Accounts Receivable Specialist

• The AR Specialist is responsible for managing the full scope of the accounts receivable process, including responding to customer inquiries, overseeing invoice delivery, monitoring account portfolio for timely payment, and supporting customer onboarding related to billing
• The AR Specialist will collaborate cross functionally with Customer Success, Sales, and internal Finance teams to ensure a seamless and accurate billing and collection process, ensuring strong cash flow
• 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 escalated 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
• Timely and efficient collections of assigned portfolio of accounts
• Apply payments, credit memos, and rebills; reconcile accounts and identify and correct any discrepancies
• Manage over payments 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

This role requires a customer centric and proactive communicator with strong attention to detail and the ability to manage multiple priorities efficiently2+ years of experience in Accounts Receivable, Billing, or related finance role

Experience with Net Suite, Tesorio, Maxio, Salesforce (SFDC), and Avalara preferred

Familiarity with subscription-based service contracts

Advanced proficiency with Excel including complex formulas, LOOKUP functions Pivot Tables, and SUMIFExperience with Vendor portals and payment platforms

Strong organizational skills with excellent attention to detail

Effective written and verbal communication abilities

Understanding basic accounting principles and billing best practices

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