Jobs · Finance

AR/Collections Clerk - Contract

Snapdocs · San Francisco, CA · 1 wk ago
RemoteRemoteFinance$26.92–$33.65/hrContract

Snapdocs is transforming the U.S. mortgage market—a $14 trillion pillar of the economy—by replacing fax machines, overnight shipping, and manual workflows with a platform that powers 20% of all real estate closings. Our software and AI-driven automation connect lenders, settlement teams, notaries, and investors to eliminate friction, reduce risk, and deliver faster, simpler closings. Trusted by the largest mortgage lenders and independent title companies, we solve real operational pain with empathy, rigor, and reliability. Backed by Sequoia, Y Combinator, and F-Prime, we’re building for the long term.

About the role

Snapdocs needs short-term help on collections over the next 2 to 3 months. This role involves stepping in quickly to work through outstanding invoices, follow up with clients professionally, and help the accounting team maintain cash collection momentum while internal team members ramp into expanded roles.

Responsibilities

  • Own a working list of past-due invoices and collection follow-up across assigned accounts.
  • Review client records in Rillet, Tabs, or similar systems, pull invoice detail, and confirm what is still outstanding before reaching out.
  • Send clear, professional follow-up emails and make calls when needed to move payment forward.
  • Keep communication history, status notes, and next steps organized so the team can see what has been worked and what is blocked.
  • Respond calmly to client questions, missing-payment claims, and invoice confusion, then route exceptions when they need deeper review.
  • Move between outbound follow-up and inbound responses without dropping detail or losing track of priorities.
  • Help the accounting team leave the queue in better shape at the end of the engagement than it was at the start.

What Success Looks Like

  • Within 2 weeks, you've learned the systems, understand the queue, and can work assigned accounts with light guidance.
  • Within 30 days, you're independently sending follow-up, tracking responses, and keeping records current across the accounts you own.
  • By the end of the engagement, aged invoices have been actively worked, communication trails are clean, and the internal team can take the process back without cleanup.

Requirements

  • 1+ year of AR, collections, billing, or accounting support experience.
  • Clear, professional written communication—able to write payment follow-up that is firm, accurate, and easy to understand.
  • Comfort following up by email and phone on past-due invoices.
  • Strong organization and follow-through across many open threads at once.
  • Good judgment when records are imperfect, invoice history is messy, or client responses are unclear.
  • Comfort working in an ERP or invoicing system. Experience with QuickBooks, Rillet, Tabs, or similar tools is helpful.
  • Able to stay professional with frustrated or emotional clients.
  • Able to ramp quickly in a short-term contract role with limited hand-holding.
  • Accounting coursework or a degree is useful but not required.
  • Real AI usage in day-to-day work—able to explain where AI helps you move faster and how you check the output before it goes out.

AI Proficiency at Snapdocs

AI proficiency is a real requirement at Snapdocs. For this role, that means using AI in practical ways to draft follow-up, summarize account history, organize next steps, or work faster without losing accuracy. You should be able to point to real examples of where AI helped you save time, where you still had to check the details yourself, and how you ensured anything client-facing stayed accurate.

Pay

Hourly Range: $26.92/hr - $33.65/hr

Schedule

Expected term: 2 to 3 months

Engagement type: U.S.-based contractor

This is a short-term contract role focused on immediate business support. Benefits and equity do not apply to this engagement.

Why Snapdocs

We’re transforming one of the most critical and complex industries in the world, requiring a team that is curious, driven, thoughtful, and practical. We value:

  • Product discipline and clear reasoning
  • Deep ownership of outcomes (not just tasks)
  • Straightforward, honest communication
  • Empathy for the people who use our software

This is a place for people who want to solve hard, meaningful problems with real economic impact—not just ship features.

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