Accounts Receivable Specialist

Responsibilities

• Serve as a point of contact for customers regarding their account balances, invoices, and payment inquiries
• Communicate with customers to provide outstanding customer service and resolve any billing or payment-related issues
• Maintain accurate records of collection activities and update customer accounts accordingly
• Initiate collection efforts, which may include sending reminder notices, making collection calls, and coordinating with internal teams to resolve payment discrepancies
• Collaborate with the sales and customer onboarding teams to set up new customer accounts accurately and efficiently
• Verify customer information and update details as required
• Ensure all necessary documentation and contracts are completed and filed appropriately
• Perform regular monthly reconciliation of customer accounts to ensure accuracy and completeness
• Identify and resolve any discrepancies or outstanding issues related to account balances or payment records
• Prepare and distribute account statements and reports to customers as required

Requirements

• Bachelor’s degree in Accounting, Finance, or a related field, or equivalent professional experience
• Minimum of 3 years of accounting or accounts receivable experience in a fast-paced business environment
• Strong Excel proficiency, including advanced formulas and account reconciliation capabilities
• Excellent written and verbal communication skills with demonstrated customer service experience

Qualifications

• Experience managing collections efforts, including payment follow-ups and resolving billing discrepancies
• Experience working within ERP systems, preferably NetSuite
• Proven ability to manage customer account reconciliations and maintain accurate financial records with strong attention to detail
• Experience collaborating cross-functionally with sales, onboarding, or customer success/account management teams