AR Operations Specialist

Accounts Receivable Operations Specialist

The Accounts Receivable Operations Specialist oversees the accuracy of all CRM billing information and verifies customer access to the payment portal.

• Contact customers regarding declined card payments
• Support auto-payment setup with the Implementation team prior to first invoicing
• Conduct outreach to customers not enrolled in auto-pay
• Provide W-9 documentation during customer setup
• Manage assigned cases, including billing email address updates
• Perform collections on delinquent accounts as needed
• Maintain confidentiality of sensitive customer and financial information
• Adapt to evolving responsibilities as the role and company grow
• Own and maintain all Salesforce billing and contract data
• Apply check payments daily
• Maintains confidentiality of work-related issues, records, and company information
• Performing administrative and clerical tasks, such as data entry, filing paperwork, and contacting clients to discuss their accounts
• Generating reports and statements for internal use
• Engaging in ongoing educational opportunities to update job knowledge