Corporate Account Services Lead at Capricorn

Remote: 
Full Remote
Contract: 
Work from: 

Offer summary

Qualifications:

Minimum 2 years of experience in a similar role., Sound understanding of accounting and warehousing principles, particularly accounts receivable., Good numeracy skills with exceptional accuracy and attention to detail., Completion of Year 10 High School Certificate or equivalent preferred, with a Customer Service Certificate being desirable..

Key responsibilities:

  • Provide tailored support to Corporate Members and standard trade accounts.
  • Manage daily and monthly Corporate ATB and assist with reconciliations as needed.
  • Initiate outbound contact with Members regarding outstanding account balances and process payments.
  • Respond to enquiries and escalate unresolved queries as per the complaints procedure.

Capricorn Society logo
Capricorn Society SME https://www.capricorn.coop/
201 - 500 Employees
See all jobs

Job description

A little about us

Capricorn is one of Australia and New Zealand’s largest and most dynamic Member-owned organisations. Since 1974, we’ve been dedicated in supporting our Members with solutions that truly matter. Our flagship Trade Account offers instant credit with over 2,000 Preferred Suppliers, simplified monthly expenses, and a generous rewards program as the cherry on top

We have a strong foundation in the automotive and machinery aftermarket industry with over 30,000 highly engaged Members across Australia and New Zealand, from national franchises to your local family workshop. Last year we facilitated $3.7bn worth of transactions, and returned nearly $93 million in value to our Members.

At Capricorn we work hard to ensure that Our People, Our Members and Preferred Suppliers are connected into the Capricorn Community.

Join us and be part of a team that’s committed to driving success, innovation and making a difference, while having some fun along the way!

Role Summary

In this role you will provide tailored support to Corporate Members and standard trade account, while ensuring agreed terms and conditions are being adhered to.

Knowledge & Skills

• Daily and Monthly management of the Corporate ATB

• Reconciliation assistance when needed

• Transfer of incorrectly allocated funds.

• Transfer of payments as per remittance advice.

• Transactional child account lists to be sent accompanied by parent account statement.

• 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.

• Answer incoming calls from relevant phone and email queues as required.

• Action and respond to enquiries within the service level agreements.

• Ensure immediate escalation of all unresolved queries as per the complaints procedure where applicable.

• Conduct outbound campaigns as delegated by the Accounts Services Team Leader.

Experience

• A minimum 2 years’ experience in a similar role

• 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 adapt to the Members unique needs.

Qualifications

• Completion of Year 10 High School Certificate or equivalent preferred

• Customer Service Certificate (desirable).

A little on life at Capricorn

Joining our community is about more than just a job, so here’s what’s in it for you:

• Work flexibility – We’re all unique, and so are the ways in which we work. Whether it’s flexible hours or WFH arrangements, we’ll work with you to find the best way for us to work together.

• Development Opportunities – your success is ours too. We provide training opportunities and development to give you the tools you need to grow.

• Paid parental leave – during life’s most important times, we support parents’ leave (for both parents) and their transition back to work.

• Get social – our social calendar is full, with a range of different virtual and face-to-face events to keep us connected.

• A place you want to be – from the sweeping city views, coffee on tap and the general buzz of our team, Capricorn is a place you want to be.

• A cherry on top – we’ve got a heap of benefits that our team actually use, including a fantastic reward and recognition program, wellness program, additional leave purchase and so much more!

• Amazing Benefits – Unlock amazing benefits at Capricorn. We offer all staff free gym membership near the office, discounted private health benefits and all inclusive working from home kits to get you started!

Sound like you’d be a good fit?

If you are ready to become part of a growing community and make a real impact, get in touch today.

For further information, support with your application and details on Capricorn, please visit our website at capricorn.coop/careers

Required profile

Experience

Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Negotiation
  • Detail Oriented
  • Communication
  • Customer Service
  • Adaptability
  • Problem Solving

Related jobs