Accounts Receivable Clerk

Overview

This role supports the order-to-cash process by processing and reviewing sales orders for accuracy before they move forward to billing and invoicing. The Accounts Receivable Clerk ensures each order is accurate, complete, properly approved, and aligned with customer account status, payment terms, pricing, and company policies.

Responsibilities

• Process and review sales orders for accuracy and completeness, including pricing, discounts, taxes, payment terms, billing details, and potential discrepancies.
• Confirm customer account status, outstanding balances, payment history, and collection notes before processing and routing orders.
• Validate purchase orders, contracts, approvals, tax details, and required supporting documents.
• Identify missing information, duplicate orders, billing discrepancies, incorrect payment terms, pricing issues, and contract mismatches before invoice generation.
• Coordinate with cross-functional teams to resolve order issues promptly, with a focus on accuracy and clear communication.
• Support customer account reconciliations, invoice corrections, credit memos, payment application, and payment-related inquiries.
• Maintain accurate records of processed and reviewed orders, approvals, communications, and issue resolutions.
• Support month-end close by ensuring all orders are processed, reviewed, and approved and ready for accurate and timely billing.
• Follow internal controls, company policies, documentation standards, and compliance procedures related to sales orders and receivables.
• Recommend process improvements to reduce billing errors, improve order accuracy, and strengthen the order-to-cash workflow.

Requirements

• Experience in Accounts Receivable, billing, order management, finance operations, collections, or a related administrative finance role.
• Strong understanding of invoices, payment terms, customer balances, credit holds, collections activity, account reconciliation, and billing workflows.
• Ability to process and review sales orders, purchase orders, contracts, customer records, and account documentation with a high level of accuracy.
• Excellent attention to detail, including the ability to quickly spot discrepancies, missing information, and potential billing issues.
• Strong organizational, analytical, and problem-solving skills.
• Clear and professional communication skills with internal teams and, when needed, customers.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• Proficiency with Microsoft Excel, Google Sheets, accounting systems, ERP platforms, or CRM/order management tools.

Preferred Qualifications

• Experience with NetSuite and Salesforce, or similar ERP, CRM, billing, or accounting systems.
• Knowledge of order-to-cash, cash application, and collections.
• Experience supporting billing deadlines, month-end close, invoice adjustments, or credit memo processing.
• Ability to document processes, track exceptions, and follow up on open order or billing issues.

Compensation & Benefits

• Competitive compensation.
• Full-time employees participate in an ownership program.
• Flexible remote, hybrid, and in-office collaboration options vary by role, team, and location.
• Generous time off, including local holidays and an annual “Dim the Lights” period in late December.
• Comprehensive wellness programs and mental health support.
• Learning and development resources, including professional development tools and tuition reimbursement.
• Tools and technology needed to do your best work.
• Employee recognition program.

Additional Information

• Applicants must pass a background check as part of the hiring process.
• Identity verification measures may be used. Candidates may be asked to verify their legal name, current physical location, and provide a valid contact number and residential address, in accordance with local data privacy laws.
• Misrepresentation of personal or professional information may result in disqualification.
• Equal Opportunity Employer; compliance with applicable employment and anti-discrimination laws in every country where the employer operates.