PeopleCaddie: Job Apply

Job Description:

Bookkeeper

• Collaborate with our sales teams to understand their clients and related accounting needs.

• Display top-notch customer service skills as you answer inbound inquiries from our clients/carriers and build relationships with customer accounting contacts.

• Learn each customer’s invoicing portal and develop processes to maximize collections and minimize billing discrepancies.

• Proactively research payment details and reach out to clients as needed.

• Pull weekly reports and distribute them for internal consumption.

• Follow AR trending patterns to predict & prevent past due invoices.

• Strive to meet & exceed aging goals on a consistent basis.

• Settle payments with customers, keeping sales reps informed every step of the way!

• Resolve payment disputes thoroughly, involving management when appropriate.

• Execute administrative tasks, including document uploading and retrieval.

• Represent the Company brand through transparent & professional communication with customers via phone and email.

Qualifications & Skills

• 1-2 years of experience working in Accounts Receivable

• Bachelor’s Degree in Accounting, Finance or a related field.

• One year of experience in logistics preferred.

Able to deal with claims, collections, and settlements.

• Competency in Microsoft applications including Word, Excel, and Outlook

• A self-starter with the ability to work in a fast-paced office setting

• Familiarity with basic accounting principles and procedures

• Organization, accuracy, and attention to detail

• Excellent written, verbal, and presentation skills

• Strong phone presence and ability to gather data from external sources

#PCAF

Bookkeeper

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