Role Description
Snapdocs needs short-term help on collections over the next 2 to 3 months. We need someone who can step in quickly, work through outstanding invoices, follow up with clients professionally, and help the accounting team keep cash collection moving while internal team members ramp into expanded roles.
This is a lean, short-term contract role focused on working past-due invoices and keeping follow-up organized. The person in this seat will:
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Review records in our accounting tools, pull invoice detail, send outreach by email and phone when needed, respond to client questions, and keep the queue current so nothing important gets lost.
What you'll own
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Own a working list of past-due invoices and collection follow-up across assigned accounts.
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Review client records in Rillet, Tabs, or similar systems, pull invoice detail, and confirm what is still outstanding before reaching out.
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Send clear, professional follow-up emails and make calls when needed to move payment forward.
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Keep communication history, status notes, and next steps organized so the team can see what has been worked and what is blocked.
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Respond calmly to client questions, missing-payment claims, and invoice confusion, then route exceptions when they need deeper review.
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Move between outbound follow-up and inbound responses without dropping detail or losing track of priorities.
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Help the accounting team leave the queue in better shape at the end of the engagement than it was at the start.
What success looks like
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Within 2 weeks, you've learned the systems, understand the queue, and can work assigned accounts with light guidance.
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Within 30 days, you're independently sending follow-up, tracking responses, and keeping records current across the accounts you own.
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By the end of the engagement, aged invoices have been actively worked, communication trails are clean, and the internal team can take the process back without cleanup.
Qualifications
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1+ year of AR, collections, billing, or accounting support experience.
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Clear, professional written communication. You can write payment follow-up that is firm, accurate, and easy to understand.
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Comfort following up by email and phone on past-due invoices.
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Strong organization and follow-through across many open threads at once.
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Good judgment when records are imperfect, invoice history is messy, or client responses are unclear.
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Comfort working in an ERP or invoicing system. Experience with QuickBooks, Rillet, Tabs, or similar tools will help.
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Able to stay professional with frustrated or emotional clients.
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Able to ramp quickly in a short-term contract role with limited hand-holding.
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Accounting coursework or a degree is useful, but not required.
AI proficiency at Snapdocs
AI proficiency is a real requirement at Snapdocs. For this role, that means using AI in practical ways that help you draft follow-up, summarize account history, organize next steps, or work faster without losing accuracy.
You should be able to point to real examples of where AI helped you save time, where you still had to check the details yourself, and how you made sure anything client-facing stayed accurate.
Compensation and contract details
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Hourly Range: $26.92/hr - $33.65/hr
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Expected term: 2 to 3 months
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Engagement type: U.S.-based contractor
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This is a short-term contract role focused on immediate business support. Benefits and equity do not apply to this engagement.
Why Snapdocs
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Weβre here to transform one of the most critical and complex industries in the world.
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We value product discipline and clear reasoning.
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Deep ownership of outcomes (not just tasks).
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Straightforward, honest communication.
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Empathy for the people who use our software.
Join Us
Weβre expanding our product suite and the network it connects. To do that, we need people who are excited by complexity, energized by scale, and motivated to make a tangible dent in how the mortgage ecosystem works. If youβre hungry to learn, build, and lead β youβll do the best work of your career here.