B2B Accounts Receivable Specialist

FULL TIME
REMOTE
Position: B2B Accounts Receivable Specialist
Working Hours: M-F PST
Scope of the Role
We are looking for a B2B Accounts Receivable Specialist with strong experience managing wholesale and retail customer accounts. This role goes beyond traditional cash application: the ideal candidate will understand how to investigate, code, reconcile, and resolve customer deductions and credit memos.
You will be responsible for ensuring customer payments are accurately applied while also managing the more complex deduction activity that occurs within B2B and wholesale relationships.
The ideal candidate will come from a CPG, beauty, personal care, retail, or wholesale environment and understand the nuances of chargebacks, shortages, co-op/trade spend, and other retailer deductions.
Duties and responsibilities:
- Apply customer payments accurately to B2B and wholesale accounts.
- Review and process customer deductions and short-payments.
- Investigate chargebacks, shortages, co-op/trade spend, pricing discrepancies, returns, and other deductions.
- Determine whether deductions are valid and ensure they are properly coded.
- Create and issue credit memos where appropriate.
- Reconcile B2B customer accounts on a periodic basis.
- Research discrepancies between customer payments, invoices, deductions, and account balances.
- Maintain accurate supporting documentation for deductions and credit memos.
- Work with customers, Sales, Finance, Operations, and other internal teams to resolve account discrepancies.
- Identify recurring deduction issues and help improve processes to reduce unnecessary deductions.
- Ensure AR records remain accurate and up to date.
- Support month-end close and AR reporting as needed.
Requirements:
- 2–4+ years of Accounts Receivable experience.
- Strong B2B, wholesale, or retail AR experience.
- Hands-on deduction management experience is required.
- Experience with customer chargebacks, shortages, co-op/trade spend, or similar retail deductions.
- Experience creating and coding credit memos.
- Strong customer account reconciliation skills.
- Excellent attention to detail and analytical skills.
- Strong Excel/Google Sheets skills.
- Experience with an ERP/accounting system.
- CPG, beauty, or personal care experience strongly preferred.
- Comfortable working independently and managing multiple customer accounts.
- Strong communication and problem-solving skills.

Skills

- 2–4+ years of Accounts Receivable experience with strong B2B, wholesale, or retail AR background and hands-on deduction management experience including customer chargebacks, shortages, co-op/trade spend, credit memo creation and coding, and customer account reconciliation skills.