Level 1

Job Title: Accounts Receivable & Customer Service Representative – Level 1

Department: Accounting

Reports To: Accounts Receivable

Position Type: Full-Time, Entry-Level

Position Summary

The Accounts Receivable & Customer Service Representative – Level 1 is responsible for providing accurate and timely support to the accounting department while delivering excellent customer service. This position focuses on assisting customers with account inquiries, processing payments, maintaining accurate account records, and supporting daily accounts receivable operations.

The ideal candidate is detail-oriented, organized, dependable, and professional, with strong communication skills and a commitment to customer satisfaction.

Essential Duties and Responsibilities

Accounts Receivable

• Assist with daily accounts receivable activities and administrative duties.
• Process customer payments, including checks, credit cards, ACH payments, and other approved payment methods.
• Apply payments accurately to customer accounts.
• Assist with preparing and distributing customer invoices and account statements.
• Research payment discrepancies, unapplied payments, and basic account issues.
• Assist with account reconciliations and maintaining accurate customer records.
• Help monitor past-due accounts and follow established procedures for payment reminders.
• Maintain organized documentation and electronic records.
• Assist with month-end accounting procedures as assigned.

Customer Service

• Respond to customer inquiries regarding invoices, account balances, payments, and statements.
• Provide courteous, professional, and timely assistance by phone, email, and in person.
• Research and resolve routine billing and payment questions.
• Communicate with sales staff, branch personnel, and other departments to resolve customer account issues.
• Direct complex billing disputes, credit requests, and collection concerns to the appropriate team member.
• Maintain customer confidentiality and follow company policies and procedures.

General Responsibilities

• Enter and maintain accurate financial and customer information.
• Follow established accounting controls and procedures.
• Meet departmental deadlines and maintain accuracy in daily work.
• Perform other accounting and administrative duties as assigned.
• Answering phones, transferring calls, filing, other misc. clerical duties
• Fast-paced office environment

Qualifications

• High school diploma or equivalent required.
• Previous customer service, bookkeeping, or accounts receivable experience preferred but not required.
• Basic knowledge of Microsoft Excel, Word, and email.
• Strong attention to detail and organizational skills.
• Excellent verbal and written communication skills.
• Ability to handle confidential information professionally.
• Ability to prioritize tasks, meet deadlines, and work independently or as part of a team.

Key Competencies

• Accuracy and attention to detail
• Customer service and relationship building
• Organization and time management
• Problem-solving and follow-through
• Professional communication
• Teamwork and accountability
• Willingness to learn and develop accounting skills

Physical and Work Requirements

• Ability to work in an office environment.
• Ability to sit for extended periods and use a computer and telephone regularly.
• Ability to handle routine office documents and records.
• Business casual attire
• Alternating weekends are required

Success Measures

• Accurate and timely payment posting.
• Prompt and professional responses to customer inquiries.
• Proper documentation and maintenance of customer accounts.
• Timely resolution or escalation of account discrepancies.
• Consistent adherence to company policies and accounting procedures.

Equal Employment Opportunity

The company provides equal employment opportunities to all employees and applicants in accordance with applicable federal, state, and local laws.

Expected hours: 40.0 – 45.0 per week

Benefits:

• 401(k)
• 401(k) matching
• AD&D insurance
• Dental insurance
• Health insurance
• Health savings account
• Life insurance
• Paid sick time
• Paid time off
• Profit sharing
• Vision insurance

Work Location: In person