Accounts Receivable Specialist

Our Story:
Crisis Prevention Institute Inc. (CPI) is the worldwide leader in evidence-based de-escalation and crisis prevention training and dementia care services. Our programs teach professionals the skills to recognize, prevent, and respond to crises in the workplace. Since 1980, we've helped train more than 17 million people within service-oriented industries including education, health care, behavioral health, long-term care, human services, security,corporate, and retail.

At CPI, we are dedicated to changing behaviors and reducing conflict for theCare, Welfare, Safety, and Securityof everyone. We believe the power of empathy, meaningful connections, personal safety, and security are the antidotes to fear and anxiety. It's a philosophy that is central to everything we do, and traces back to our beginning.

As a member of the team, you can expect to:

• Make a difference through your work - You'll be proud to tell your family and friends about what you do.
• Gain significant career experience only obtained within a fast-growing organization - Entry-level roles through executive leadership.
• Feel fulfilled and have fun - We work hard but make the time to build meaningful relationships and celebrate the wins.

• Contact customerswithin a managed portfolioregardingpast-due invoices through phone calls, emails, and written correspondence.
• Monitoraccountsreceivable aging reports and prioritize collection activities based on risk and delinquency status.
• Research and resolve invoice discrepancies, payment disputes, and billing issues in collaboration with internal departments.
• Identifyand manage payment arrangements and follow up on commitments to ensuretimelyresolution of outstanding balances.
• Maintainaccuratedocumentation of collection activities, customer communications, and account status updates usingfinancial ERP tools.
• Review and managecommunication ofcustomercollection letters weekly.
• Utilize an internal ticketing system to manage and resolve internal inquiriesregardingoutstanding customer account balances.
• Assistwith cash application activities and reconciliations of customer accounts as needed.
• Activelymonitorcollection activities, aging trends, delinquencies, and other relevant metrics.
• Support period close activities by ensuring customer accounts areaccurate, up to date, and or risks appropriatelyidentified.
• Build andmaintainpositive relationships with customers whilebalancingcollectionobjectives.
• Respond professionally andtimely tocustomer inquiriesregardinginvoices, payments, and account balances.
• Escalate unresolvedor high-risk accounts to management asappropriate.
• Establish andmaintaincollaborative relationships with key internal stakeholders within other departments.
• Identifyopportunities to improve collection processes, reduce outstanding balances, and enhance operational efficiency.
• Assistinmaintainingaccuratecustomer account information.
• Perform other position-related duties as necessary

• 2+ years of collections, accounts receivable, or related accounting experience preferred
• ProficiencyworkingwithERP systems andMicrosoftOffice applications, particularly Excel
• Strong communicationand negotiation skills.
• Excellent customer service and relationship-building abilities.
• Ability to handle difficultconversations professionally and effectively.
• Strong organizational skills and attention to detail.
• Ability tomanage multiple priorities and follow through on outstanding issues.
• Self-motivated with strong follow-up skills.
• Strong problem-solving and analytical skills.
• Ability to work independently and as part of a team.
• Basic understanding of accounting principles andaccountsreceivable processes.
• Professional demeanor withapositiveand high-energyattitude

• Experience working with Microsoft DynamicsD365 Finance and Operations ("F&O") and Customer Experience ("CE")

• Competitive Salary
• Comprehensive benefits package
• 401K
• PTO
• Health & Wellness Days
• Paid Volunteer Time Off
• Continuing education and training
• Hybrid Work Schedule
• Paid Parental Leave