Dedicated Accounts Receivable Concierge

Position Summary

The Accounts Receivable Concierge is a personable, detail-oriented individual who will serve as a proactive, client-facing liaison throughout the billing and collections process. This role is designed to ensure a smooth and positive payment experience for clients while helping maintain healthy cash flow for the company. Unlike traditional collections, this position is rooted in hospitality and relationship management, acting as a friendly, persistent point of contact rather than an enforcer.

The goal is to create a frictionless, respectful and proactive payment experience while maximizing operational efficiency.

• Timely, consistent client payments with minimal friction.
• Positive client feedback regarding the invoicing experience.
• Close collaboration and alignment between finance, sales, and production teams.
• Reduced aging receivables and improved cash flow predictability.

• Proactively check in on active projects to monitor billing timelines and readiness for invoicing.
• Confirm receipt of invoices with clients to ensure clarity and minimize delays.
• Maintain regular, courteous communication with clients to reinforce billing transparency and service continuity.
• Follow up promptly and consistently with clients whose accounts are past due—including making daily contact, when appropriate, until payment is received.
• Collaborate with project and finance teams to maintain alignment on project status and client interactions.
• Log all communication and updates in CRM or AR tracking systems.
• Assist with identifying recurring payment issues and recommending process improvements.

• Be the Face of Financial Excellence
• Grow your career with Purpose-Impactful work that blends relationship management with financial operations
• See the tangible value of your efforts every week
• Build meaningful relationships

• Strong interpersonal and communication skills with a high level of professionalism.
• Experience in customer service, client relations, or accounts receivable preferred.
• Comfortable making regular outbound calls in a friendly and professional manner.
• Highly organized and able to manage multiple accounts with attention to detail.
• Proficiency with invoicing systems and basic spreadsheet or CRM tools.
• Empathy, persistence, and the ability to balance client rapport with firm follow-through.

• Medical Insurance Offering with United Healthcare (2 Options available)
• Dental|Vision|Life Insurance Offering with Mutual Of Omaha
• 401k Retirement Option
• 401k Company Match
• Yearly Paid Time Off Benefits
• Career Growth & Development
• Casual & fun working environment

This is an in office role;
Monday-Friday 9am-530pm