Accounts Receivable Specialist

Accounts Receivable Specialist

Requirements

• 2+ years of experience in Accounts Receivable, Billing, or related finance role
• Familiarity or working experience with subscription-based service contracts
• Advanced proficiency with Excel including complex formulas, LOOKUP functions, PivotTables, and SUMIF
• Experience with Vendor portals and payment platforms
• Strong organizational skills with excellent attention to detail
• Effective written and verbal communication abilities
• Basic knowledge of AI tools with willingness to adopt for process efficiency
• Ability to handle sensitive information with integrity and confidentiality
• Comfortable in a fast-paced, collaborative SaaS environment
• Willing to adapt to changes in the job description as deemed necessary by the business and accept all other duties as assigned

Responsibilities

• Manage the shared billing inbox, assigning and responding to inquiries within established SLAs.
• Address questions from internal and external customers regarding billing, contracts, payments, and escalations.
• Actively monitor Slack channels and respond or acknowledge messages promptly.
• Build and maintain strong working relationships with customers and internal teams.
• Coordinate customer billing setup, ensuring compliance with formatting and platform requirements.
• Complete vendor forms and portal setups, including payment of applicable membership fees.
• Maintain up-to-date billing contacts to ensure accurate invoice delivery.
• Collect and upload sales tax exemption certificates.
• Submit invoices to customer portals weekly, bi-weekly, or monthly in required formats.
• Proactively manage assigned AR portfolio, following up on outstanding invoices via phone and email.
• Identify and escalate payment issues before they become delinquent.
• Maintain accurate collection notes and support resolution in line with internal policies.
• Prepare aging reports, flag at-risk accounts, and process escalations as needed.
• Apply payments, credit memos, and rebills; reconcile accounts and identify and correct any discrepancies.
• Manage overpayments and communicate with cancelled customers for refund information.
• Monitor customer cancellations and ensure updates are made promptly.
• Oversee the dunning automation process for assigned accounts.
• Assist in quarterly bad debt reserves and write-off activities.
• Provide monthly updates on high-priority accounts for senior leadership review.
• Attend and actively participate in team meetings and 1:1s with the AR Manager.
• Complete additional tasks and special projects as assigned.

Preferred Qualifications

• Experience with NetSuite, Maxio (SaaSOptics), Salesforce (SFDC), and Avalara