Customer Service and AR Order Processor

Customer Service and AR Order Processor

Position Summary :

This temporary role covers a leave of absence for approximately 4 months, with the possibility of becoming temp-to-hire for the right candidate. The position is responsible for managing the full order and accounts receivable process; from order entry and invoicing to payment posting, reconciliation, and customer communications.

Key Responsibilities :

• Process customer orders from entry through invoicing, including applying proper pricing, coding, and discounts.
• Generate, distribute, and verify invoices; confirm inclusion of tracking information and sales data.
• Enter and set up new customers in Acumatica ERP or internal databases; maintain accurate customer profiles.
• Receive and post payments (checks, credit cards, electronic transfers), apply payments to correct accounts, and file records as needed.
• Regularly reconcile AR ledgers to confirm balances and resolve discrepancies.
• Monitor overdue accounts, follow up with clients, and actively facilitate timely payment and collections.
• Respond to customer inquiries about orders, invoices, account status, and payment history; assist with warranty and service concerns.
• Support internal departments (Sales, Warehouse) by coordinating shipping requirements, holds, and delays, plus assisting with sales data or order habit tracking.
• Generate and review AR aging and account reports; help with audit reviews and month-end closing to ensure complete records.
• Maintain organized and compliant records for all AR and order transactions.
• Conduct regular check-ins with key customers to ensure satisfaction and support marketing or product display needs.

Qualifications :

Details :