Vserve Ebusiness Solutions - Senior Revenue Specialist

Responsibilities:

- Review and approve customer orders, ensuring accounts are up-to-date.

- Identify orders exceeding credit limits and escalate to the credit manager for review.

- Post customer payments from various bank accounts and reconcile with bank transactions.

- Coordinate with the Accounts Payable (AP) department for refund processing.

- Address customer inquiries regarding duplicate payments.

- Process customer payments received via cases, phone calls, or emails.

- Apply payments to customer invoices based on remittance details.

- Prepare and record financial transactions for assigned accounts.

- Ensure accurate and timely financial history.

- Perform daily deposit reconciliation and maintain monthly reports for audit purposes.

- Review and correct discrepancies in daily deposit totals.

- Balance cash and reconcile bank deposits.

- Communicate with internal and external customers.

- Write off FX fees and minor account differences.

- Research and distribute payments with missing invoice numbers or dates.

- Determine the correct claims for payments with valid invoice dates.

- Accurately apply payments to appropriate invoices.

- Research customer compliance through online portals.

- Collaborate with the warehouse team to resolve discrepancies.

- Create customer credit memos for payment deductions.

- Generate debit memos for disputed and reimbursed paybacks.

- Review customer contracts to validate credit claims.

- Manage cases in Salesforce and navigate customer accounts and orders.

- Utilize Great Plains to retrieve statements, invoices, credits, and returns.

- Manage accounting, collection, and personal inbox emails.

- Review past-due customer accounts and send statements.

- Make professional outbound collection calls to maintain customer relationships.

- Handle inbound customer calls related to account inquiries.

Qualifications:

- Min 4 years of Accounting/Finance experience required.

- Proficiency in Microsoft Office applications and system databases.

- Strong organizational skills to manage multiple priorities.

- Preferred experience with Great Plains.

- Preferred experience with Salesforce.

- Strong attention to detail and accuracy.

- Ability to multitask effectively.

- Excellent verbal and written communication skills.

- Ability to work independently and collaboratively.

- Strong problem-solving skills