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
