SUMMARY: The Assistant Credit Manager supports credit operations to increase sales volume, contribute to company profit, ensure customer stability, and provide for the prompt turnover and adequate protection of Evolution’s investment in Accounts Receivable.
PRIMARY DUTIES AND RESPONSIBILITIES: To perform this job successfully, an individual must be able to perform each primary duty satisfactorily. Reasonable accommodation may be made to enable individuals with disabilities to perform the primary duties.
- Serve as the primary contact and SME for the Customer Wel Portal, a separate credit billing system.
- Enter invoices into the customer’s Accounts Payable system and reconcile discrepancies using customer’s portal accounts, working with both CSR’s and customers daily.
- Monitor the departmental email account with a constant volume of emails (50-60 daily) and promptly respond to various customer requests with exemplary customer service.
- Manage $3 million AR portfolio of accounts, contacting customers regarding delinquent balances and facilitate payment using a “Soft Collections” approach. Position deals with some of our largest customers (Schlumberger, Baker Hughes, Motion, Caterpillar).
- Research and resolve debit memos and unapplied cash payments daily.
- Receive, prepare, and respond to incoming customer credit inquiries, coordinating information to respective Credit Managers.
- Print and prepare daily mailing invoicing and monthly statements.
- Transition customers to electronic invoice and statement delivery.
- Update the customer accounts as needed to ensure the change in invoice and statement delivery method.
- Maintain Sales Tax Exemption Certificate provided by customers according to company police.
- Other duties assigned as required.
