10 results for Customer Account Coordinator in Ballston Spa, NY

Accounts Payable Coordinator Job Summary:We are seeking a detail-oriented and organized Accounts Payable Coordinator to join our client’s team on a temporary basis, with the opportunity to go permanent. This role is responsible for processing invoices, managing vendor payments, and providing administrative support. The ideal candidate will have experience with accounts payable functions and general office administration. Key ResponsibilitiesAccounts Payable:<ul><li>Sort invoices into categories.</li><li>Process weekly invoices, verifying details and codes are correct</li><li>Print and distribute weekly checks.</li><li>Retrieve invoices from the AP email, code, scan, and enter them into pending approval.</li><li>Review approved invoices, verify changes, and transfer them from pending status to open files for scheduled payment.</li><li>Prepare payments by pulling approved invoices, printing checks, and attaching check stubs for signatures.</li><li>Mail checks and file backup documents appropriately.</li><li>Respond to vendor emails and inquiries.</li><li>Reconcile vendor statements with QuickBooks; investigate discrepancies and request missing invoices.</li><li>Monitor Wex card transactions and match receipts to statements.</li><li>Process tax adjustments and ensure timely payments to NYS.</li><li>Assist the Project Administrator with copies of checks needed for billing purposes.</li><li>Support Project Managers by providing copies of invoices or tickets needed for vendor collection calls.</li><li>Complete and submit credit applications for vendors.</li><li>Maintain and update the tax direct spreadsheet.</li><li>Provide tax-exempt certificates to vendors upon request.</li><li>Enter and process payments for monthly leases and rent.</li></ul>Office Administration:<ul><li>Open and distribute mail.</li><li>Review and distribute hired packets for accuracy.</li><li>Answer and direct phone calls to appropriate personnel.</li><li>Greet visitors and manage front desk responsibilities.</li><li>Order office supplies for first-floor offices and the maintenance shop.</li><li>Distribute job applications to walk-in applicants.</li><li>Assist the CFO with special projects as needed.</li></ul>

Office Manager We are in search of a Front Desk Associate to become a part of our clients team in the Service industry, situated in Schenectady, New York. This role offers a long term contract employment opportunity, where you will be primarily responsible for managing customer interactions, overseeing accounts receivable, and ensuring data entry accuracy. Responsibilities: • Effectively manage and direct customer interactions via phone calls.• Follow up on customer inquiries and ensure they are resolved promptly.• Supervise the payment collection process and ensure timely receipt.• Accurately apply received payments to the relevant customer accounts.• Direct customers to the appropriate sales personnel as required.• Maintain an accurate record of all customer credit information.• Monitor customer accounts regularly and take necessary actions when needed.• Ensure precise numeric data entry in all customer records.• Uphold the accounts receivable process and ensure its smooth operation.

Accounts Receivable Specialist We are seeking an Accounts Receivable Specialist for a temporary role with the potential to become permanent for the right candidate. This position is responsible for maintaining the Accounts Receivable subsidiary and related general ledger accounts, ensuring the accuracy of company financial data. The ideal candidate will be detail-oriented, proactive, and committed to process improvement, helping to refine AR procedures while upholding the highest standards of integrity and professionalism. Key Responsibilities:<ul><li>Process and record customer payments and transactions related to accounts receivable.</li><li>Manage the invoicing process from estimate to invoice, ensuring accuracy and timely submission to customers (electronically and physically).</li><li>Maintain and update customer records, including changes to contact information, mergers, and other relevant details.</li><li>Conduct collections for accounts receivable exceeding 60 days past due.</li><li>Draft and send correspondence for past-due accounts, contact delinquent customers to request payments, and escalate issues as necessary.</li><li>Generate reports on the status of customer accounts as needed.</li><li>Investigate customer discrepancies and outstanding balances in collaboration with the Collections Manager and relevant staff.</li><li>Assist the Accounting Manager with year-end audit preparation.</li><li>Maintain organized files and records for accounts receivable.</li><li>Communicate relevant updates to team members and management.</li><li>Perform other duties as assigned.</li></ul>

