Accounts Receivable Specialist - 19713

Our client is a Retirement Administration Inc. (RAI), a firm established in 1978, that specializes in designing custom retirement plans—including 401(k), profit-sharing, and cash balance plans—for small business owners.

They have a unique edge in structuring plans that allow for alternative assets such as crypto, private equity, and real estate within self-directed trusts. Their client base includes high-income professionals and investment groups navigating complex tax environments.

They are seeking an Accounts Receivable Specialist to take ownership of collections and resolve backlogs efficiently.

The primary function of this role is to recover outstanding receivables, reduce aging balances, and restore consistent cash flow through proactive collections and account management.

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  Take full ownership of aging accounts receivable (90+ days past due)

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  Execute consistent outbound outreach (calls, emails) to collect outstanding balances

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  Negotiate payment plans and resolve billing discrepancies with clients

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  Maintain detailed records of all collection activities

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  Prioritize high-value and long-outstanding accounts for resolution

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  Collaborate with internal teams to clarify account details and resolve disputes

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  Provide regular reporting on collection progress and remaining backlog

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  Establish and improve AR processes to prevent future backlog issues

• Proven experience in accounts receivable, collections, or billing

• Strong track record of recovering aged receivables

• Excellent communication and negotiation skills

• High level of persistence and follow-through

• Strong organizational and time management skills

• Ability to manage sensitive financial conversations professionally

• Comfortable working independently in a remote environment

• Strong English communication skills

• 2-5 years experience working with financial services, retirement plans, or tax-related products

• Familiarity with high-net-worth or business-owner clients

• Experience handling complex billing structures or service-based invoicing

• Background in reducing large AR backlogs

• Full-time, remote position

• Schedule: Monday–Friday, 9:00 AM – 5:00 PM PST

• Focused, outcome-driven role centered on collections and AR cleanup

• Clear, high-impact objective with measurable success (backlog reduction)

• Opportunity to take ownership of a critical financial function

• Exposure to specialized retirement and tax-advantaged financial structures

• Stable, established company with decades of experience

• Collections professionals who enjoy closing out aged receivables

• Individuals who are persistent, detail-oriented, and results-driven

• Candidates comfortable handling high-value financial conversations

• Self-starters who can take ownership and drive outcomes independently