Accounting / Customer Service Representative

Accounting / Customer Service Representative

03 Jan 2025
California, San francisco bay area 00000 San francisco bay area USA

Accounting / Customer Service Representative

We are looking for a confident individual who thrives in a dynamic environment and can juggle multiple requests simultaneously. Above all, this person must be highly proficient with computers and possess excellent communication skills. Experience with accounts payable, accounts receivable and reconciliations are required. Knowledge of interior design project procurement is highly desirable.

Duties:

Process and reconcile customer orders with multiple vendors, following orders though shipping and receipt

Proactively manage order or shipping issues, collaborating with sales staff and management as necessary to find a resolution

Monitor customer accounts and follow up on outstanding invoices to ensure timely collections.

Review and reconcile status reports from manufacturers

Prepare and review with management accounting and sales reports

Collaborate cross-functionally with sales, customer service, and management teams to resolve billing discrepancies and improve processes.

Assist with maintenance of client and product databases

Any other projects assigned by the Management

Skills Required:

Exceptional attention to detail

Ability to work both independently and effectively as part of a team, while managing multiple tasks and responsibilities at once

Capability to handle various situations, needs, and inquiries concurrently

Strong communication skills to interact with co-workers and various business contacts in a courteous and professional manner

Aptitude for investigating, researching, and resolving problems or concerns

Ability to maintain confidentiality

Organizational skills to prioritize and manage multiple tasks efficiently

Excellent oral and written communication skills, along with strong interpersonal skills

Strong numerical accuracy and data entry skills

Understanding of basic accounting principles

Ability to work independently and meet deadlines

Minimum of 5 years of experience in bookkeeping and accounting

Experience with general office software including email, word processing, spreadsheets or accounting software and ability to learn new systems quickly. Knowledge of CMS, or CRM systems is highly desired as well as experience working in a team environment with shared document libraries and calendars.

Hours: Monday-Friday, 9:00 AM – 5:30PM

Benefits: Medical, Dental and Life Insurance, 401(K), Paid Vacation & Sick Leave

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