Accounts Receivable Specialist

This is a fully remote position, open to applicants in United States.

📋 Description

• Approve Sales Orders that are synced from Salesforce, ensuring they match the order form accurately.

• Review invoices before sending them to customers, ensuring compliance with tax regulations using Avalara.

• Set up Placer as a vendor in third-party portals.

• Upload electronic invoices via customer procurement platforms such as Ariba and Coupa.

• Upload tax exemption certificates to Avalara.

• Assist with the billing email inbox, ensuring prompt responses to both internal and external inquiries.

• Resolve discrepancies in billing and invoicing as necessary.

• Prioritize collection activities to optimize cash receipts.

• Issue dunning letters for overdue accounts.

• Reach out to customers regarding overdue accounts to understand reasons for non-payment.

• Disable platform access when payment is deemed unlikely.

• Issue notifications for credit holds.

• Recommend shifting accounts to a collection agency.

• Suggest write-offs for bad debts.

• Maintain precise records of interactions with customers.

• Undertake special ad-hoc projects in Accounting/Finance as requested.

• Collaborate with internal departments (sales operations, customer success, deal desk, etc.) to address billing and revenue-related inquiries.

• Seek opportunities to enhance or replace the Virtual Post Mail process.

• Conduct month-end reconciliation to ensure all billings are accounted for between Salesforce and Netsuite.

• Provide necessary documentation during internal and external audits.

• Assist the technical accounting/revenue team with daily activities.

⛳️ Requirements

• Associate's Degree in Accounting or a related field.

• Over 3 years of experience in collections, invoicing, and/or accounts receivable.

• Proficient in utilizing Salesforce and Netsuite.

• Experience with e-invoicing platforms such as Ariba and Coupa.

• Proficient with Google Workspace (Google Drive, Docs, Sheets, etc.) and Microsoft Office applications.

• Experience collaborating with cross-functional teams and projects.

• Ability to communicate proactively and effectively across departments in a remote environment, accustomed to meeting deliverable deadlines.

• Strong analytical problem-solving skills and attention to detail.

• Excellent oral and written communication skills along with strong customer service abilities are essential.

• Understanding of the complete order-to-cash lifecycle from quote signing and contracting to collections.

• Familiarity with tax platforms like Avalara or similar systems.

🏝️ Benefits

• Health insurance.

• 401K.

• Flexible time off.

• Equity awards.

• Fully remote.