Dallas, Texas
Accounting / Contract Support Job Opening in Dallas, Texas - JOB SUMMARY:
Accounting team member will primarily focus on developing and maintaining complete and accurate records of customer contracts within the Mainspring Software system. Prior knowledge of mainspring is not required. Team member will also be cross trained to support accounts receivable and accounts payable, and take on special projects as needed.
PRIMARY RESPONSIBILITIES:
Responsible for collecting all approved and most current customer contracts from Sales/Branches, scanning the documents, and uploading into Mainspring.
Collect new signed contracts from Sales or Branches; upload scanned document into Mainspring.
Identify key fields within the contract document and enter that data into the Mainspring data base accurately
During launch of this new project, maintain clear tracking of progress and be able to report status weekly.
Maintain strict control over access to contract information within Mainspring; adhere to agreed upon rules regarding adds, deletes and changes and document all approvals.
Identify and report on terminated or expired contracts, using the Mainspring database
Using the database, pull standard reports to identify customer contracts that will expire and issue revised contracts to the customer in advance, using standard contract forms. No legal expertise required, just an ability to fill in forms correctly.
Communicate clearly and concisely with all customers, including Branch Managers and Sales on the communications. Refer any negotiations requests by customers to Sales or Branch Managers.
Track and report the status of all renewal contracts sent to customers for signature/renewal on a weekly basis, by branch.
Based on information within the database, identify customer equipment that has been added or deleted. Apply standard pricing to the changes to determine changes to amount billable to the customer.
Coordinate with billing to ensure that all appropriate annual price escalation rates are applied to invoices in a timely manner.
Support inventory project requests from the field as needed. This could include uploading customer inventory data (data entry), changing service dates, or other changes to any fields within Mainspring, as directed by the Branch.
Maintain target accounts receivable aged balances (collections) for assigned customer accounts through consistent communication with customers using SPBS collection process (phone call script, email, letters)
Cross train on customer payments, invoicing, time and expense reporting, and accounts payable to support team. Role is expected to evolve and grow over time as business needs change.
Skills needed
Team player all roles in the department support all other roles; our goals are jointly owned
Able to work under time deadlines
Can do attitude
Clear communicator
Roll up your sleeves the work ranges from data entry through some analysis; be comfortable doing pure volume of work AND creatively thinking about bigger picture items; we need both!
Ability to shift priorities as needed
Excellent time management have to be able to plan and execute work to meet deadlines
Self starter not afraid to learn new things, continuously improve processes
Attention to detail in this role, accuracy is imperative
Typing speed and accuracy
Demonstrated ability to learn new software or facility with database applications (not programming, just using the input tools and reports)
Curious nature be able to see and highlight anomalies in data, dig into â??whyâ?? and recommend action
Suggested Background
Any work in an accounting capacity helpful but not required
Must be very adept at using excel, including advanced functions.
Must be able to demonstrate ability to work with software that has a database element to it (inventory management, contracts, customer databases, sales CRM, etc.) or Access/other database tool
Job Type: Full-time
Required experience:
Accounts Receivable: 2 years
Contract Review: 2 years
Collections: 3 years
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