Accounts Receivable Specialist

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

📋 Description

• Oversee the shared billing inbox and address inquiries in accordance with established service level agreements (SLAs).

• Respond to both internal and external customer inquiries related to billing, contracts, payments, and escalations.

• Monitor Slack channels and provide timely responses or acknowledgments to messages.

• Foster and nurture relationships with customers and internal teams.

• Coordinate the setup of customer billing while ensuring adherence to formatting and platform specifications.

• Complete vendor documentation and manage portal setups.

• Maintain billing contact information and collect/upload sales tax exemption certificates.

• Process invoices through customer portals in the required formats.

• Manage the assigned accounts receivable portfolio and follow up on overdue invoices via phone and email.

• Identify and escalate payment-related issues as needed.

• Keep collection notes, generate aging reports, flag accounts at risk, and manage escalations.

• Process payments, credit memos, and rebills; reconcile accounts and address discrepancies.

• Handle overpayments and communicate with canceled customers about refund details.

• Track cancellations and update records in a timely manner.

• Supervise the dunning automation process.

• Assist with quarterly evaluations of bad debt reserves and write-offs.

• Provide monthly updates on high-priority accounts to senior leadership.

• Participate in team meetings and one-on-ones with the Accounts Receivable Manager.

• Undertake additional tasks and special projects as assigned.

⛳️ Requirements

• A minimum of 2 years of experience in Accounts Receivable, Billing, or a related finance role.

• Preferred experience with NetSuite, Tesorio, Maxio, Salesforce (SFDC), and Avalara.

• Knowledge of subscription-based service contracts.

• Advanced Excel skills, including complex formulas, LOOKUP functions, PivotTables, and SUMIF.

• Familiarity with vendor portals and payment processing platforms.

• Exceptional organizational skills and a keen eye for detail.

• Strong written and verbal communication skills.

• Understanding of fundamental accounting principles and billing best practices.

• Basic knowledge of AI tools, with a readiness to adopt them for enhanced process efficiency.

• Ability to manage sensitive information with discretion and confidentiality.

• Comfortable working in a fast-paced, collaborative SaaS environment.

🏝️ Benefits

• Comprehensive health insurance plans, including dental and vision coverage.

• Incentives for wellness initiatives.

• 401(k) plan with employer matching contributions.

• Flexible paid time off policy.

• Quarterly wellness days.

• Paid holidays throughout the year.

• Unique programs to engage employees.

• Opportunities for empowering career growth and success.