Accounts Receivable Specialist

Responsibilities

• Manage daily customer invoicing, including invoice generation, tracking, file maintenance, scanning, mailing, and documentation of item, SKU, and serial numbers.
• Prepare and distribute customer invoices, account statements, and account reconciliations.
• Perform collections activities by contacting customers via phone and email regarding outstanding balances and payment status.
• Process monthly recurring billing and ensure timely and accurate invoicing.
• Identify and implement process improvements and automation opportunities to enhance efficiency and accuracy.
• Maintain a professional and customer-focused approach in all customer interactions.
• Review and reconcile billing for service tickets and coordinate processing.
• Partner with the Sales Operations team to facilitate sales order creation and ensure billing accuracy.
• Reconcile monthly managed services billing.
• Collaborate with Sales Operations to establish new customer accounts and maintain customer records.
• Support customer credit requests, return authorizations, and product replacement processes.
• Maintain and update the Open Sales Orders by Account Manager and Customer report for daily and month-end reporting.
• Prepare and distribute ad hoc reports to support business and operational needs.
• Perform sales tax reconciliations and download reporting data.
• Aid in month-end financial close activities and reporting requirements.
• Prepare and maintain month-end billing and accounts receivable reports.

Qualifications

• Experience in accounts receivable, billing, collections, and account reconciliations.
• Proficiency with ERP and business systems such as NetSuite, Salesforce, ConnectWise, QuoteWerks, and Avalara preferred.
• Strong analytical, organizational, and problem-solving skills.
• Excellent communication and customer service abilities.
• Ability to manage multiple priorities in a fast-paced environment while maintaining a high degree of accuracy.
• Team-oriented mindset with a commitment to collaboration and continuous improvement.

Benefits

• Medical/dental/vision
• 401k
• Paid Time Off (PTO)