Accounts Payable Supervisor/Manager We are seeking an experienced Accounts Payable Manager to oversee all aspects of accounts payable processing within our organization. The ideal candidate will ensure accurate and timely processing of invoices, reimbursements, refunds, and credits, while maximizing efficiencies through effective methodologies. This role involves managing a team, maintaining compliance with policies and regulations, identifying cost-saving opportunities, and fostering positive relationships with suppliers. The successful candidate will demonstrate strong leadership, communication, and organizational skills, with a commitment to delivering outstanding service in a fast-paced environment. Key Responsibilities:<ul><li>Oversight of Accounts Payable Processing: Manage the receipt, processing, and matching of payments against purchase orders, ensuring accuracy and timeliness.</li><li>Disbursement Process Management: Coordinate cash allocation in alignment with Treasury guidance, including integration with IT and banking partners..</li><li>Compliance and Enforcement: Ensure compliance with policies, procedures, and regulations, including documentation and approvals for invoices and expense reimbursements.</li><li>Cost-saving Opportunities: Identify and leverage opportunities for cost savings or rebates through payment methodologies or timing.</li><li>Supplier Relationship Management: Establish constructive relationships with suppliers to resolve invoicing or payment discrepancies, conduct regular statement reconciliation, and review purchase orders.</li><li>Cross-Departmental Collaboration: Work collaboratively with Purchasing, Data Integrity, Finance, and Treasury departments.</li><li>Supplier File Management: Establish and enforce processes and standards for maintaining accurate supplier files and validating payment remittance.</li><li>Reporting: Develop and maintain departmental reports, proactively identifying trends or issues for further review.</li><li>Performance Monitoring: Monitor key performance indicators, making interventions or recommendations for process improvements as needed.</li><li>Monthly and Year-End Activities: Oversee coordination and completion of monthly and year-end activities, including 1099 filings.</li><li>Unclaimed Funds Management: Identify and pursue unclaimed funds for the organization.</li><li>Policy and Procedure Development: Assist in developing policies, procedures, and departmental goals and objectives.</li><li>Document Retention: Manage file storage and document retention to support financial processes and compliance.</li></ul>

Accounts Receivable Clerk Job Overview:We are currently staffing for a Rental Administrator / AR Clerk on behalf of our client. This dual-role position requires a highly organized, detail-oriented individual who thrives in a process-driven environment. The ideal candidate will split their time between rental administration and accounts receivable functions, ensuring a smooth workflow from contract execution to billing and compliance. Key Responsibilities:<ul><li>Work directly with rental customers to ensure rental agreements are signed and up to date</li><li>Collect and maintain current certificates of insurance for all rental contracts</li><li>Manage recurring billing schedules for rental contracts and ensure timely invoicing</li><li>Partner with the Shop Manager to track and schedule upcoming inspections and maintenance using existing systems and technology</li><li>Maintain and update a fleet database including truck mileage, registration status, GPS, camera, and EZ Pass compliance</li><li>Ensure ongoing compliance with tax and regulatory requirements related to fleet management</li><li>Prepare and send accurate invoices in a timely manner</li><li>Monitor aging reports and follow up on outstanding payments</li><li>Reconcile accounts and assist with collections as needed</li><li>Maintain accurate records of transactions in the system</li></ul>

Office Manager We are presenting an opportunity for an Office Manager to join our team, located in Watervliet, New York. As an Office Manager, your role will entail managing various administrative tasks, such as accounts payable and receivable, job costing, payroll, and enhancing company policies. This role offers a contract to hire employment opportunity and is an integral part of maintaining the smooth operations of our organization. Responsibilities• Manage accounts payable and receivable to ensure accurate and timely payment processes• Conduct job costing to maintain a clear understanding of project budgets and financial status• Generate comprehensive reports to provide insights into financial operations• Administer payroll operations to ensure employees' salaries are processed accurately and on time• Assist in the development and implementation of company policies and procedures to improve operational efficiency• Foster team engagement through the organization of training and team activities• Oversee the management of the company's social media and website to maintain a strong online presence• Utilize Sage Intacct and Timberline software to streamline accounting processes If you'd like to learn more or think this job would be to right fit for you, call Mary Christman or Gabrielle Maisonet at 518-462-1430. We look forward to hearing from you!

