Job Description
ROLE DETAILS
Primary Function Collections: daily outbound follow-ups, payment resolution, AR classification
Secondary Function Billing: Google Sheets/QBO/GHL Operations: data entry, reconciliation, invoicing (expands as we scale to GHL)
Reports To Staff Accountant Manager
Meeting Cadence On demand check-ins with Staff Accountant Manager
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
SCOPE NOTE This hire is brought on to join the Collections team immediately. As operations scale to GHL, the expectation is that this specialist transitions into both Billing and Collections in parallel. Candidates must be comfortable with that growth trajectory from day one as this is not a static role.
