
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
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