Onsite Customer Service, AR/AP Support Specialist

Posted 5 hours ago

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About the role

  • Sales/Order Administrator managing order entry and customer service for medical device accounts. Collaborating internally to ensure smooth order management and sales operations.

Responsibilities

  • Act as the primary order entry/customer service point of contact for Phototherapy customers, providing professional communication, service excellence, and support throughout the sales cycle.
  • Manage the full order process from entry to confirmation, including sales and shop order creation, order changes, RMA requests, and customer follow-up, ensuring accuracy and compliance with company procedures.
  • Review and coordinate incoming quote requests, working closely with the sales team to ensure timely and accurate responses.
  • Maintain and update customer accounts, sales data, and documentation within CRM and ERP systems.
  • Partner with operations, quality/regulatory and engineering teams to track order status, delivery schedules, and other customer requirements.
  • Prepare and distribute various order and sales reports, production schedules, performance metrics, and analytical tools to support business operations.
  • Proactively engage with customers regarding large or high-value invoices, ensuring timely payment and prompt follow-up on overdue payments.
  • Contribute to cash flow forecasting by providing regular updates on the timing and status of expected customer payments.
  • Coordinate with finance on payment applications, handling of credit notes, refunds, or adjustments as required.
  • Verify and monitor customer credit limits.
  • Process and apply customer payments through cash application, ensuring timely and accurate posting.
  • Conduct collections on past-due invoices, communicating with customers to resolve discrepancies and reduce outstanding balances.
  • Perform invoice data entry for Accounts Payable (AP), verifying accuracy and proper coding before processing.
  • Execute 3-way matching of AP invoices, purchase orders, and receiving documents to ensure accuracy and compliance prior to payment.
  • Reconcile Concur and American Express expense reports, ensuring accurate processing, receipt verification, and adherence to company expense policies.
  • Ensure compliance with company policies, contractual obligations, and industry regulations in all sales-related documentation.
  • Contribute to continuous process improvement initiatives to enhance sales operations efficiency and customer satisfaction.

Requirements

  • Bachelor’s degree in business administration, Sales, Marketing, or a related discipline preferred; equivalent professional experience will be considered.
  • Minimum of 2–3 years of experience in a sales administration or related role, preferably within manufacturing, engineering, or the medical device industry.
  • Proficient in Microsoft Office Suite with the ability to quickly learn and navigate Lumitex ERP (Macola), customer portals (GEHC SSO), and HubSpot (CRM).
  • Exceptional organizational skills, accuracy, and attention to detail.
  • Strong written and verbal communication skills with the ability to interact professionally with both internal and external stakeholders.
  • Proven ability to manage multiple priorities and deadlines in a fast-paced environment.
  • A customer-focused and solutions-oriented approach.

Benefits

  • Opportunity to work on innovative medical technologies that improve patient outcomes.
  • Collaborative and growth-oriented work environment.
  • Competitive salary, benefits, and professional development opportunities.

Job title

Customer Service, AR/AP Support Specialist

Job type

Experience level

JuniorMid level

Salary

Not specified

Degree requirement

Bachelor's Degree

Tech skills

Location requirements

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