Accounts Receivable Specialist

This is a fully remote position, open to applicants in New York.

📋 Description

• Prepare and manage invoices for both new and recurring clients.

• Keep customer and billing records updated in CRM and accounting systems.

• Investigate and resolve any discrepancies between different systems.

• Offer customer service and support to clients.

• Provide necessary documentation including W-9s and statements.

• Assist in ensuring sales tax compliance by collecting and reconciling transaction data.

• Maintain exemption documentation and help with filing processes.

• Work collaboratively with internal departments on billing issues and invoice-related questions.

• Support and uphold the organization’s cash application process.

• Research sales tax regulations by state and local jurisdictions.

• Document findings and escalate queries for further review.

⛳️ Requirements

• Entry-level experience in billing, accounts receivable, accounting, or finance operations; relevant internships, coursework, or equivalent experience are acceptable.

• Basic knowledge of invoices, payment terms, accounts receivable, and account reconciliations.

• Proficient in Excel or Google Sheets, including skills in sorting, filtering, and using formulas.

• Strong attention to detail and comfort when working with numerical data.

• Capability to investigate discrepancies, pinpoint potential causes, and resolve them efficiently.

• Clear and professional communication skills, both written and verbal.

• Well-organized and reliable, with the ability to manage recurring tasks and adhere to deadlines.

• Quick learner of new business software and systems.

• Preferred experience in SaaS billing, recurring invoices, or B2B customer interactions.

• Preferred familiarity with ERP/accounting systems, CRM software, or sales tax software such as NetSuite or Salesforce.

• Preferred exposure to sales tax support, tax exemption certificates, or research on tax regulations.

• Advanced skills in Excel or Google Sheets are preferred.

• Coursework or a degree in accounting, finance, business, or information systems is preferred.

• Preferred experience with multi-currency billing or international customer dealings.

🏝️ Benefits

• Competitive compensation.

• Multiple high-quality medical plan options with significant employer contributions toward premiums.

• Health coverage beginning on day one.

• Short-term and long-term disability insurance.

• Supplementary life insurance.

• 401(k) plan with employer match that vests immediately.

• Annual reimbursement for professional memberships.

• Opportunities for conference attendance and continued learning.

• Self-managed paid time off (PTO).

• 10 paid holidays.

• Monthly internet stipend.

• Company-issued laptop.

• One-time stipend for home office setup.

• Fully remote work environment.

• Virtual events and annual retreats.

• Locally compliant, competitive benefits for global teammates via EOR partners.