Job Title: Customer License and Accounting Clerk
Reports to: CEO
Company: MILC Group
Location: San Luis Obispo, CA
Employment Category: Full Time
FLSA Status: Hourly (non exempt)
Pay Range: based on experience
SUMMARY
Focused on maintaining customer information, product licensing and accounting records. This position will be responsible for assisting with clerical accounting including accounts receivable and record system compliance. Preparing and providing a collection of licensing and accounting reports. Carry out daily customer and employee requests, tracking customer credits and product licensing. Accept customer payments and assist the accounting team with the daily credit processing procedures.
ESSENTIAL FUNCTIONS:
Essential and other important responsibilities and duties may include, but are not limited to, the following:
Assist the accounting department with customer payments and invoicing.
Assist the accounting and purchasing department with vendor purchase orders, billing, payments, and invoicing.
Contact customers for information on licensing and installation information.
Communicate with customers on outstanding invoices to close monthly AR.
Reconcile customer payments to their open account balance.
Ability to operate our companies Zoho ERP system.
Assist customers and employees by providing information and answering questions over the telephone, e-mail and
in person related to customer accounts.
Validate and maintain compliance of customer information and product licensing.
Responsible for the running of all Accounts Receivable daily, weekly, and monthly reports
Process checks request refunds.
Add/Change/Verify Vendor bank information for AP.
Perform related duties as assigned.
Assist with intercompany account duties
Operate a PC based computer with the Microsoft 365 suite of products that include Outlook, SharePoint, Microsoft
Word, Microsoft Excel, and Microsoft PowerPoint
ADDITIONAL RESPONSIBILITIES
Back up receptionist on phones.
Perform various routine clerical duties such as sorting, typing, and filing.
Credit Analyst
o Process Credit Applications
o Reply to Trade References
o Review Reports
KNOWLEDGE, ABILITY & SKILLS
Knowledge of:
Modern office practices and procedures.
Principles and practices of customer service.
Knowledge of spreadsheet applications
Principals of Accounts Receivable
Ability to:
Multi-task in a fast-paced environment
Meet deadlines
Establish and maintain effective working relationships with those contacted in the course of work.
Understand and carry out oral and written instructions
REQUIREMENTS:
Bachelor’s degree in accounting or four years related experience or equivalent combination of education and experience.
PHYSICAL & MENTAL REQUIREMENTS:
Prolonged periods of sitting at a desk and working on a computer
Must be able to lift 15 pounds at a time.
WORKING CONDITIONS:
Indoor office environment