Operations & Billing Administrator We are currently seeking a detail-oriented and highly organized Operations & Billing Administrator to support the operations of our client's Service Department. This role is critical in ensuring smooth coordination between field technicians, office staff, customers, and accounting. Responsibilities:<ul><li>Process purchase orders and billing for the Service Department</li><li>Coordinate with the Service Director on all ongoing service jobs</li><li>Follow up directly with customers regarding outstanding payments</li><li>Collaborate with accounting staff to reconcile vendor invoices</li><li>Serve as a liaison between service technicians and office personnel</li><li>Review weekly service payroll prior to HR processing</li><li>Draft preventative maintenance service agreements and small job proposals</li><li>Track preventative maintenance schedules and coordinate with technicians for timely service</li><li>Maintain accurate and up-to-date service records on a daily, weekly, and monthly basis</li></ul>

Call Center Specialist We are offering a long term contract employment opportunity for a Call Center Specialist in ALBANY, New York, 12205-4723, United States. As a Call Center Specialist, you will be responsible for managing call files, promoting customer service, providing important information to retailers, and handling both inbound and outbound calls. Responsibilities: • Efficiently manage and process daily call files • Promote new products and provide premium customer service through outbound calls to Lottery retailers • Handle inbound calls and respond effectively to retailer inquiries • Demonstrate proficiency with basic computer skills and Enterprise Series (ES) • Accurately and efficiently prepare and complete all necessary paperwork • Develop and maintain a comprehensive understanding of the current product mix of available games • Inform retailers about upcoming lottery promotions, jackpots, and new games entering the market • Collaborate with retailers and UPS to address incorrect orders and/or shipments • Regularly contact retailers who have not confirmed their orders • Exhibit problem-solving skills and the ability to multi-task • Express a desire to be cross-trained in multiple areas of the business.

Credit Clerk We are offering a long-term contract employment opportunity for a Credit Clerk based in Latham, New York. In this role, you will be instrumental in the financial sector, where you will oversee the processing of financial statements and ensure adherence to credit policies. With a primary focus on commercial lending, your duties will involve a blend of clerical tasks and credit analysis. Responsibilities include: • Overseeing the collection and organization of financial documents from both new and existing members. • Regularly convening with loan officers to discuss the status of commercial relationships. • Ensuring the quality and accuracy of financial documents. • Upholding credit policy compliance and managing risk. • Conducting brief annual reviews of commercial loans when necessary. • Undertaking other duties as assigned within the scope of the role. • Utilizing accounting software systems for efficient and effective work. • Managing accounts receivable processes. • Handling inbound calls and addressing customer inquiries. • Overseeing check processing and other billing functions.

General Office Clerk We are providing an engaging opportunity for a part time General Office Clerk in Albany, New York, United States. As a General Office Clerk, you will be primarily involved in administrative duties, customer service, and data management. Your role will encompass a variety of tasks including handling customer calls, managing mail, and ensuring the smooth processing of applications. This role offers a long-term contract employment opportunity. Responsibilities:• Handle incoming calls and provide exceptional customer service• Process and efficiently manage customer applications• Follow up with customers for additional information as needed• Organize data using Microsoft Excel and Word• Sort and open incoming mail, ensuring all necessary documents are received• Maintain and update customer records accurately• Use mail merge for various administrative tasks• Provide clerical support to the customer service department• Ensure proper shipping functions are followed• Utilize Microsoft Outlook for various tasks, maintaining organized files and records.