Account Specialist

Job Tittle: Account Specialist                                                      

Department: Finance

Classification: Non-Exempt / Salary                                                                                 

Reports to: Tax and Treasury Manager

Job Qualifications:

1. High school diploma or GED required
2. BS/BA preferred
3. Must have excellent computer skills with experience in Microsoft Office Suite, Sage X3 a plus
4. Experience with Excel Pivot Tables a plus
5. Understanding of contractual relationships
6. Attention to detail
7. Must be able to work independently and in groups
8. Excellent communication skills (verbal and written)
9. Excellent internal and external customer service skills
10. Interpersonal skills (ability to work with all levels from hourly to management)
11. Time management and multi-tasking skills
12. Strong analytic and problem-solving skills

Job Summary:

Assist Customer Service Specialists and Regional Sales Managers with customer requests and questions. Execution of day to day A/R activities and transactions affecting the General Ledger.  

Job Duties:

1. Assist customers with account questions and payments
2. Investigate and resolve customer inquiries via phone, email, or mail
3. Continuously update customer information, with regards to contacts, change of address and/or billing information
4. Resolve billing and short or over payment discrepancies
5. Monitor and remove customer account holds
6. Review A/R aging to ensure compliance with policy and procedures
7. Assist and guide customers on the maintenance of their contracted inventory
8. Provide monthly statements and fees to customers
9. Inform customers of past due balances by various means including telephone calls, emails and mailings
10. Monitor credit limit compliance; take appropriate action when limits are exceeded; recommend credit limit changes
11. Post check payment daily.
12. Handle processing check refund requests as needed.
13. Review return, credit and debit memo requests to ensure accuracy, in order to be sent to Accounts Receivable Manager for processing.
14. Special projects as assigned
15. Other duties as assigned
16. Engage in LEAN and continuous improvement initiatives
17. Exhibit company values and a commitment to achieving YCH company vision and mission
18. Maintain sanitary and safe work environment and follow safety requirements.
19. Actively participate on company’s Safety Committee.
20. Ensure that company safety policies as well as federal, state and local safety and environmental regulations are observed.
21. Must have a complete understanding of company’s policies, SOPs, QPs, EPs, HACCP and cGMP that pertain to their department, to ensure quality, safety, efficiency and sustainability.
22. Must adhere to all company policies.
23. Examine documents, materials, and products and monitor work processes to assess completeness, accuracy and conformance to standards and specifications.
24. Follow all SOPs in a given area.
25. Perform all other duties as assigned by Manager and/or designee.

Benefits:

1. Medical, Dental, & Vision insurance
2. Health Savings Account (HSA)
3. Flexible Savings Account (FSA)
4. Company Paid Life & AD&D, Voluntary Life And AD&D Insurance
5. Employee Assistance Program (EAP) - Lifeworks
6. Calm for Work
7. 401(k) retirement plan with 6% & Roth option
8. Education Tuition Assistance Program
9. 10 Recognized Holidays
10. 50 hours of personal/sick time pro-rated based upon hire date
11. 110 hours accrued Vacation
12. Competitive Wages
13. Performance Incentive Bonus opportunities
14. Wellness Benefit
15. Employee Giveback Program
16. Individual Development Programs
17. Youth Donation Program
18. Continuing Education Programs
19. Bring your Pet to Work Program (applies to admin positions only)
20. Pet Insurance
21. And much more…