Address
Form of workMain Purpose of the Job:
To maximise the sales of the company whilst managing the inherent risk of extending credit. This will be achieved by ensuring the accuracy of customer data, the accuracy of the Sales Ledger output, the prompt resolution of customer queries and the timely intervention to address overdue balances. All of this activity will be conducted whilst observing the MIDFIX core values of Customer First, Humble, Hungry, Smart & Be Better Today.
Key Tasks:
Invoicing: Review dispatched orders, for accuracy, against a pre-defined set of criteria (prior to invoicing). Compile and distribute a daily report detailing the specific issues which are preventing invoicing and liaise with the various departments to resolve these issues. Generate and send out completed invoices by email, post and Tradex on a daily basis. Ensure that all invoicing activities are closed off in line with the month end deadlines.
Processing Customer Returns: Accurately process ‘Collection Notes’ in a timely manner to accommodate products returned by customers. Ensuring the correct credit note is raised, re-stocking charges are applied (where applicable) and stock levels are correctly adjusted.
Posting and Allocating Customer Receipts: Promptly and accurately apply all types of payment (primarily BACS, Cheque & Card) to the correct customer account and allocate these to the relevant invoices & credit notes.
Managing Customer Credit Limits and Held Orders: Ensure customers trade within their assigned credit limit and review these limits, where appropriate, in accordance with company policy. Work with both our Commercial Team & the customer to maximise the number of 'credit held' orders that can be released without undue financial risk to the business.
Opening New Customer Credit Facilities: Working with both the Sales Team and the customer to process new account applications in a timely and customer friendly manner (whilst observing good practice to avoid or minimise financial risk).
Chasing Overdue Debtors: Work in close liaison with the Credit Manager to ensure your defined list of customers are chased in a timely manner (in accordance with their payment terms) with relevant notes being maintained on the system. Ensuring this task is carried out in a customer focused manner with any customer queries being resolved promptly. Placing accounts on credit hold where appropriate and escalating serious/significant overdues to the Credit Manager. Clear and concise communication with all stakeholders during the collection process is considered paramount.
Administration/Office Support: Undertake various administrative tasks as required. This will comprise of daily duties such as the scanning, indexing and filing of ‘Picking Lists’ & ‘Delivery Notes’, credit card administration/reconciliation and ad hoc tasks such as customer credit reviews. Generating and distributing departmental and customer reports will also fall into this category of duties.
Sales Ledger Email In-box: Work proactively to promptly respond to customer requests, file remittances, & resolve queries which arrive into the Sales Ledger in-box.
What does success look like? (knowledge, skills, abilities, and personal attributes)
Knowledge, Skills, Abilities & Attributes:
- Excellent numerical skills and exceptional attention to detail.
- Customer service, dispute resolution skills and excellent phone manner.
- Good written communications (handling emails).
- Time management – able to prioritise and multi-task.
- Methodical.
- Microsoft Office - Good excel skills.
- Team worker – both within Finance and other internal teams.
- Receptive to feedback and change.
- Friendly, approachable, and honest.
- Excellent attendance, time keeping and smart appearance.
No Agencies please
Must have a valid RTW in the UK
