Accounts Receivable – Market Analyst – Accounts Receivable Analysis

Job Description

Accounts Receivable – Market Analyst | Valpak

The Tone:
This is a role at Valpak. Valpak is an organization that works with sales representatives and production teams to deliver advertising solutions. This position is accountable for managing a portfolio of accounts with the sole purpose of driving cash flow and increasing operational efficiencies. It involves responding to and effectively resolving client and sales partner issues, communicating clearly to varied audiences.

The TL;DR
• Role: Early Career
• Team: Led by their respective Market Team Lead and reports to the Senior Manager, Accounts Receivable & Revenue.
• Mission: Drive cash flow and increase efficiencies within a portfolio of accounts.
• Tech Stack: Salesforce CRM, CPQ, Microsoft Office Applications, Excel, Adobe Acrobat

What You’ll Actually Do
• Payment Management: Oversee the payment process by collaborating with sales representatives and customers to arrange payments, establish payment plans, and initiate collections when necessary.
• Discrepancy Resolution: Proactively communicate with customers to investigate and resolve discrepancies in charges, payments, and credits, including researching all disputed items.
• Operational Coordination: Engage daily with sales representatives and production teams to address potential holds or delays for print orders, ensuring smooth workflow.
• Financial Processing: Manage and maintain payment schedules for changed orders, process money moves, credits, and refunds, and conduct regular reviews of unallocated payments, credits, and debits.
• Account Reconciliation & Follow-up: Complete thorough account reconciliations for assigned accounts, diligently follow up on balances 30 days and older, and escalate final notice accounts to the Bad Debt Specialist.
• Team Support: Assist with training new employees during onboarding and contribute to other related work or special projects as assigned.

The Must-Haves
• Background: Early-Level professional with college experience preferred, specifically in accounting, business administration, or finance. Commensurate hands-on work experience is also considered.
• Experience: 1-2 years of experience in account management or collections.
• Skills: Keen attention to detail for financial data integrity; strong organizational and prioritization abilities to support sound decision-making; excellent communication and relationship-building skills, including negotiation; professional written and verbal communication; and basic to advanced mathematical proficiency.
• Bonus: Prior knowledge of Salesforce CRM & CPQ. Basic skills in Microsoft Office Applications, with a focus on Excel, and basic skills in Adobe Acrobat.