Credit Control & Accounts Coordinator
Role Overview
We are looking for a highly organised, motivated and detail-focused Credit Control & Accounts Coordinator to join our team.
The role will involve managing customer accounts, supporting the timely collection of outstanding payments and assisting with a range of finance, administration and sales support activities. The successful candidate will be confident communicating with customers, comfortable working with financial information and able to manage several priorities while maintaining a high level of accuracy.
Experience with Microsoft Business Central would be an advantage, although training can be provided for the right candidate.
Key Responsibilities
Credit Control
- Take responsibility for monitoring customer accounts and outstanding balances.
- Carry out regular follow-up of overdue invoices by telephone and email.
- Maintain professional and positive relationships with customers while ensuring payments are collected within agreed terms.
- Record customer discussions, payment arrangements and relevant account information accurately.
- Review aged debt reports and highlight potential issues or risks to management.
- Work proactively to reduce outstanding debt and support effective cash-flow management.
- Follow agreed credit control procedures and escalate significant concerns when appropriate.
Customer Account Management
- Maintain regular contact with customers to ensure accounts remain well managed.
- Deal with customer account queries efficiently and work with internal departments to resolve issues.
- Investigate discrepancies and assist with invoice and payment queries.
- Ensure customer account information is complete, accurate and kept up to date.
- Maintain clear and organised records of correspondence and account activity.
Sales & Product Administration
- Process and maintain documentation relating to product sales and customer orders.
- Coordinate relevant customer paperwork and supporting documentation.
- Ensure required forms and information are completed accurately and within agreed timescales.
- Provide administrative support to the sales team throughout the customer journey.
- Assist with the preparation and organisation of documentation relating to funding, grants or other relevant schemes where required.
- Liaise with customers and internal teams to ensure sales administration is completed efficiently.
Finance & General Administration
- Assist with day-to-day banking and payment allocation duties.
- Process and reconcile customer payments where required.
- Apply VAT requirements accurately and maintain appropriate financial records.
- Provide general support to the finance function as required.
- Maintain efficient filing and record-keeping systems.
- Assist with other administrative duties to support the smooth running of the business.
Skills & Experience
- Previous experience in credit control, accounts, finance administration or a similar position.
- Strong attention to detail and excellent organisational skills.
- Comfortable communicating with customers by telephone and email.
- Good understanding of credit control, invoicing, VAT and general financial procedures.
- Ability to prioritise workloads, manage competing deadlines and work independently.
- Good numerical and problem-solving abilities.
- Professional, confident and approachable manner.
- High level of accuracy when handling financial and customer information.
Desirable Experience
- Familiarity with Microsoft Business Central or a similar accounting/ERP system.
- Experience within a product sales, service, equipment or commercial environment.
- Previous involvement with grant, funding or customer documentation processes.
- Experience working alongside sales and finance teams.
Personal Attributes
- Well organised, dependable and self-motivated.
- Professional and confident when dealing with customers.
- Persistent yet tactful when following up outstanding payments.
- Trustworthy and discreet when handling confidential financial information.
- Able to work independently while contributing positively to a wider team.
- Practical, proactive and solution-focused with a positive can-do attitude.
- Reliable and willing to take ownership of tasks from start to completion. #INDFRS1
