Team Lead - Customer Account Administration

Description

Position Summary

This position is responsible for supporting the overall objectives of the Corporate Finance department by executing the strategies to effectively administer customer invoice presentment systems that facilitate the maintenance of a portfolio of customer accounts within agreed upon terms.

Position Duties/Responsibilities

• Compiles data and completes documentation to establish third-party customer payment (Customer Accounts Payable) portal accounts in accordance with corporate guidelines. Ensures singular payment portal accounts for the enterprise.
• Coordinates the timely transmittal of enterprise invoice data to third-party customer payment portals; ensures data is complete and accurate.
• Monitors customer payment portals for data exceptions/rejections. Investigates and resolves differences and discrepancies timely. Escalates issues to department management as needed.
• Maintains the required configurations for third-party customer payment portal accounts.
• Monitors/reconciles daily data exchange with the Company's Electronic Invoicing Presentment and Payment ("EIPP") system. Identifies, investigates and resolves data transmission issues timely. Serves as the primary EIPP system administrator.
• Coordinates efforts to drive customer usage of the EIPP; assists customers to establish accounts and use the Company's EIPP.
• Monitors and reports on the usage of the Company's EIPP.
• Assists with maintaining accurate customer trade account balances; obtains customer payment related information to ensure timely and accurate posting to customer accounts.
• Performs research on customer account activity and reconciles customer accounts.
• Monitors customer accounts and proactively takes action to contact customers and encourage timely payment on account.
• Establishes and maintains relationships with customers and Company employees to timely communicate and resolve customer account and invoicing issues.
• Develops and implements standard processes, procedures and training documentation.
• Participates in identifying and implementing improvements in collection of customer account balances in alignment with corporate direction, including enhanced processes and procedures, new technology, automation and system to improve efficiencies, effectiveness and productivity.
• Provides excellent customer service.
• Compiles data and prepares reports and analysis, as requested.
• Provides direction, supervision and training for direct reports. Establishes performance expectations, provides coaching and feedback, evaluates performance and recommends corrective action.
• Performs other duties, tasks and projects as assigned by management.

Position Requirements

Required:

• High School Diploma or GED
• At least 8 years of experience in a corporate environment, with at least 6 years in commercial credit, collections or general accounting

Preferred:

• Associate or Bachelor's Degree in business (accounting, finance, business administration, etc.)
• At least 5 years of experience in a corporate environment
• Experience with data manipulation/analytics tools and Enterprise Resource Planning (ERP) systems
• Supervisory experience

Knowledge, Skills, And Abilities

The requirements listed below are representative of the knowledge, skills, and/or abilities required to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Excellent customer service skills
• Strong multitasking abilities, detail-oriented and self-motivated
• Strong interpersonal skills and ability to manage conflict in a win/win style
• Professional demeanor with both internal and external contacts including personal appearance and friendly, courteous treatment of peers, subordinates and people at all levels inside and outside the organization
• Strong computer and technology skills (Outlook, Word, Excel, and PowerPoint), with the aptitude and ability to leverage data and technology in the performance of responsibilities
• Ability to build and maintain effective customer and professional relationships through strong interpersonal skills with emphasis on relationship-building and consistent demonstration of solid professional judgment.
• Ability to work in a fast-paced, results-oriented, deadline-driven environment.
• Good communication skills, including verbal, written and listening skills.
• Solid understanding of business processes and workflows.

The duties and responsibilities described here are not a comprehensive list, and the scope of the job may change as necessitated by business demands.

MacAllister Machinery Co Inc. is an Equal Opportunity Employer (EEO).