Accounts Receivable Specialist

Milwaukee, WI
Full Time
Accounting
Entry Level

Our Story:
Crisis Prevention Institute Inc. (CPI) is the worldwide leader in evidence-based de-escalation and crisis prevention training and dementia care services. Our programs teach professionals the skills to recognize, prevent, and respond to crises in the workplace. Since 1980, we’ve helped train more than 17 million people within service-oriented industries including education, health care, behavioral health, long-term care, human services, security, corporate, and retail.

At CPI, we are dedicated to changing behaviors and reducing conflict for the Care, Welfare, Safety, and Security of everyone. We believe the power of empathy, meaningful connections, personal safety, and security are the antidotes to fear and anxiety. It’s a philosophy that is central to everything we do, and traces back to our beginning.

As a member of the team, you can expect to:

  • Make a difference through your work – You’ll be proud to tell your family and friends about what you do.
  • Gain significant career experience only obtained within a fast-growing organization – Entry-level roles through executive leadership.
  • Feel fulfilled and have fun – We work hard but make the time to build meaningful relationships and celebrate the wins.
The Role:
The Accounts Receivable Specialist is responsible for managing and collecting outstanding accounts receivable balances to support cash flow objectives. This role works directly with customers and internal departments to resolve payment issues, reduce delinquent accounts, and maintain positive customer relationships.

What You Get To Do Everyday:
  • Contact customers within a managed portfolio regarding past-due invoices through phone calls, emails, and written correspondence. 
  • Monitor accounts receivable aging reports and prioritize collection activities based on risk and delinquency status. 
  • Research and resolve invoice discrepancies, payment disputes, and billing issues in collaboration with internal departments. 
  • Identify and manage payment arrangements and follow up on commitments to ensure timely resolution of outstanding balances. 
  • Maintain accurate documentation of collection activities, customer communications, and account status updates using financial ERP tools. 
  • Review and manage communication of customer collection letters weekly. 
  • Utilize an internal ticketing system to manage and resolve internal inquiries regarding outstanding customer account balances. 
  • Assist with cash application activities and reconciliations of customer accounts as needed. 
  • Actively monitor collection activities, aging trends, delinquencies, and other relevant metrics. 
  • Support period close activities by ensuring customer accounts are accurate, up to date, and or risks appropriately identified. 
  • Build and maintain positive relationships with customers while balancing collection objectives. 
  • Respond professionally and timely to customer inquiries regarding invoices, payments, and account balances. 
  • Escalate unresolved or high-risk accounts to management as appropriate. 
  • Establish and maintain collaborative relationships with key internal stakeholders within other departments. 
  • Identify opportunities to improve collection processes, reduce outstanding balances, and enhance operational efficiency. 
  • Assist in maintaining accurate customer account information. 
  • Perform other position-related duties as necessary 
You Need to Have:
  • 2+ years of collections, accounts receivable, or related accounting experience preferred
  • Proficiency working with ERP systems and Microsoft Office applications, particularly Excel
  • Strong communication and negotiation skills. 
  • Excellent customer service and relationship-building abilities. 
  • Ability to handle difficult conversations professionally and effectively. 
  • Strong organizational skills and attention to detail. 
  • Ability to manage multiple priorities and follow through on outstanding issues. 
  • Self-motivated with strong follow-up skills. 
  • Strong problem-solving and analytical skills.
  • Ability to work independently and as part of a team. 
  • Basic understanding of accounting principles and accounts receivable processes.
  • Professional demeanor with a positive and high-energy attitude 
We'd Love to See:
  • Experience working with Microsoft Dynamics D365 Finance and Operations (“F&O”) and Customer Experience (“CE”)
What We Offer:
  • Competitive Salary
  • Comprehensive benefits package
  • 401K
  • PTO
  • Health & Wellness Days
  • Paid Volunteer Time Off
  • Continuing education and training
  • Hybrid Work Schedule
  • Paid Parental Leave
Crisis Prevention Institute is an Equal Opportunity Employer that does not discriminate against any applicant or employee on the basis of age, race, color, ethnicity, national origin, citizenship, religion, diversity of thoughts and beliefs, creed, sex, sexual orientation, gender, gender identity, or expression (including against any individual that is transitioning, has transitioned, or is perceived to be transitioning), marital status or civil partnership/union status, physical or mental disability, medical condition, pregnancy, childbirth, genetic information, military and veteran status, or any other basis prohibited by applicable federal, state, or local law. The Company will consider for employment qualified applicants with criminal histories in a manner consistent with local and federal requirements. Our management team is dedicated to this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities, and general treatment during employment.
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