Account Management Processor

Job Number: 11966

External Description:

Role Responsibilities:

• Customer & Vendor Account Management: Answer incoming customer and internal calls as the second line of defense, providing professional and timely support; Set up new customers & vendors accurately and completely to minimize accounts receivable issues, billing errors, and customer disputes; Submit and maintain customer Tax Exemption updates; Manage customer site access requirements and maintain required safety portals; Process COI requests; Create customer-specific reports as requested
• Accounts Receivable & Collections Support: Serve as the Accounts Receivable Subject Matter Expert (AR SME) and primary resource for AR-related questions and issues; Research, resolve, and manage customer billing disputes; Participate in weekly AR calls and communicate outstanding issues, resolutions, and action items; Review AR DMB metrics and clearly communicate progress, trends, changes, and areas requiring attention; Manage the customer credit hold and release process; Review service project reconciliations to ensure projects are accurately billed, with a focus on minimizing underbilled projects; Maintain the payment check log for checks remitted to the local office
• Job Booking & Project Administration: Book jobs accurately and in lockstep with the Sales team; Conduct daily reviews of closed but un-booked opportunities and complete the booking process promptly; Coordinate required parts & subcontractor ordering as part of the job booking process; Process parts orders for quoted jobs; Notify the Service Coordinator & Service Manager of new job bookings and any scheduling requirements; Book Service projects and partner with billing teams to ensure accurate and timely billing; Manage Estimate at Completion (EAC) activities, including reviewing costs to date and making appropriate EAC adjustments; Reconcile service projects and identify potential billing discrepancies before they become issues.
• Billing & Order Management: Review open orders to ensure jobs are complete and ready for billing; Review Preliminary Billing Documents (PBDs) and ensure invoices are processed prior to month-end/EOM; Prepare invoice backup and supporting documentation as needed to facilitate accurate and timely customer invoicing; Work closely with billing teams to resolve issues that may delay invoicing; Support efforts to maintain minimal-to-zero underbilled projects
• Accounts Payable & Procurement: Process Accounts Payable (AP) transactions accurately and timely; Process purchase orders and ensure appropriate documentation and approvals are maintained; Support accurate parts and subcontractor purchasing activities associated with booked jobs; Coordinate vendor-related information and resolve issues that may impact AP processing
• Compliance & Administrative Support: Process certified payroll as required; Maintain accurate documentation and records related to customer, vendor, job, billing, and payment activities; Update customer access, safety, tax, and insurance requirements as needed; Provide administrative and reporting support to internal teams and customers

Role Purpose:

• This position plays a critical role in ensuring customer and vendor accounts are established accurately, jobs are booked and processed efficiently, billing is completed timely, and financial discrepancies are identified and resolved
• The Account Management Processor is a key connection point between Sales, Service, Operations, Billing, AR, AP, vendors, and customers. By ensuring information is accurate from the beginning of the process through final billing and payment, this role helps prevent disputes, protect revenue, improve cash flow, and deliver a better customer experience.

Minimum Requirements:

• High School Diploma or GED
• 1+ years’ experience in Sales, Service, Billing, AR, AP, Procurement, and customers

Preferred:

• Highly organized and detail-oriented
• Comfortable working with numbers, financial information, and operational data
• Able to manage multiple priorities and deadlines in a fast-paced environment
• Experienced with ERP, CRM, billing, or accounting systems preferred
• Proactive in identifying potential billing, AR, AP, and job-processing issues before they escalate

Job Number: 30219905

Community / Marketing Title: Account Management Processor

Location_formattedLocationLong: New York, US