Accounts Receivable Specialist

Our client is looking for an Accounts Receivable Specialist who will be the main point of contact for finance-related

questions from our clients.

The monthly collections process will be their responsibility which involves late fees, payment reminders, phone calls, managing portal closures, and sending clients to collections.

Responsibilities

• Make outbound calls to remind clients of outstanding invoices
• Send emails through the Salesforce platform to clients for invoicing, and late fees, and to remind them of payments
• Create and send out invoices on the first business day of the month
• Answer 15-20 inbound calls per day to assist clients with billing inquiries
• Respond to client’s email billing inquiries
• Close cases assigned to the Finance Department
• Process automatic payments for clients through Stripe
• Manage the process to send a delinquent client to a collection agency
• Scan checks and apply them to appropriate accounts in Salesforce
• Monitor inbound ACHs and apply the amounts to the correct accounts in Salesforce
• Close delinquent client’s portal access and reopen the portal once outstanding invoices are paid
• Handle the deposits from clients through checks, ACHs, and running automatic payments
• Encourage a direct and positive relationship between the community and the company.

Requirements

• Experience in a Finance or Billing Department preferred
• Experience with Salesforce or other CRM preferred

• Working knowledge of G-Suite and Microsoft Office products
• Ability to maintain regular and punctual attendance;
• Quickly learn new software and use systems accurately and a natural problem solver and are focused on creating solutions;
• You work well independently but understand the importance of teamwork;
• Strong verbal and written communication skills, including the ability to effectively facilitate and adjust communication styles to the audience.
• Ability to be held accountable to the department and organizational numbers, data, and deadlines;
• Ability to quickly pivot, be process-oriented, with high attention to detail;
• Demonstrate and promote non-negotiable integrity and dignity of the individual in an environment of mutual trust and respect;
• Exhibit a commitment to lifelong learning, encourage others to do so, and continue to grow technically and interpersonally to perform the job at the highest levels of competency;
• Encourage a direct and positive relationship between the community and the company.
• MUST be amenable to work in US Timezone

• Sage Accounting software knowledge a plus

System Requirements

• At least 15mbps for the main internet and at least 10mbps for backup
• A desktop or laptop that has an i5 processor with at least 4 GB RAM and an i3 processor for backup
• Note: Back-ups should still be able to function when there is a power interruption
• A webcam
  • Noise-canceling USB Headset
• Quiet, Dedicated Home Office
• Smartphone

Benefits

• Join Our Dynamic Team: Experience our fun, inclusive, innovative culture that values your unique contributions and supports your professional growth.
• Embrace the Opportunities: Seize daily chances to learn, innovate, and excel. Make a real impact in your field.
• Limitless Career Growth: Unlock a world of possibilities and resources to propel your career forward.
• Fast-Paced Thrills: Thrive in a high-energy, engaging atmosphere. Embrace challenges and reap stimulating rewards.
• Flexibility, Your Way: Embrace the freedom to work from home or any location of your choice. Create your ideal work environment.
• Work-Life Balance at Its Best: Say goodbye to stressful commutes and hello to quality time with loved ones. Achieve a healthy work-life integration to perform at your best.