AR Support Specialist in Plano, Texas at Quick Technologies Inc

AR Support Specialist

Executive: Vice President of Operations

Reports to: AR Manager

Direct Reports: None

Department: Operations

FLSA Status: Non-Exempt

Position Summary:

The AR Support Specialist at SAGE plays a key role in supporting daily accounts receivable operations while delivering timely, accurate, and professional customer service. Responsibilities include assisting with payment processing and check entry, providing invoices and statements, following up on past-due balances, and maintaining accurate customer account information and support tickets. This position helps ensure efficient AR processes, timely resolution of customer inquiries, and a positive customer experience.

Position Responsibilities:

• Respond to customer and internal inquiries via phone, email, and support tickets, providing timely assistance with invoices, statements, payments, and account information.
• Create and issue customer invoices as needed, ensuring accuracy of billing details and compliance with established procedures.
• Manage and maintain support tickets, documenting actions taken and ensuring timely follow-up and resolution.
• Assist with daily check entry and payment posting, ensuring transactions are accurately recorded in customer accounts.
• Process monthly AutoPay transactions in accordance with established procedures and billing schedules.
• Monitor past-due supplier and distributor accounts, send aging notices, and conduct weekly collection follow-ups, documenting customer responses and payment commitments.
• Research and resolve billing discrepancies and payment issues, collaborating with other departments and escalating complex or unresolved matters to the AR Manager.
• Maintain accurate and confidential records of customer accounts, payment transactions, and collection activities.
• Provide backup support for other accounts receivable functions and assist with departmental tasks as needed to ensure efficient daily operations.

To perform this job successfully, an individual must be able to satisfactorily perform each essential duty. The requirements listed below are representative of the knowledge, skill, behavior, and/or ability required.

Skills and Qualifications:

• High school diploma or equivalent required.
• Previous experience in customer service, accounts receivable, or billing required; experience with payment processing and collections preferred.
• Experience working with accounting software and customer account management systems.
• Demonstrated commitment to accuracy, efficiency, meeting deadlines, and delivering excellent customer service.
• Ability to work independently, follow established procedures, exercise sound judgment, and make appropriate decisions within the scope of the role.
• Strong organizational skills and attention to detail, with the ability to manage competing priorities and meet daily, weekly, and monthly deadlines.
• Ability to maintain confidentiality and exercise discretion when handling sensitive customer, financial, and company information.
• Strong analytical and technical skills, including proficiency in Microsoft Excel, Microsoft Office applications, email, and customer account or ticketing systems.
• Excellent written and verbal communication skills, with the ability to professionally address customer inquiries, billing discrepancies, and past-due balances.
• Strong problem-solving and research skills, with the ability to investigate discrepancies, identify solutions, and resolve customer account issues efficiently.
• Collaborative and team-oriented approach, with the ability to work effectively across departments to support operational goals.
• Must reside within the Dallas–Fort Worth Metroplex and be available to report to the office as business needs require.

Company Benefits:

• Hybrid work environment
• Insurance coverage - medical, dental, vision, supplemental, health savings account, flexible spending account, and supplemental plans.
• 401(k) with company match
• Office Building offers a 24/7 Fitness Center
• Holidays and Paid Time Off

About SAGE:

SAGE offers a complete suite of business management and product research solutions for the promotional

products industry, led by its flagship platform, SAGE Workplace™. From order management and CRM to websites, online stores, payment processing, tradeshow registration, and lead retrieval, SAGE delivers

everything distributors and suppliers need to run their businesses efficiently. As the exclusive technology partner of PPAI and PPPC, SAGE empowers members of both associations with innovative tools and services. Recognized as a top workplace in the promotional products industry, SAGE earned this distinction in 2022, 2023, and 2025.

Website: www.sageworld.com

SAGE is an equal opportunity employer and does not discriminate based on race, creed, color, sex (including pregnancy, gender identity, and sexual orientation), age, national origin, religion, disability, veteran’s status, or any other characteristic protected by federal, state, or local laws.