Accounts Receivable Clerk (O2C)
Core
Process and review sales orders for accuracy, completeness, and alignment with customer account status before billing and invoicing.
Role type
Accounts Receivable Clerk (Order-to-Cash)
Builds
Accurate sales orders ready for billing and invoicing
Domain
Finance / Order-to-Cash
Required skills
Accounts Receivable, Billing, Order Management, Customer Account Reconciliation, Collections Support, Finance Operations, Invoice Processing, Payment Terms Management, Credit Holds Management, Month-End Close Support
Preferred skills
NetSuite, Salesforce, Order-to-Cash Workflow, Cash Application, Credit Memo Processing
Technologies
Microsoft Excel, Google Sheets, ERP platforms, CRM tools, Order Management tools
Responsibilities
Process and review sales orders for accuracy, completeness, pricing, discounts, taxes, and payment terms; Confirm customer account status, outstanding balances, and collection notes; Validate purchase orders, contracts, and supporting documents; Identify discrepancies, missing information, and billing issues before invoice generation; Coordinate with cross-functional teams to resolve order issues; Assist with account reconciliations, invoice corrections, and payment applications; Maintain accurate records of processed orders and issue resolutions; Support month-end close activities; Recommend process improvements to reduce billing errors.
Seniority
Individual Contributor