Accounts Receivable Specialist (SaaS)

We are seeking an experienced Accounts Receivable Specialist to join our dynamic team. The ideal candidate will have exceptional communication and problem-solving skills, with the ability to thrive in a fast-paced, collaborative environment.

·       Handle the day-to-day accounts receivable functions, including customer billing, adjustments, collections and file validated remittances

·       Monitor aging balance and assess collectability

·       Serve as the primary point of contact for clients regarding account-related inquiries

·       Maintain and update master client billing data, ensuring actuate billing instructions, invoicing requirements and account information for each client

·       Coordinate customer onboarding and account setup to support timely and accurate invoicing and timely receipt of cash through established payment methods

·       Resolve billing discrepancies by coordinating with internal and external stakeholders

·       Review and maintain sales tax exemption certificates and supporting documentation

·       Collaborate with relevant internal and external stakeholders to obtain purchase orders in accordance with the relevant contract, prior to the applicable billing date

·       Provide support during contract negotiation with suggestions and guidance on proper revenue booking and recognition considerations

·       Provide month-end AR close support, including multi-state sales tax reconciliations and analyzing DSO trends

·       Participate in quarterly and annual audits and reviews

·       Drive continuous improvement by evaluating and optimizing AR policies, processes and procedures to enhance efficiency, accuracy, and scalability

·       Perform ad hoc analysis and projects as requested

·       2-5 years of experience in accounts receivable, billing or accounting

·       Experience supporting multi-state sales tax compliance

·       Prior experience working in the SaaS or IT industries

·       Bachelor’s degree in accounting, Finance or related field

·       Experience with Certinia (Financial Force), Avalara or similar accounting systems

·       Strong MS Office skills (Word, Outlook, PowerPoint, and Excel) with advanced experience with Excel skills including VLookups and Pivot Tables

·       Strong knowledge of GAAP including ASC606 Revenue Recognition

·       Experience and desire to automate processes and reconciliations

·       A “roll-up-your-sleeves” attitude with the ability to multi-task and thrive in a fast-paced environment

·       Experience with AR metrics such as DSO, aging and collection performance

·       Proven ability to meet challenging deadlines and prioritize projects

·       Excellent communication (verbal and written), presentation, and interpersonal skills

·       Ability to work independently as a self-starter and problem-solver with minimal direction while still being a team player

·       Strong sense of business ethics, integrity, and discretion

·       Strong attention to detail

·       Ability to use a computer and communicate via video or written means