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We’re looking for a detail-oriented and proactive Customer Project and AR Coordinator to join our team. In this role, you’ll serve as a critical link between our sales, finance, shipping, and customer project operations. You’ll lead our accounts receivable (AR) and collections processes while ensuring accurate and timely project billing. If you thrive on accuracy, collaboration, and problem-solving, this could be the role for you.
Customer Project and AR Coordinator Benefits
- Base salary up to 85K depending on experience
- Benefits Package including Health, Dental, Vision, and more
- Collaborative and supportive work environment
- 401 (k) and Profit Share, PTO/Vacation
Customer Project and AR Coordinator Qualifications
- Extensive experience with EPICOR (required)
- Solid background in AR/AP with hands-on collections and billing experience
- At least 1 year of experience in project coordination or billing
- Strong attention to detail and ability to resolve financial discrepancies
- Excellent communication and interpersonal skills to manage both internal teams and customer interactions.
- Ability to balance multiple priorities, from high-level project billing to day-to-day administrative tasks.
Customer Project and AR Coordinator Responsibilities
- Manage customer deposit billing, collections, and accurate project invoicing, including freight, crating, and expedited fees
- Oversee AR processes, including customer calls, discrepancy resolution, and aligning project sheet balances with EPICOR records
- Collaborate with sales, shipping, and finance teams to ensure invoice accuracy and proper billing for customers vs. buying groups
- Attend production meetings to provide AR updates and project deposit invoice status
- Maintain and update CRM systems to track customer interactions and project progress
- Implement and manage Trainual software for training and policy development in coordination with the Director of Administration
- Support administrative functions such as filing, scanning, greeting visitors, and monitoring visitor entry systems
- Partner with the marketing team to ensure proper billing for customer-attended classes
At Goodwin Recruiting, we are committed to our core values and providing world class customer service. We are committed to helping our clients navigate and comply with the complex and ever-changing labor laws as well as help ensure that in every hiring decision, internally and with our client partners, that all viable candidates are considered, and the most qualified candidate is offered the role. We evaluate the knowledge, skills, and abilities that meet the requirements of the position and aim to open doors and change lives. We value all people, understanding that uniqueness and diversity foster a stronger team that is innovative and brings varying perspectives to the table. We put our money where our mouth is and are proud of our efforts to identify a broad slate of candidates, with many hiring success stories to share.
JOB ID: 165443
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Marcia Recks