AR/Collections Specialist

About the role

The AR/Collections Specialist manages a high-value accounts receivable portfolio by proactively contacting customers, investigating unpaid or late invoices, and driving resolution to reduce outstanding balances. This role focuses on full-cycle accounts receivable activities, including reviewing aging reports, performing outreach, documenting findings in a CRM system, and collaborating with internal teams to reconcile discrepancies and collect payments where possible.

Responsibilities

• Review and work from an aging accounts receivable report for a portfolio of approximately $10 million to identify outstanding balances and prioritize follow-up actions.
• Conduct high-volume outbound calls and follow-ups with customers and vendors to understand reasons for unpaid invoices and confirm payment status and timelines.
• Document all findings, conversations, and action items in Salesforce or a similar CRM system to ensure accurate tracking and visibility of issues.
• Create and manage CRM tickets to track invoice-related problems and follow them through to resolution.
• Escalate unresolved or complex items to the appropriate project stakeholders across multiple U.S. locations to ensure timely attention and action.
• Partner closely with internal teams to investigate discrepancies, resolve billing issues, and reduce outstanding accounts receivable balances.
• Perform research to identify updated or correct contact information when existing customer or vendor data is incomplete or outdated.
• Support efforts to make a measurable reduction in the accounts receivable backlog during the contract period by consistently following up and closing open items.
• Collect payments directly from customers when possible, and when not, ensure proper escalation, documentation, and next steps are clearly defined.
• Use basic Excel functions such as sorting and filtering to organize aging reports, track follow-up activities, and monitor the status of outstanding invoices.
• Investigate and audit accounts receivable invoices to identify discrepancies, root causes, and opportunities for reconciliation.
• Maintain a customer service–oriented approach during all interactions, handling sensitive conversations with professionalism and clarity.

Essential Skills

• At least 2 years of experience in accounts receivable and/or collections.
• Demonstrated experience working with aging reports and managing full-cycle accounts receivable processes.
• Proven track record of reaching out to customers regarding unpaid or late invoices and driving resolution.
• Customer service–oriented mindset with strong communication skills for outbound calls and follow-ups.
• Hands-on experience with CRM systems; Salesforce preferred, though other CRM platforms are acceptable.
• Strong investigative and problem-solving skills to audit invoices, identify discrepancies, and support reconciliation.
• Ability to handle high-volume follow-ups with professionalism and attention to detail.
• Basic Excel skills, including sorting, filtering, and tracking data to support AR analysis and follow-up activities.
• Self-motivated, disciplined, and comfortable working remotely in a fast-paced environment.

Work Environment

This role operates in a fully remote work environment, allowing you to manage your responsibilities from a home office or other suitable location. You will work primarily with digital tools, including CRM systems such as Salesforce and basic Excel for sorting, filtering, and tracking data. The position supports a fast-paced setting with a high volume of customer outreach and follow-ups, requiring strong self-management and clear communication in a virtual context. Work is aligned with U.S. time zones, with a preference for Pacific or Mountain Time, and interactions with internal teams and customers occur via phone, email, and online collaboration platforms.

Pay

The pay range for this position is $25.00 - $28.00/hr.