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Accounts Receivable

Levels

Accounts Receivable Associate

The Accounts Receivable Associate reports to the Sr. Manager, Billing.

Accounts Receivable Associate Job Grade

The Accounts Receivable Associate is a grade 5

Accounts Receivable Associate Responsibilities

  • Assist AR Team with low-moderate collections issues and escalations
  • Support posting of cash receipts and report preparation
  • Support collections of accounts under 10K
  • Coordinate with Sr. AR Specialist on weekly collections goals and prioritization
  • Support AR Lead with AR projects and system optimization targets
  • Perform additional duties as assigned

Accounts Receivable Associate Requirements

  • 1-2 years accounts receivable experience
  • 1-2 years in SaaS/software preferred
  • Ability to work and achieve deadlines independently
  • Solid understanding of accounts receivable and financial concepts
  • Strong analytical and problem-solving skills
  • Strong working knowledge of business systems
  • Excellent verbal and written communication skills and ability to collaborate with cross-functional teams.
  • Able to work in stressful situations with firm deadlines
  • Knowledge in Zuora Billing, Salesforce CRM, Google Suite (Gmail, Docs, Sheets, etc.) required
  • Knowledge in Slack preferrred
  • You share our values, and work in accordance with those values.
  • Ability to use GitLab

Accounts Receivable Specialist

The Accounts Receivable Specialist reports to the Sr. Manager, Billing.

Accounts Receivable Specialist Job Grade

The Accounts Receivable Specialist is a grade 6

Accounts Receivable Specialist Responsibilities

  • Extends that of the Accounts Receivable Associate responsibilities
  • Assist billing team with day to day escalations
  • Post customer cash receipts and support with month end reconciliation reporting
  • Support collections of accounts by contacting customers as needed and make recommendations for account escalations
  • Support cash receipt forecasting goal/actual reporting
  • Manage global AR portfolio of all billing accounts less than 100K USD
  • Coordinate with AR Lead on weekly collections goals
  • Support AR Lead with AR projects and system optimization targets
  • Perform additional duties as assigned

Accounts Receivable Specialist Requirements

  • Extends that of the Accounts Receivable Associate requirements
  • 5+ years accounts receivable experience
  • 1-2 years in SaaS/software preferred
  • Ability to work and achieve deadlines independently
  • Solid understanding of accounts receivable and financial concepts
  • Strong analytical and problem-solving skills
  • Strong working knowledge of business systems
  • Excellent verbal and written communication skills and ability to collaborate with cross-functional teams.
  • Able to work in stressful situations with firm deadlines

Senior Accounts Receivable Specialist

The Senior Accounts Receivable Specialist reports to the Sr. Manager, Billing.

Senior Accounts Receivable Specialist Job Grade

The Senior Accounts Receivable Specialist is a grade 7

Senior Accounts Receivable Specialist Responsibilities

  • Extends that of the Accounts Receivable Specialist responsibilities
  • Assist billing team with day to day escalations
  • Audit, reconcile, post, and record all incoming payments from multiple sources, ACH, wires, and online payment
  • Oversees collections of accounts by contacting customers as needed to assist AR staff, making recommendations for adjustments to credit limits and payment terms, negotiating and resolving conflicts, and expediting payments.
  • Manage the generation of weekly accounts receivable and cash receipts forecast
  • Maintain accounts receivable operational standard by performing strategic review and reporting of AR portfolio and performance metrics
  • Manage global AR portfolio of all billing accounts greater than 100K USD
  • Coordinate collection efforts for collections team with support of Sr. Management
  • Support Sr. Manager with building the credit policies and procedures for the Finance Organization
  • Perform month end reconciliation of cash receipts, accounts receivable, customer cash on account, allowance for doubtful accounts, and bad debt
  • Perform additional duties as assigned

Senior Accounts Receivable Specialist Requirements

  • Extends that of the Accounts Receivable Specialist requirements
  • 5+ years accounts receivable experience
  • 1-2 years accounts receivable supervisory experience
  • 1-2 years in SaaS/software preferred
  • CBA Preferred
  • Proven ability to perform strategic planning and set priorities for an AR department
  • Ability to work and achieve deadlines independently
  • Proven track record for improving processes and problem- solving
  • Strong leadership skills with an ability to coach and motivate
  • Solid understanding of accounts receivable and financial concepts
  • Strong analytical and problem-solving skills
  • Strong working knowledge of business systems
  • Excellent verbal and written communication skills and ability to collaborate with cross-functional teams.
  • Able to work in stressful situations with firm deadlines

Performance Indicators

Career Ladder

The next step in the Accounts Receivable job family is to move to the Revenue Accounting job family.

Hiring Process

Candidates for this position can expect the hiring process to follow the order below. Please keep in mind that candidates can be declined from the position at any stage of the process. To learn more about someone who may be conducting the interview, find their job title on our team page.

  • Qualified candidates will be invited to schedule a 30 minute screening call with a member of the Recruitment team
  • Then, candidates will be invited to schedule a 45 minute interviews with the Hiring Manager and a 30 minute interview with a Peer
  • Finally, candidates will be invited to a 45 minute interview with a member of the Executive team.

See more details about our interview process here.

Compensation Calculator

To find out more about the compensation for this role, please join our talent community first. Once you've joined, you'll be able to sign up here to view our compensation calculator. Be sure to use the same email address for both.

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