AR Collections Specialist - Poway, CA
AR Collections Specialist - Poway, CA
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Job Description
Company Overview
At DirectMed Imaging were more than just a medical parts company - we are mission-driven innovators with an unwavering commitment to extending the life of critical diagnostic imaging technologies reducing healthcare waste lowering diagnostic imaging equipment costs and improving patient access to quality care.
We offer an extensive array of imaging parts engineer training courses and customer support services in the US and abroad to ensure that medical facilities and service providers have access to top-notch equipment and expertise to keep their operations running.
If you would like to help us become the most trusted resource in aftermarket diagnostic imaging equipment - keep reading!
The Opportunity
We are seeking a detail-oriented and proactive Accounts Receivable (AR) Specialist to join our finance team. This role is responsible for managing the accounts receivable process from billing to collection ensuring timely and accurate payment from customers resolving disputes maintaining strong customer relationships and supporting internal teams with financial operations related to customer accounts.
Key Responsibilities:
Collections & Customer Communication
- Contact customers by phone and email to finalize the collection of outstanding debts.
- Maintain professional and friendly relationships with customers while ensuring timely and full payments.
- Respond promptly to account queries emails and inbound calls resolving disputes and discrepancies as needed.
Account Reconciliation & Recordkeeping
- Reconcile customer accounts to ensure payments are applied correctly to the appropriate invoices.
- Maintain accurate organized and up-to-date notes and records of all communications and account statuses.
ERP & Reporting
- Utilize Microsoft Dynamics Business Central to:
- Research invoice history part sales returns and notes.
- Record all payment types including checks wire transfers and credit card payments.
- Track customer communications and updates related to accounts receivable.
- Pull and review the Outstanding Core Report biweekly and share with leadership to support add-on billing.
- Run the Weekly Master Aging Report update notes and prepare insights for monthly leadership meetings.
Internal Collaboration & Escalation
- Work closely with sales account managers and logistics staff regarding past-due clients and account holds.
- Collaborate with sales leadership to resolve disputes and obtain credit issuance approvals.
- Escalate delinquent accounts to the Controller for potential collections/legal action when appropriate.
Customer Documentation & Returns Processing
- Send monthly statements to customers and ensure consistency in communications.
- Manage the Accounts Receivable and Returns inboxes responding to inquiries promptly.
- Handle vendor setup processes including collecting and submitting documentation (e.g. W-9s banking info).
- Process Exchange Returns (EXs) to verify items and resolve discrepancies in collaboration with internal teams and customers.
Knowledge Skills and Abilities youll need for this opportunity:
- Associates or Bachelors degree in Accounting Finance or related field preferred.
- 2 years of experience in Accounts Receivable or related finance role.
- Experience with ERP systems (Microsoft Dynamics Business Central strongly preferred).
- Excellent communication and interpersonal skills.
- Strong attention to detail organization and time management.
- Proficient in Microsoft Excel and Outlook.
- Ability to work both independently and collaboratively in a fast-paced environment.
Why we love DirectMed and why you will too!
- Industry-leading products and service
- Work hard and have fun doing it
- Incredibly fast growth means limitless opportunity
- Flexible and dynamic culture
- Work alongside some of the most talented and dedicated teammates
- Competitive base salary with an excellent commission structure
- Great benefits package including healthcare dental vision 401k and paid time off
Required Experience:
Unclear Seniority
Employment Type
Full-Time
