Accounts Receivable Specialist

Responsibilities

• Approve Sales Orders synced from Salesforce ensuring accuracy against the order form
• Review invoicing prior to emailing the customer ensuring tax compliance using Avalara
• Set up Placer as a vendor in 3rd party portals
• Upload e-invoices via customer procurement platforms such as Ariba, Coupa
• Upload tax exemption certificates to Avalara
• Assist in billing email inbox, ensuring timely responses to internal and external inquiries
• Resolve billing and invoicing discrepancies as needed
• Stratify collection activities to maximize cash receipts
• Issue dunning letters to overdue accounts
• Contact customers regarding overdue accounts and determine reasons for non-payment
• Disable platform access when payment is unlikely
• Issue credit hold notifications
• Recommend that accounts be shifted to a collection agency
• Recommend bad debt write-offs
• Maintain accurate records about interactions with customers
• Perform special, ad-hoc projects in Accounting/Finance as requested
• Cook with internal departments (sales operations, customer success, deal desk, etc.) to resolve billing and revenue-related inquiries
• Look for opportunities to improve or replace the Virtual Post Mail process
• Perform month end reconciliation ensuring all billings have been accounted for between Salesforce and Netsuite
• Provide necessary documentation during internal and external audits
• Assist the technical accounting/revenue team with day to day activities

Requirements

• AA Degree in Accounting or related field
• 3+ years experience with collections, invoicing, and/or accounts receivable
• Proficient in working with Salesforce and Netsuite
• Experience working with E-invoicing platforms such as Ariba, Coupa, etc.
• Proficiency with Google Workspace (Google Drive, Docs, Sheets, etc) and Microsoft Office applications
• You’re able to proactively communicate effectively across departments in a remote environment and are used to working towards deliverable deadlines
• Analytical problem-solving skills and a keen eye for detail
• Strong oral and written communication skills and customer service skills is required
• Understanding of the whole order to cash lifecycle from when a quote is signed and contracted to collections
• Knowledge of tax platforms like Avalara or similar

Nice to Haves

• Demonstrated use of AI tools to work more efficiently—whether professionally or personally
• Comfort integrating generative AI into day-to-day workflows to boost productivity, quality, and output.

Pay

The U.S. annualized pay range for this position is $60,000 - $70,000 USD. In addition, certain roles have the opportunity to earn sales-based commissions. Base pay offered within the stated range may vary depending on multiple individualized factors, including job-related skills, professional experience, education and licenses (if applicable), work location and compensation market data. Base pay is just a part of our total rewards program. Placer provides medical, dental and vision coverage as well as flexible time off, 401K and equity awards for certain roles. Your recruiter can share more about the specific salary range for your preferred location during the hiring process.