Rep Customer Advocate A/R - Collections - Southern Glazer's Wine & Spirits
Tampa, FL 33634
About the Job
The training period is in office full time (60 days). After this period, this is a hybrid role which consists of working remotely (3 days) and in our office (2 days) each week.
- Assist specific customers in the division with key back-office processes (e.g., accounts receivable, order processing, customer service, etc.); work in conjunction with National Call Center (NCC) back-office resources who will be performing similar functions
- Resolve internal and external customer issues by returning/acknowledging phone calls and emails in a timely manner and providing responses and resolution in a reasonable amount of time
- Work with NCC Credit Corrections to secure product credits
- Answer questions for accounts involved in the accounts receivable process
- Research accounts and communicate to customers the reason for open invoices, short pays, and open credits and document accounts accordingly
- Enter and process payments in AS400 brought into the site from customers and address any payment related issues directly with the Salesforce and customers
- Follow up on general customer collections as requested by National Call Center Accounts Receivable (A/R), utilizing the established delinquency, aging and collection letter and follow up guidelines
- Work with customers, Salesforce, and NCC Accounts Receivable to complete necessary paperwork and forward to the A/R Supervisor
- Research and provide documentation for internal and external audits
- Assist with research of any missing invoices
- Assist with completion of the applicable IRS form to report cash payments over $10,000
- Maintain effective and consistent communication with Sales Force and employees at NCC
- Answer general Sales Force questions and resolve issues related to A/R
- Provide invoice copies, monthly statements, and other document/information requests
- Monitor and balance petty cash
- Process credits on product returned to the warehouse by drivers or through pickup slips
- Separate saleable and non-saleable credits for submission to Accounting for processing
- Process discount debits/credits when approved by pricing and verify all debits/credits processed the prior day
- Process incoming orders from customers
- Assist sales force with issues relating to order submission (e.g. Topaz issues)
- Answer general order inquiries, providing first level support, and minimizing call transfers
- Process pickups and returns per the established pickup and return policy
- Stay abreast of state-specific alcoholic beverage laws and state listings laws
- Cross-train with Cashier and Customer Service team members to serve as a backup when needed
- Perform other job-related duties as assigned
Minimum Qualifications
- High school diploma or equivalency plus two years of experience
- Proficiency using Microsoft Excel spreadsheets in creating pivot tables, develop charts, and complex formulas
- Experience working in accounts receivable or general office environment
- Ten-Key by touch proficiency
Physical Demands
- Physical demands include a considerable amount of time sitting and typing/keyboarding, using a computer (e.g., keyboard, mouse, and monitor) or adding machine
- Physical demands with activity or condition may occasionally include walking, bending, reaching, standing, and stooping
- May require occasional lifting/lowering, pushing, carrying, or pulling up to 20lbs
EEO Statement
About Southern Glazer's Wine & Spirits:
Southern Glazer's Wine & Spirits is the largest distributor of beverage alcohol in North America, and proud to be a multi-generational, family-owned company. Southern Glazer’s has a proud history of consistently delivering impeccable service in 44 states, plus the District of Columbia, and Canada. It’s all made possible by our employees. Our careers focus on delivering a captivating and rewarding experience. Challenging our colleagues every step of the way, we provide the tools for them to grow, succeed and accomplish both their personal and professional goals. Together, we can deliver the highest quality service for our suppliers and our customers while we put you on the career path you’ve been looking for.Southern Glazer’s is nationally recognized by its supplier partners as well as by its customers for its state-of-the-art distribution capabilities and its leading-edge information technology. We also believe in the importance of giving back, being a socially responsible corporate citizen and making contributions to national, state and local charitable organizations.