Accounts Receivable Coordinator
Overview
Relevate Health is a company made up of exceptional professionals with the business purpose of creating life-changing healthcare engagement through our vision that every HCP communication is relevant. We are proud to be healthcare marketing experts who push ourselves every day to further our purpose and exceed our goals. Our business successes have led to continued growth, and our extraordinary culture is the cornerstone of an engaged and productive workforce.
Job Summary
Relevate Health is seeking a detail-oriented and organized Accounts Receivable Coordinator to join our Finance team. This entry-level role is responsible for supporting the day-to-day accounts receivable process, including invoice administration, customer communications, payment tracking, and maintaining accurate financial records. The AR Coordinator will work closely with the Finance/Accounting Team and business partners across the organization to ensure timely billing and collections while delivering excellent internal and external customer service.
This position reports to the Accounts Receivable Team.
Essential Duties & Responsibilities
- Support the daily accounts receivable and billing processes.
- Prepare, review, and distribute customer invoices.
- Monitor the accounts receivable mailbox and respond to customer and internal inquiries.
- Assist with cash application by matching customer payments to open invoices.
- Help maintain customer account records and update account information as needed.
- Assist with purchase order tracking and invoice documentation.
- Follow up on outstanding invoices and support collection efforts.
- Research and resolve basic billing discrepancies.
- Maintain organized electronic files and supporting documentation.
- Assist with month-end accounts receivable activities.
- Generate routine AR reports for the Finance team.
- Partner with internal departments to ensure accurate billing information.
- Perform other administrative and accounting support duties as assigned.
Qualifications
- Excellent attention to detail and organizational skills.
- Strong written and verbal communication skills.
- Customer service mindset with a professional demeanor.
- Ability to prioritize multiple tasks and meet deadlines.
- Strong problem-solving skills and willingness to learn.
- Ability to handle confidential information appropriately.
- Proficiency in Microsoft Excel, Outlook, and Microsoft Office.
- Experience working with accounting or ERP systems is a plus.
Education & Experience
- Associate's degree in Accounting, Finance, Business, or related field preferred, or equivalent combination of education and experience.
- 0 to 2 years of accounting, finance, accounts receivable, customer service, or administrative experience.
- Internship or office experience is a plus but not required.
Success in This Role
Within the first six months, the Accounts Receivable Coordinator will:
- Accurately process invoices and customer payments.
- Respond to billing inquiries in a timely and professional manner.
- Maintain organized and accurate customer account documentation.
- Support month-end close activities with minimal supervision.
- Build positive working relationships across Finance and Operations.
Work Authorization Requirement
Relevate Health does not provide employment visa sponsorship or other employer-sponsored work authorization for this position now or in the future. Applicants must be legally authorized to work in the United States for the duration of employment without requiring employer sponsorship or employer-supported immigration documentation.
Working Conditions
- Hybrid work arrangement for employees within 40 miles of a Relevate Health office.
- Remote work available for employees outside the 40-mile radius.
- Occasional travel may be required based on business needs.
- Hours may vary based on client and business requirements.
Equal Employment Opportunity
Relevate Health is an Equal Opportunity Employer. We are committed to fostering an inclusive and diverse workplace where all individuals are treated with respect and dignity. We provide equal employment opportunities to all qualified applicants without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other status protected by applicable law.
Other Duties
This job description is not intended to be a comprehensive list of all duties, responsibilities, or activities required for the position. Duties may change at any time based on business needs.
Physical Demands
The physical demands described are representative of those required to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
