Accounts Receivable Specialist (SaaS)

Accounts Receivable Specialist

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.

Key Responsibilities:

• 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