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Account Executive - Major Accounts

Workday, Inc., Atlanta, GA, United States


Responsibilities Perform consistent and proactive collection efforts on aging accounts receivable via email and phone Work directly with customers to research and resolve issues delaying payments Accurately apply incoming payments (check, ACH, wire, and credit card) to open invoices in ERP Process customer credit card transactions and understand how authorizations and settlements function Maintain customer billing and contact records with accuracy and timeliness Recommend accounts for escalation or credit hold Collaborate with Sales, Customer Service, and Operations teams to resolve invoicing discrepancies Monitor customer credit limits; review, approve, and escalate accounts as needed Create and apply credit memos appropriately Maintain exemption certificates and assist with compliance audits as needed Use dispute resolution techniques to resolve payment or billing conflicts effectively Contribute to AR process improvements and automation initiatives Clearly document collection activity, payment status, and resolution steps in the AR system Other duties and responsibilities related to the nature of the job may be assigned as needed Qualifications Proficient in Excel and SAP Excellent organization and communication skills Minimum 2 to 4 years of accounts receivable experience Comfortable in a plant or corporate environment No travel required Ability to read and interpret financial statements, general business periodicals, professional journals, operating and maintenance instructions, and procedure manuals Ability to write routine reports and correspondence Ability to communicate effectively with customers and employees Mathematical skills: calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, volume, and net present value Reasoning ability: solve practical problems and deal with a variety of variables in non‑standard situations Technical skills: computer literate (MS Office including Word and Excel as well as accounting software), proficient knowledge and application of accounting principles Quality standards – both ISO and QS adherence #J-18808-Ljbffr