AR Representative II

🔥 3 minutes ago

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Logo of HALO Branded Solutions

HALO Branded Solutions

1001 - 5000 employees

🤝 B2B

🛒 Retail

🏢 Enterprise

💰 Private Equity Round on 2016-01

B2B • Retail • Enterprise

HALO Branded Solutions is a company specializing in branded merchandise and promotional products to enhance brand engagement and recognition. They offer a variety of services including custom kitting, company stores, holiday gifting, and creating employee welcome kits. In addition, HALO provides solutions for employee recognition and incentives through tailored programs that align with company cultures. The company also focuses on creating brand ambassadors through company uniforms and branded apparel. HALO serves a wide range of industries by providing creative services, technology solutions, and logistics support to capture and maintain the attention of clients and employees. Their commitment to sustainability and impactful experiences is central to their operations.

📋 Description

• Manage assigned corporate accounts and ensure timely collections on outstanding balances • Monitor aging reports and follow up on past-due invoices via email and phone • Maintain strong relationships directly with B2B clients to ensure smooth payment processes • Determine write-offs (month end and small amount) • Apply customer payments, adjustments, and credit memos accurately • Investigate and resolve billing discrepancies, payment issues, and disputes • Coordinate with internal teams (Sales, Account Executive, Customer Service, and Finance) to resolve AR-related concerns • Make recommendations to Supervisor for collection of past due accounts • Provide clients with invoice copies, statements, and payment confirmations upon request • Maintain accurate customer records, collection notes, and account history in the system • Prepare weekly and monthly AR reports for Account Executive review • Research returned mail and bank correspondence (i.e., short- & over-payments) • Independently manage AR and escalations • Payment Research and Credit validation support when need

🎯 Requirements

• 2+ years of Accounts Receivable, Billing, or Finance (corporate/B2B experience is a must) • High school diploma or equivalent required • Highly proficiency in Microsoft Excel and Outlook; knowledge of Gaviti is a plus! • Ability to prioritize tasks, work independently, and meet deadlines • Deadline-oriented, organized, good time management, and detail oriented • Effective oral/written communication skills • Problem solving skills are important daily tasks • Flexible, team player and able to partner with all levels of management • Must be able to work CST or EST hours

🏖️ Benefits

• nationwide coverage for Medical, Dental, Vision, Life, and Disability insurance • additional Voluntary Benefits • 401(k) Retirement Savings Plan • Health Savings Accounts (HSA) • Flexible Spending Accounts (FSA)

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