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