Senior Accounts Receivable & Collections Specialist

Position Summary

We are seeking an experienced Senior Accounts Receivable & Collections Specialist to take end-to-end ownership of accounts receivable and collections. This hands‑on senior individual contributor will ensure invoices are issued accurately and on time, actively drive B2B collections, remove obstacles to payment, and independently determine priorities and next steps. The role requires persistence, sound judgment, resourcefulness, strong follow-through, and flexibility as our AR processes and systems evolve.

• Own the AR portfolio end to end, including invoicing, collections, disputes, account follow‑up, escalation, cash application, and accurate account notes.
• Actively manage AR aging and collection priorities based on aging, value, risk, customer circumstances, and payment commitments; maintain a disciplined collection cadence and follow through on missed commitments.
• Take accountability for agreed AR and collections metrics, including overdue AR, aging trends, and collection targets; identify risks early and execute actions to improve performance.
• Resolve billing discrepancies, credits, short payments, unapplied cash, missing remittances, bank fee differences, and other payment application issues.

• Prepare accurate customer invoices, monitor the invoice backlog, and proactively resolve issues that could delay billing or payment.
• Maintain accurate customer billing information in the ERP, including contacts, addresses, payment terms, purchase orders, tax status, and customer‑specific billing requirements.
• Own the AR inbox and respond promptly to customer billing and payment inquiries; investigate root causes and drive issues through to resolution rather than waiting for direction.
• Manage B2B customer billing, and AP portals, including invoice uploads and supporting documentation; independently troubleshoot failed logins, expired credentials, rejected invoices, access issues, and changes to submission requirements.
• Proactively obtain missing, expired, or incorrect purchase orders and support customer supplier onboarding forms or information required to enable invoicing and payment.
• Maintain customer tax exemption documentation and related records in Avalara, including required updates and expired documentation.

• Partner with Sales, Customer Success, Finance, Legal, customer AP teams, and portal support as needed to resolve disputes and payment roadblocks, escalating material issues only after reasonable investigation and action.
• Reconcile the AR subledger to the general ledger, support month‑end close and audits, and provide clear reporting on collections performance, significant overdue balances, risks, and expected payments.
• Identify recurring billing or collection issues and improve AR processes, documentation, technology, automation, and system integrations to increase accuracy, efficiency, and cash collection.
• Participate in the implementation and ongoing adoption of Tabs, our new Revenue/AR platform, including process design, testing, issue identification, data/process validation, and transition to new ways of working.
• As the function evolves, may guide, mentor, and potentially manage one AR team member, supporting prioritization, process consistency, development, and day‑to‑day execution.

• Experience with Net Suite is an asset.
• Proficiency in Microsoft Excel, Google Suite, and other Office applications.
• Comfortable working in a collaborative environment using tools such as Slack and Zoom.
• Curiosity and interest in leveraging AI tools to improve efficiency in day‑to‑day tasks.