Accounts Receivable Specialist

COLLECTIONS

This is the core daily function. The hire owns this lane from day one.

Conduct daily outbound calls and follow-ups on overdue accounts, disputes, and failed payments

Classify AR accurately - current (current month) vs. non-current (prior periods) — and report daily

Resolve failed payments and autopayments in coordination with the Client Experience Team

Document all call activity: number of calls, disputes handled, total amount collected

Submit daily results to the Staff Accountant Manager before end of day

BILLING

Supports the collections team on data accuracy. Becomes a shared full function as operations expand to GHL.

Perform daily data entry and record transactions in Google Sheets and QBO (eventually GHL only)

Clean up and resolve outstanding AR entries; log all items / adjustments resolved and inputted

Post incoming payments (bank transfers, checks, online, credit card) to correct customer accounts

Reconcile bills / online payments with QBO entries ; resolve discrepancies promptly

Generate and issue invoices per scheduled, and ad hoc / off-cycle cadence

Prepare and submit daily reconciled AR reports to the Staff Accountant Manager

WHAT WE'RE LOOKING FOR

• Experience in accounts receivable, collections, or a similar finance operations role
• Proven track record with high-volume outbound follow-ups and escalated collection resolutions
• Proficient in QuickBooks Online (QBO) Advanced; familiarity with GHL is a strong plus
• Moves fast and confidently in spreadsheets
• Tech-ready with no equipment constraints - reliable setup, fully operational from day one, no interruptions

CHARACTER & WORK STYLE

• Problem-solver by default: when something breaks, the first move is what am I going to do about this - not depending on solutions outside of their control
• Highly independent in execution but a strong collaborator when it counts
• Actively seeks feedback and takes it well - coachable
• Always looking for the better way: curious about process improvements, open to new tools, and documentation is next to second nature
• No constraints in the work - no excuses around tools, access, or setup; shows up ready