Job Information
Capricorn Corporate Accounts Services Lead in Perth, Australia
A great place to work
When you join Capricorn, you become a part of something bigger than a typical company, because as a co-operative we exist to improve the lives of our Members by supporting them in building stronger businesses – not the other way around.
We are purpose-led and are committed to empowering our community to thrive. Our community includes our employees, and we know what is important to them, because we asked! And here's our commitments to you:
• Provide a diverse and inclusive workplace – because we know how important it is for everyone to be treated fairly and with respect.
• Give you flexibility – it's important to recognise we are all unique and need to create work life balance.
• Offer paid parental leave – that supports both parent's leave and their transition back to work.
• Create a fun environment – our social calendar is full up with a range of different virtual and face-to-face events to keep us connected.
• Work perks – that our employees actually use, such as a fantastic reward and recognition program, wellness program, additional leave purchase and so much more!
Role Purpose
To provide tailored support to Corporate Members as per their requirements while ensuring the agreed terms and conditions of the trade account are still being adhered to.
Accounts Service
• On-boarding of the Members Accounts Payable team and Area Manager via Teams.
• First point of contact for all account matters.
• Supporting Member with disputes by liaising directly with the Supplier.
• Reconciliation assistance to determine overdue invoices.
• Transfer of incorrectly allocated funds.
• Transfer of payments as per remittance advice.
• Transactional child account lists to be sent accompanied by parent account statement.
• Credit limit monitoring and initiating increases where applicable.
• Initiate outbound contact with Members with outstanding accounts balances, as identified through the Credit Contact Strategy, and process payments.
• Negotiate and close out payment arrangements if applicable.
• Follow up dishonoured payments and credit card rejections.
• Initiate ‘stop credit' or ‘contra' process on overdue accounts where necessary, including notifying Members Accounts Payable & Accounts Receivable team.
• Issue final demand letters where applicable.
• Prepare account for referral to Debt Recovery Lead where applicable.
• Liaise with Area Managers as required to ensure they are kept well informed of Member & Supplier concerns and escalate queries to field staff if required.
• Answer incoming calls from relevant phone and email queues as required, with a view to providing problem resolution on first contact.
• Action and respond to enquiries within the service level agreements.
• Enter manual updates accurately into Epicor as required and update CRM.
• Ensure immediate escalation of all unresolved queries as per the complaints procedure where applicable.
Skills, Knowledge and Attributes
• Sound understanding in accounting and warehousing principles with an emphasis on accounts receivable.
• Ability to make sound judgements based on business needs, objectives, and principles.
• Good numeracy skills with exceptional accuracy and a high level of attention to detail.
• Able to demonstrate sound communication skills, both verbal and written, and can converse at all levels within the organisation and externally.
• Ability to cope with pressure and remain calm.
• Ability to adapt to the Members unique needs.
Experience
• A minimum 2 years' experience in a similar role
Qualifications
• Completion of Year 10 High School Certificate or equivalent preferred
• Customer Service Certificate (desirable).
The next steps
If you think you are the right person for this role and you believe in a Member first culture, then please apply now. Applications will be reviewed as they arrive, so it is better to apply sooner rather than later. If you need any assistance or adjustments to fully participate in the application process, please contact HR on +618 6250 9500.
For further information and detail on Capricorn, please visit our website at www.capricorn.coop/careers.