Senior AR Specialist

Job Description:

The Duckhorn Portfolio is North America's premier luxury wine company, with eleven wineries, ten state-of-the-art winemaking facilities, five tasting rooms and over 2,200 coveted acres of vineyards spanning 37 Estate properties. Established in 1976, when vintners Dan and Margaret Duckhorn founded Napa Valley's Duckhorn Vineyards, today, our portfolio features some of North America's most revered wineries, including Duckhorn Vineyards, Decoy, Kosta Browne, Sonoma-Cutrer, Goldeneye, Calera, Greenwing, Paraduxx, Migration, Canvasback and Postmark. Sourcing grapes from our own Estate vineyards and fine growers in Napa Valley, Sonoma County, Anderson Valley, California's North and Central coasts, Oregon and Washington State, we offer a curated and comprehensive portfolio of acclaimed luxury wines with price points ranging from $20 to $230 across more than 15 varietals. Our wines are available throughout the United States, on five continents, and in more than 50 countries around the world.

The Senior AR Specialist is a main point of contact for National, and export Distributors and CA Direct to customer accounts. This position is responsible for providing world class customer service while managing collection efforts and meeting the cash projection goals. In addition to collection efforts, this position processes customer credit applications, customer payments, manages orders on hold, and continually reconciles variances on the customer accounts. This position also requires assisting in the daily operations of the AR department, ensuring 100% compliance with all ABC regulations, and upholding the integrity and confidentiality of Duckhorn Wine Company’s accounting transactions.

What we will ask you to do:
• Conduct customer collection efforts for both National and Export Distributors and CA Direct to customer accounts by researching account records and providing customers with accurate account balances by reconciling any discrepancies. Utilize all collection resources including aged receivable report, sales managers knowledge of the account, customer credit application, and internet resources to determine the best approach.
• Document all customer communications in company ERP System to ensure team maintains cohesive efforts regarding the customer and for compliance/audit purposes.
• Develop collection methods that lead to achieving or exceeding company financial goals.
• Educate customers regarding operational procedures including the multiple payment methods accepted (wires, payment portal, Fintech, lockbox, credit cards, ACH).
• Manage orders on hold due to a past due balance or exceeding credit limit. Works with the customer to receive payment and stay in compliance with Alcohol and Beverage Control Regulations.
• Audit, reconcile, and record all incoming payments from multiple sources: lockbox, ACH, wires, and online payment portals including Fintech. Follow up on all payment variances to clear balances by gathering backup, performing research, contacting customers for reimbursement of error, or gathering approval to process credit memos for internal errors.
• Work closely with sales and customer service team to maintain the accuracy of financial reporting.
• Assist team by functioning as back up to perform other team member functions, including entering credits and posting invoices.
• Assist in processing Customer Credit Applications to determine credit worthiness, sets appropriate credit limits, and ensures compliance with regulations, by researching and analyzing financial documents including credit reports, references, licenses, and site visits by Sales Team.

What we will provide:
• Health benefits for you and your family, including medical/dental/vision (with a competitively priced employee contribution to premium), and disability, life, & pet insurance.
• Paid time off and 11 paid holidays.
• 401(k) plan where we invest 10% of your wages every year for your retirement at no cost to you, subject to management discretion.
• A diverse team of coworkers that care about each other in a fun, exciting work environment.
• A company that promotes from within, provides great training and a generous tuition reimbursement program.

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