Senior Accounts Receivable Specialist bei Geneo
Geneo · Salt Lake City, Vereinigte Staaten Von Amerika · Hybrid
- Senior
- Optionales Büro in Salt Lake City
- Invoicing & Billing: Create/send invoices for capital devices and Net-30 consumables; ensure accuracy against contracts and POs; notate status in the collections module.
- Delinquency Outreach: Proactively email delinquent accounts to secure updated payment methods; manage Credit Card Authorization (CCA) via DocuSign.
- Deal Review: Review/approve capital device deals prior to shipment for accuracy and terms compliance.
- Proforma & Financing: Generate Proforma invoices for financing partners upon PO receipt; validate POs against contracts and resolve discrepancies before release.
- Customer Billing Cycles: Send Net-30 invoices as orders are placed; track, monitor, and follow up on past-due balances.
- Credit Checks: Perform credit checks for in-house membership financing; follow the established approval matrix.
- Collections: Lead cash collection efforts for delinquent 1305 accounts; coordinate with third-party collections partner (ABNA) as needed.
- Customer Statements: Prepare manual account statements/payment histories for 1305 customers upon request.
- Invoice Support: Provide invoice copies for 1303 consumable orders; field internal/external billing inquiries by email/phone.
- Cash Apps Partnership: Send daily Shopify order reports to the Cash Applications team; provide application direction for unidentified funds.
- Issue Research: Investigate order/app issues across Shopify and SAP to drive resolution and correct application of funds.
- Cash Clearing: Process and clear cash receipts for capital and consumable orders; ensure timely, accurate posting.
- Audit Support: Prepare/maintain audit packs; support internal/external audits related to AR.
- Payment Plans: Track and process RF Pro payment plans; ensure on-time, accurate collections/postings.
- Chargebacks: Prepare and file chargeback challenge packets; track outcomes and tighten prevention controls.
- Tax Exemption: Enter/maintain tax-exempt certificates in Vertex; liaise on customer tax questions.
- Aging & Dunning: Run SAP ZFI aging; prioritize outreach to Net-30 consumable customers and execute dunning strategies.
- Cross-Functional Collaboration: Partner with Sales Ops, Logistics, and Finance to remove blockers and accelerate collections.
- Continuous Improvement: Recommend process/control enhancements to increase accuracy, speed, and cash flow.
- Other duties as assigned.
- 5+ years progressive AR experience (billing, collections, cash app); aesthetics/medical device or eCommerce a plus.
- Working knowledge of SAP (incl. ZFI aging) or similar ERP required; Shopify and Vertex experience strongly preferred.
- Proficient with DocuSign (or equivalent) for CCA and contract workflows.
- Experience preparing chargeback responses and working with third-party collections partners.
- Strong Excel (lookups, pivots, reconciliation); comfortable in high-volume, multi-SKU environments.
- Clear, confident communicator—able to influence customers and collaborate with Sales/Operations.
- Highly organized, meticulous, and deadline-driven; great at prioritizing in a fast-paced setting.
- Bachelor’s in Accounting, Finance, or related field preferred (or equivalent experience
- Detail-oriented, data-driven, and results-focused with excellent follow-through.
- High integrity and customer empathy; balances firmness in collections with relationship stewardship.
- Process-improvement mindset; proactively identifies gaps and proposes solutions.
- Self-starter who takes ownership and meets deadlines with minimal supervision.
We win together. When our goals align, success follows. You collaborate, communicate, and stay laser-focused on shared outcomes.
Work smarter, not harder. You find creative ways to maximize efficiency, staying agile and proactive in a fast-moving environment.
No BS. No drama. Just respect. You address challenges directly while maintaining professionalism and empathy.
Let the numbers lead. You use insights and analytics to tell the story, guide your strategy, and drive measurable impact.
Say it. Do it. Deliver. You’re accountable, consistent, and proud of your follow-through.
You prioritize what matters most — because clarity fuels great results.
- Immediate contribution — we move fast, and you’re ready to hit the ground running.
- High activity — showing up isn’t enough; we win through action.
- Measurable results — your success will be visible, celebrated, and rewarded.
- A limitless growth environment with no ceiling for high performers.
- A team of driven professionals who push, inspire, and celebrate one another.
- Recognition and reward for real achievement — not just effort.