[Hiring] Accounts Receivable Specialist @SOCi

Role Description

The AR Specialist is responsible for managing the full scope of the accounts receivable process, including:

• Responding to customer inquiries
• Overseeing invoice delivery
• Monitoring account portfolio for timely payment
• Supporting customer onboarding related to billing

This role requires a customer-centric and proactive communicator with strong attention to detail and the ability to manage multiple priorities efficiently. The AR Specialist will collaborate cross-functionally with Customer Success, Sales, and internal Finance teams to ensure a seamless and accurate billing and collection process, ensuring strong cash flow.

Qualifications

• 2+ years of experience in Accounts Receivable, Billing, or related finance role
• Experience with NetSuite, Tesorio, Maxio, Salesforce (SFDC), and Avalara preferred
• Familiarity with subscription-based service contracts
• Advanced proficiency with Excel including complex formulas, LOOKUP functions, PivotTables, and SUMIF
• Experience with Vendor portals and payment platforms
• Strong organizational skills with excellent attention to detail
• Effective written and verbal communication abilities
• Understanding basic accounting principles and billing best practices
• Basic knowledge of AI tools with willingness to adopt for process efficiency
• Ability to handle sensitive information with integrity and confidentiality
• Comfortable in a fast-paced, collaborative SaaS environment

Requirements

• Manage the shared billing inbox, assigning and responding to inquiries within established SLAs
• Address questions from internal and external customers regarding billing, contracts, payments, and escalations
• Actively monitor Slack channels and respond or acknowledge messages promptly
• Build and maintain strong working relationships with customers and internal teams
• Coordinate customer billing setup, ensuring compliance with formatting and platform requirements
• Complete vendor forms and portal setups, including payment of applicable membership fees
• Maintain up-to-date billing contacts to ensure accurate invoice delivery
• Collect and upload sales tax exemption certificates
• Submit invoices to customer portals weekly, bi-weekly, or monthly in required formats
• Proactively manage assigned AR portfolio, following up on outstanding invoices via phone and email
• Identify and escalate payment issues before they become delinquent
• Maintain accurate collection notes and support resolution in line with internal policies
• Prepare aging reports, flag at-risk accounts, and process escalations as needed
• Timely and efficient collections of assigned portfolio of accounts
• Apply payments, credit memos, and rebills; reconcile accounts and identify and correct any discrepancies
• Manage overpayments and communicate with cancelled customers for refund information
• Monitor customer cancellations and ensure updates are made promptly
• Oversee the dunning automation process for assigned accounts
• Assist in quarterly bad debt reserves and write-off activities
• Provide monthly updates on high-priority accounts for senior leadership review
• Attend and actively participate in team meetings and 1:1s with the AR Manager
• Complete additional tasks and special projects as assigned

Benefits

• Comprehensive Benefits Package (full-time permanent, non-contract roles only)
• Health insurance plans, dental, and vision
• Wellness incentives
• 401(k) plan with employer match
• Flexible Work Environment (full-time, non-contract roles only)
• Flexible paid time off
• Quarterly wellness days
• Paid holidays
• Unique employee engagement programs
• Empowering Career Growth and Success