Job Description
Job Description
We’re looking for a detail-oriented and proactive Customer Project and AR Coordinator to join our team. In this role, you’ll serve as a critical link between our sales, finance, shipping, and customer project operations. You’ll lead our accounts receivable (AR) and collections processes while ensuring accurate and timely project billing. If you thrive on accuracy, collaboration, and problem-solving, this could be the role for you.
Customer Project and AR Coordinator Benefits
- Base salary up to 85K depending on experience
- Benefits Package including Health, Dental, Vision, and more
- Collaborative and supportive work environment
- 401 (k) and Profit Share, PTO / Vacation
Customer Project and AR Coordinator Qualifications
Extensive experience with EPICOR (required)Solid background in AR / AP with hands-on collections and billing experienceAt least 1 year of experience in project coordination or billingStrong attention to detail and ability to resolve financial discrepanciesExcellent communication and interpersonal skills to manage both internal teams and customer interactions.Ability to balance multiple priorities, from high-level project billing to day-to-day administrative tasks.Customer Project and AR Coordinator Responsibilities
Manage customer deposit billing, collections, and accurate project invoicing, including freight, crating, and expedited feesOversee AR processes, including customer calls, discrepancy resolution, and aligning project sheet balances with EPICOR recordsCollaborate with sales, shipping, and finance teams to ensure invoice accuracy and proper billing for customers vs. buying groupsAttend production meetings to provide AR updates and project deposit invoice statusMaintain and update CRM systems to track customer interactions and project progressImplement and manage Trainual software for training and policy development in coordination with the Director of AdministrationSupport administrative functions such as filing, scanning, greeting visitors, and monitoring visitor entry systemsPartner with the marketing team to ensure proper billing for customer-attended classes