Greg Ptak Email & Phone Number

Chicago, Il, Us

Chicago, Il, Us

Austin, Texas, Us

Austin, Texas, Us

Serve as the primary AR contact for customers and your assigned Sales Team.Create, monitor and actively work on customer aging reports to keep the aging accurate and current.Work closely with customers and sales teams on collection of past due invoices.Research short and overpayments, misapplied funds, payment errors, etc and work closely with the customer, BizDev and CashApp team to resolve these errors in a timely manner.Provide payment terms and details to every customer and ensure their understanding of payment expectations.Build relationships with key customers and communicate with them regularly to ensure Arrive is paid timely and resolve any concerns or delays.Manage invoicing for all your customers, ensure billing methods are accurate and invoices are being sent to the customer in a timely manner.Work closely with Customer Relations Clerks on invoice uploads and adjustments needed for accurate billing rates.Review and analyze accessorial charges that may require specific approval and billing instructions; ensure accessorials are billed correctly.Enter/maintain up to date notes regarding payment status to ensure strong documentation/communication.Resolve uninvoiced revenue and unapplied cash on a regular basis to ensure loads are being invoiced timely and customer payments are applied accurately and promptly.Correct internal invoicing failures on a daily basis.

Lake Forest, Il, Us

The Business Applications Support Specialist is an important part of our Software Services Post Sales Team. The Post Sales Team is responsible for managing the implementation activities along with the support services for our clients. As a Business Applications Support Specialist, you will be focusing on customer related issues/tickets and escalating when needed. This individual will be an effective communicator and have a passion to work with our clients to understand their business processes.Support our customers and internal sales team with technical inquiries by telephone, and emailDiagnose and resolves basic and more complex customer issuesProvide technical guidance for customersDevelop and implement solutions for our Document Management software and Business Process Automation software based on requirements givenInvestigate problems and common errors using resources, technical tools, and any other means necessaryKeep track of common issues and ensure proper documentation of issuesPerform and lead training of our Document Management software

Us

As a AR Supervisor, I oversee the billing, posting, and collecting of three high volume accounts. My main responsibilities include processing claims, managing reports, communicating billing issues, auditing accounts, and providing relevant training and supervision to my staff.Job Responsibilities:- Processes and posts payments and deductions to the appropriate customer accounts, ensuring reconciliation of the customer account. - Researches shortages, penalties and returns to the fullest extent to ensure customers are following agreements- Analyzes customer accounts at the time of application for any skipped or partial payments- Contacts customers to collect past due amounts-Handles any inquiries for additional information from customers: Invoice copies, Proof of Delivery, Bills of Lading, etc.- Prepares various reports for customers based on unique contract agreements- Reconciles past due accounts using aging tools and reports- Provides direction to assistants

Us

As a AR Specialist, I a provided financial, clerical, and administrative support for the Accounting Department. Job Responsibilities:- Processes and posts payments and deductions to the appropriate customer accounts, ensuring reconciliation of the customer account. - Researches shortages, penalties and returns to the fullest extent to ensure customers are following agreements- Analyzes customer accounts at the time of application for any skipped or partial payments- Contacts customers to collect past due amounts-Handles any inquiries for additional information from customers: Invoice copies, Proof of Delivery, Bills of Lading, etc.- Prepares various reports for customers based on unique contract agreements- Reconciles past due accounts using aging tools and reports- Provides direction to assistants

Us

As Customer Service Admin I worked closely with the Director of Customer Service, Customer Service Manager, Parts & Warehouse departments, Accounting and Sales Order Entry departments, and the Sales Team. Job Responsibilities:• Processed a large amount of emails in a timely manner.• Conducted forecasting exercises to ensure an ample supply of parts were being ordered across multiple product categories. • Oversaw the process of filing carrier and freight damage claims. • Worked with the Director of Customer Service and Customer Service Manager to gather data and run reports.• Oversaw the process of arranging for returns to be brought back to company's return facility.• Managed accounts for industrial parts distributors and Authorized Repair Centers. Oversaw he process of ensuring orders were processed in a timely manner, orders were shipped out, and assisted with customer concerns.• Managed the process of providing accurate price quotes for parts to several different customers/retailers. • Oversaw inventory control for parts sold on the company website. Prepared weekly parts usage reports to keep track of trends.• Processed and checked in returns that were received through the warehouse.• Assisted with the evolution of project processes, workflow, and best practices, to support the evolving needs of our growing business. Used project management skills to manage peers to ensure side projects were completed in a timely manner.

Bachelor’S Degree, Information Technology With A Concentration In Software Development

Bachelor Of Science - Bs, Computer Science

Education record