Job Description
Accounts Receivable Specialist
Summary:
We are seeking an Accounts Receivable Specialist to support the collections function for IX ONE, a SaaS business. This role will be responsible for contacting clients with past due receivables, identifying and solutioning on billing issues, and recording customer payments.
This role requires a basic understanding of accounting principles, accounts receivable and cash application, customer service, collections, problem-solving and negotiation. The successful candidate will have the ability to work under tight deadlines and manage multiple tasks. A strong attention to detail, flexibility, tactfulness, and ability to handle a high volume of work is a requirement to be successful. This position will report to the Accounts Receivable Supervisor.
Responsibilities:
Collaborate cross-functionally with Accounting, Sales Operations, and Customer Success to resolve billing discrepancies and improve collection effectiveness.
Conduct professional and courteous outbound collection calls and emails while maintaining a strong customer service focus.
Research billing issues and communicate results to Customers and Internal Stakeholders.
Analyze weekly Aged Receivables Reports to identify those clients who need to be contacted. Review open accounts for collection efforts.
Keep AR systems and customer databases current, ensuring data accuracy across all platforms.
Generate and maintain internal records that detail the status of Accounts Receivable.
Create customer billing schedules and monitor customer payment arrangements.
Deliver exceptional customer service while keeping goals and metrics in mind.
Perform other related duties as assigned.
Experience and Skills:
The ideal candidate will have a minimum of 2 years of corporate accounts receivable experience including interaction with a large customer base
Two years B2B collections experience; background in SaaS or subscription billing models and accounting principles preferred
Strong communication, problem-solving and analytical skills required
Creative, self-disciplined and capable of identifying and completing critical tasks independently
Flexibility to work in a fast-paced environment
Strong attention to detail in composing, typing and proofing materials, establishing priorities and meeting deadlines
Ability to handle sensitive and confidential information
Able to organize daily workload and work independently
Demonstrated ability to manage remote teams and work across time zones
Proficiency in Microsoft Office including Excel & Word
Proficiency in ERP, billing, and collections systems (NetSuite, SalesForce, YayPay) preferred
