Accounts Receivable Specialist

A LITTLE BIT ABOUT Boldr

• Boldr is the first global B-Corp dedicated to delivering world-class Client experiences while creating access to dignified, meaningful work in communities around the world.
• We are a global team, united by our desire to connect diverse people with common values for boldr impact.

LET’S START WITH OUR VALUES

• Meaningful connections start with AUTHENTICITY
• We do our best work by being CURIOUS
• We grow by remaining DYNAMIC
• Our success combines AMBITIOUS VISION with OPERATIONAL EXCELLENCE
• At the heart of great partnerships we’ll always find EMPATHY

WHAT IS YOUR ROLE

As a Senior Accounts Receivable Specialist your responsibilities and duties include processing customer payments and applying cash accurately across multiple channels to keep our accounts receivable records current. In this position, you will be the subject matter expert in cash application workflows and payment matching in our ERP system. Your meticulous attention to detail and strong analytical skills will be critical to maintaining data integrity and supporting timely month-end closes during our period of hypergrowth.

This is an excellent opportunity for someone who thrives on precision work and enjoys solving complex payment-matching problems.

WHY DO WE WANT YOU

We are currently looking for impact-driven individuals who are passionate about helping Boldr grow and achieve our Purpose. We expect our Team to become our ultimate partners to success by always giving their 110% in everything, sharing their talents and quirks, and championing our core values:
Curious, Dynamic and Authentic.

WHAT WILL YOU DO

Payment Processing & Cash Application

• Process customer payments received through multiple channels (ACH, wire transfer, credit card, check) with high accuracy and timeliness
• Apply cash to open invoices in the ERP system, matching payments to appropriate customer accounts and invoices
• Apply cash to open invoices in the ERP system, matching payments to appropriate customer accounts and invoices
• Research and resolve payment discrepancies, partial payments, overpayments, and unapplied cash within defined timeframes

• Investigate payment exceptions and work with banking partners to resolve payment processing issues
• Coordinate with customers to clarify payment intent when payment references are unclear or incomplete
• Maintain detailed documentation of all payment applications and exception handling in the ERP system

Dispute & Adjustment Management

• Research and resolve billing disputes related to payment application or account discrepancies
• Process credit memos, manual adjustments, and refunds in the ERP system with proper authorization and documentation
• Investigate root causes of common payment and application errors
• Provide recommendations to reduce payment discrepancies and improve first-time accuracy

Reporting & Analysis

• Prepare daily and weekly cash application reports
• Generate exception reports identifying unapplied cash and unmatched payments
• Analyze payment application trends and metrics to identify process improvements
• Provide ad-hoc analysis on aging, payment patterns, and account status as requested by management
• Support cash forecasting efforts by providing accurate cash application data

ERP System & Process Management

• Serve as a power user of the ERP system for the cash application module
• Identify system configurations and process optimization opportunities to improve efficiency
• Support implementation of cash application automation tools and collection platforms
• Participate in training and process improvement initiatives

Requirements

WHAT WE’LL LIKE ABOUT YOU

YOU ARE…

• Curious and authentic, just like us! #beboldr
• An analytical and critical thinker, with an eye for even the most minute of details

• Passionate about client satisfaction.
• Proactive…