Accounts Receivable Specialist
4 days ago
Role & responsibilities
- Prepare and issue client invoices accurately and on schedule, ensuring adherence to company policies and guidelines
- Review billing details for accuracy, investigate any issues, and address discrepancies
- Manage accounts receivable by regularly reviewing aging reports and actively following up on outstanding balances
- Engage with customers to resolve payment concerns and respond promptly to billing-related inquiries
- Maintain the accuracy of AR records through regular reconciliations and support audit preparation as needed
- Work closely with internal departments (Sales, Legal, Customer Success) to investigate and resolve billing disputes
- Evaluate the credit profiles of new clients, set credit limits, and periodically reassess existing limits
- Keep detailed and organized records of receivables, communications, and adjustments
- Ensure billing and collection practices comply with internal controls, tax requirements, and accounting standards
- Identify patterns in receivables to improve collection strategies and support continuous process improvement
- Provide responsive, solution-oriented service to clients on billing, payments, and contract matters
- Assist with documentation of internal finance controls, support sales tax filing (Canada/USA), and perform basic reconciliations
- Actively monitor shared billing and credit mailboxes, ensuring timely and accurate follow-up on all inquiries.
Preferred candidate profile
- 3+ years of experience in Accounts Receivable, preferably in a SaaS or multi-entity environment
- Hands-on experience using Salesforce Billing Cloud to manage invoicing and customer accounts
- Proficient in end-to-end AR processes, including invoicing, collections, cash application, and dispute resolution
- Strong communication and collaboration skills, with the ability to work cross-functionally across Finance, Sales, and Legal
- Advanced Excel skills, including pivot tables, VLOOKUP/XLOOKUP, conditional formatting, data validation, and large dataset analysis
- Detail-oriented and analytical, with the ability to manage AR aging reports and drive timely collections
- Familiarity with multi-currency transactions, tax compliance (GST/HST, USA State taxes), and working in a fast-paced, remote SaaS environment.
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