AR & Collections Associate

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

📋 Description

• Oversee a substantial portfolio of B2B accounts, concentrating on proactive monitoring and initial outreach for lower-tier overdue accounts.

• Reach out to customers through email and phone regarding outstanding invoices while maintaining a professional and supportive attitude.

• Leverage understanding of payment cycles and customer behavior to aid in cash forecasting and provide predictability for expected weekly/monthly collections.

• Adopt an AI-friendly approach and showcase a readiness to quickly learn and effectively integrate new automation tools into daily processes.

• Track aging reports and furnish regular updates to Finance Leadership on collection progress and potential bad debt concerns.

• Detect and resolve billing discrepancies or customer issues that could be hindering payment by closely collaborating with Sales, Renewals, and Operations teams.

• Ensure that all collection activities and customer interactions are precisely documented in the ERP/CRM systems (NetSuite, Salesforce).

• Record daily customer payments by processing cash, checks, and credit card transactions.

• Utilize basic knowledge of contracts to comprehend customer payment terms and identify any account discrepancies.

• Communicate effectively with Sales, Operations, and Finance teams.

• Engage in Governance calls and manage ad hoc projects as assigned.

⛳️ Requirements

• Bachelor’s degree in accounting, finance, or a related field.

• 1-2 years of experience in accounts receivable and collections may replace educational qualifications.

• Fundamental understanding of sales contracts and typical payment terms.

• Willingness to work an early shift to provide support for European time zones.

• Intermediate to advanced proficiency in Excel.

• Excellent analytical, organizational, verbal and written communication, and interpersonal skills.

• Self-driven with the capability to multitask and thrive in a fast-paced environment.

• Familiarity with automation tools and processes is a plus.

• Flexibility and adaptability to navigate frequent changes in a rapidly growing company.

🏝️ Benefits

• JumpCloud® is an equal opportunity employer.

• Opportunities for professional development.

• Flexible work arrangements.