Accounts Receivable Clerk

Summary: Assists with day-to-day accounts receivable functions while focusing on collecting overdue accounts, following up with customers, and supporting timely payment and accurate account records for Summit Pinnacle's departments and business operations.

Duties and Responsibilities:

• Process accounts receivable transactions and incoming payments in compliance with financial policies and procedures
• Perform day-to-day financial transactions, including verifying, classifying, computing, posting, and recording accounts receivable data
• Monitor aging reports and assist with collection efforts on past-due accounts
• Contact customers and sponsors by phone and email regarding outstanding balances and facilitate timely payment resolution
• Research, verify, and resolve billing discrepancies, short payments, unapplied cash, and invoice-related issues
• Coordinate with internal departments regarding billing questions, payment delays, and account resolution
• Escalate significantly delinquent accounts or unresolved issues to management as appropriate
• Assist with preparing account reconciliations, aging summaries, and collections reporting
• Assist in improving collections processes and identifying opportunities to reduce aging exposure and improve cash flow
• Perform other duties as assigned

Duties, responsibilities, and activities may change, or new ones assigned at any time.

Education/Experience:

• High school diploma or equivalent required
• Associate degree in Accounting, Finance, Business Administration, or related field preferred
• Healthcare, clinical research, or medical billing experience preferred
• Two to four years of related accounts receivable, collections, billing, or accounting experience required; or equivalent combination of education and experience

 

Certificates and Licenses:

 Valid driver’s license.

Knowledge, Skills, and Other Abilities:

• Proven working experience in accounts receivable, collections, or a related customer service role
• Solid understanding of basic accounting principles, collections practices, and customer account management
• Strong ability to calculate, post, reconcile, and manage financial records accurately
• Excellent attention to detail and strong data entry accuracy
• Hands-on experience operating spreadsheets and accounting software (JDE or other full-scale ERP software)
• Strong verbal and written communication skills with the ability to professionally manage difficult collection conversations
• Ability to prioritize workload, manage multiple accounts, and meet deadlines in a fast-paced environment
• High degree of organization, flexibility with changing priorities, and strong interpersonal skills
• Proficiency in English and in MS Office
• Strong mathematical knowledge and ability to maintain thorough customer account records
• Experience with Microsoft Office, Internet Explorer, Google Chrome, Mozilla Firefox, and web-based enterprise solutions/ERP applications (NetSuite, etc.).

Work Environment and Physical demands:

The work environment and physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

• Work is performed in an office.
• Occasional travel may be required domestic and/or international.
• Ability to work in an upright and/or stationary position for 6-10 hours per day.
• Frequent mobility required.
• Occasionally squatting, kneeling, or bending.
• Light to moderate lifting and carrying (or otherwise moves) objects including medical equipment with a maximum lift of 20-50 lbs.

Perks of working at Summit Pinnacle Clinical Research:

• 401k
• Medical, dental, vision, long term disability, short term disability, FSA, and life insurance
• 3 weeks of paid time off
• 14 paid company holidays
• And more!

Summit Pinnacle Clinical Research is an equal opportunity employer. All applicants will be considered for employment without regard to race, color, religion, disability, gender, national origin, age, genetic information, military or veteran status, sexual orientation, gender identity, marital status or any other protected Federal, State/Province or Local status unrelated to the performance of the work involved.