Cash Application Specialist

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

📋 Description

• Process and record customer payments (checks, ACH, wire transfers, credit cards, Autopay).

• Reconcile payments with invoices and address discrepancies or unapplied funds.

• Keep precise records of cash receipts and account modifications.

• Work in conjunction with collections, sales, and customer service teams to resolve payment-related issues.

• Conduct daily reconciliations and generate reports on cash application activities.

• Investigate and resolve issues related to short payments, misapplied funds, and deductions.

• Provide assistance with collections, chargebacks & disputes, and the posting of virtual payments as necessary.

• Collaborate effectively and build strong relationships across the organization with Sales, Sales Operations, Revenue, Professional Services, and Customer Success teams.

⛳️ Requirements

• 2–3+ years of experience in cash application or accounts receivable.

• Experience with Salesforce and NetSuite is preferred.

• Strong attention to detail and analytical capabilities.

• Excellent customer service orientation and interpersonal skills.

• High proficiency or fluency in English (both written and verbal).

• Exceptional critical thinking, analytical, and problem-solving skills.

• Familiarity with banking procedures and online payment platforms.

• Strong communication and problem-solving skills.

• Experience with Microsoft Excel is essential, with a preference for proficiency in VLOOKUP, pivot tables, and basic formulas.

🏝️ Benefits

• Equal-opportunity employer that values diversity at all levels.

• Consideration for employment without regard to race, color, religion, gender, national origin, age, sexual orientation, gender identity, disability, or veteran status.