Position Overview
We are a growing heavy equipment company seeking a highly adaptable and detail-oriented Credit & Accounts Receivable Specialist. This role is responsible for managing customer credit risk, driving collections, and supporting the full order-to-cash cycle to ensure healthy cash flow.
In a startup environment, this position requires someone who can move quickly, think critically, and take ownership of both routine and complex credit and AR functions. You will play a key role in establishing the A/R function while helping build scalable processes across credit, collections, and customer account management.
Key Responsibilities
Credit & Risk Management
· Evaluate customer creditworthiness and establish appropriate credit limits
- Provide internal credit approvals for assigned customer portfolio
- Monitor financial condition of customers and escalate risk concerns to leadership
- Maintain accurate and complete customer credit files and documentation
- Prioritize and perform ongoing credit reviews for existing accounts
- Ensure compliance with company credit policies and financial controls
- Work with the customer and appropriate internal stakeholders to collect open trade invoices by due date to ensure positive cashflow.
- Engage stakeholders as needed to address any issues associated with invoice collections.
- Have solid understanding of financial systems/processes/policies/accounting principles to ensure compliance with credit policies
- Take appropriate training to ensure ongoing knowledge.
Collections & Accounts Receivable
- Manage a portfolio of customer accounts and proactively collect customer payments based on open invoices by due date
- Partner with customers and internal stakeholders to resolve billing issues, disputes, and discrepancies
- Track aging reports and drive reduction in Days Sales Outstanding (DSO)
- Resolve questions associated with open invoices in a timely manner
- Assist with cash application and support accurate posting of customer payments
- Process customer refunds, account adjustments, and general A/R clean-up
Operational & Systems Support
- Collaborate with Sales, Operations, Tax, and Accounting teams to support accurate order-to-cash processes
- Troubleshoot and resolve transactional or system-related discrepancies
- Support ERP system implementations, enhancements, and process improvements
- Help develop and refine credit, collections, and A/R workflows to improve efficiency and scalability
- Maintain alignment between operational activity and financial records
Tax & Compliance Support
- Approve and maintain customer tax exemption documentation by jurisdiction
- Partner with Tax team to resolve tax-related inquiries
- Ensure adherence to internal policies and external regulatory requirements
- Support audit requests and documentation as needed
Ad Hoc & Startup Support
- Take on special projects and cross-functional responsibilities as needed
- Assist with broader accounting or operational initiatives during peak periods
- Contribute to building scalable infrastructure in a fast-paced startup environment
What You’ll Need
- Bachelor’s Degree in a related field (Business Management, Finance, or Accounting). Work experience may be considered in lieu of degree.
- Broad knowledge in the field of finance/accounting.
- Knowledge and understanding of customer base and industries serviced; strong writing, math/analytics, business English and problem-solving skills.
- Ability to establish excellent rapport with upper management, corporate employees, branch employees, and customers using proper phone etiquette and other effective interpersonal skills.
- Strong PC skills with knowledge in Microsoft Excel, PowerPoint, Word
- Strong listening and communication skills; strong multi-tasking, organizational, and time management skills to prioritize required duties and ensure timely delivery of information; detail oriented and assertive. Ability to work as part of collaborative teams.
- Ability to contribute to creation of the A/R process for a start-up entity by learning new procedures and functions as needed.
Communication & Work Style
- Ability to read, write, and communicate effectively in a professional environment
- Comfortable working both independently and collaboratively in small teams
- Capable of presenting information clearly to internal stakeholders
Work Environment & Expectations
- Open to in-office or hybrid (office/work-from-home) work arrangements
- Startup culture: requires flexibility, accountability, and a hands-on approach
- Ability to manage multiple priorities and adapt to changing business needs
- Occasional travel (up to 10%)
Why Join Us?
- Opportunity to help build and shape accounting processes from the ground up
- Exposure to a wide range of accounting and operational functions
- Collaborative, entrepreneurial team environment
- Competitive benefits package including health, dental, vision, and more
- Don’t you want to work with awesome people?
- We like to take care of business and have fun doing it!
Additional Information
- This position is not considered safety-sensitive
- Work environment is generally quiet and office-based
- Job duties and responsibilities may evolve as business needs change
- Equal Opportunity Employer (EEO/AA)
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.
