Accounts Receivable Specialist

Wi-Waukesha-mid

Finance & AccountingAccounts Receivable Specialist

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Quick Summary

Key Responsibilities

Manage your own portfolio of customer accounts and take ownership of getting balances resolved. Connect with customers by phone and email to follow up on outstanding payments.

Technical Tools

Finance & AccountingAccounts Receivable Specialist

Benefits:

401(k)
401(k) matching
Competitive salary
Dental insurance
Employee discounts
Health insurance
Opportunity for advancement
Paid time off
Training & development
Vision insurance
Wellness resources

Turn Conversations Into Solutions and Receivables Into Results

If you think Accounts Receivable is just sending invoices and chasing payments, think again.

At Paul Davis, our Accounts Receivable Specialist plays an important role in keeping our business moving. You’ll work directly with customers, Project Managers, insurance companies, mortgage companies, and other partners to solve problems, clear roadblocks, and bring projects across the financial finish line.

We’re looking for someone who can be persistent without losing empathy, confident enough to have difficult conversations, and personable enough to build relationships along the way. You know how to ask for payment—but you also know that sometimes the best way to get results is to listen, understand the problem, and find a solution.

If you enjoy checking things off your list, solving a good mystery, talking with people, and seeing the direct impact of your work, you may love this role.

What You'll Own

Your days will have plenty of variety. You'll:

Manage your own portfolio of customer accounts and take ownership of getting balances resolved.
Connect with customers by phone and email to follow up on outstanding payments.
Build rapport with customers while confidently navigating sometimes challenging collection conversations.
Investigate billing questions and inconsistencies and work with the right people to get them resolved.
Partner with our Project Managers, Sales team, and Estimators to tackle outstanding receivables together.
Follow up with insurance carriers, mortgage companies, and other third parties to keep payments moving.
Develop repayment plans when appropriate and follow through until accounts are resolved.
Process invoices, payments, and refunds and maintain accurate account records.
Reconcile invoicing and payments as projects are financially closed.
Record transactions and allocate payments within our General Ledger.
Maintain clear account notes and documentation so everyone knows exactly where things stand.
Assist with Intent to Lien and Small Claims processes when necessary.
Help improve AR procedures, documentation, and processes as our company continues to grow.

What Makes Someone Great in This Role?

You don't need to be the stereotypical "collections person."

In fact, we're looking for someone who combines people skills with persistence.

You'll likely thrive here if you're someone who:

Builds relationships easily and genuinely enjoys working with people.
Has the confidence to pick up the phone and have a direct conversation.
Can show empathy while still holding customers accountable.
Doesn't give up when the first call or email doesn't get a response.
Enjoys figuring out why something hasn't been paid and what needs to happen next.
Is organized enough to manage multiple accounts, deadlines, and follow-ups.
Notices the little details that can make a big difference.
Communicates professionally and works well across departments.
Takes ownership instead of waiting for someone else to solve the problem.
Likes being part of a team that works hard, helps each other, and celebrates wins.

What You'll Bring

2+ years of Accounts Receivable
Strong customer service and communication skills
Comfort using technology, including Excel and General Ledger systems; QuickBooks experience is preferred
Strong organization, accuracy, and follow-through
The ability to manage priorities and deadlines in a fast-moving environment
A patient, persistent, and solutions-focused approach
A friendly, outgoing, collaborative personality

Why This Role Matters

Every project we complete represents a customer who needed help getting their property—and often their life—back to normal after an unexpected event.

Your role helps complete that cycle.

By getting invoices right, resolving questions, building customer relationships, and collecting outstanding balances, you'll directly impact the financial health of the organization and our ability to continue serving customers when they need us most.

And there's room to grow: this is a highly visible position with potential career growth into an Accounts Receivable Manager role.

Ready to Make an Impact?

If you're looking for an AR position where your personality, communication skills, and ability to connect with people matter just as much as the numbers, we'd love to meet you.

Apply today and bring your persistence, positivity, and problem-solving skills to Paul Davis!

Paul Davis Restoration does not discriminate on any unlawful basis. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other status protected by law.