Accounts Receivable Specialist II

Overview

This role supports the Billing and Collections function by processing billing activities and ensuring efficient collections operations. Responsibilities include reviewing contracts, processing sales orders, and managing invoicing, along with proactive collections outreach and clear communication with customers and internal teams.

Responsibilities

Billing Operations

• Review opportunities and contracts in Salesforce (SF) and other source systems to ensure accurate billing setup.
• Approve sales orders and ensure all products and services are billed accurately in NetSuite (NS).
• Submit invoices through customer portals and send invoices directly to customers.
• Perform account reconciliations to verify billing accuracy and resolve discrepancies.
• Handle expense billing to ensure all relevant costs are included in customer invoices.

Collections Activities

• Update Salesforce or relevant systems with detailed collections notes to maintain accurate records of customer interactions.
• Collaborate with the billing team on escalations and address billing-related questions.
• Forecast cash flow by analyzing collections data and identifying trends.
• Address sales escalations related to aged receivables and work with sales teams to resolve outstanding issues.
• Conduct regular collections meetings with sales teams to align strategies and priorities.
• Issue demand letters for overdue accounts and manage the distribution of account statements.
• Manage account automations related to statement distribution to ensure timely customer communication.

Requirements

• Experience in billing and collections, with a strong understanding of accounts receivable processes (minimum 2–5 years).
• Proficiency in Salesforce and NetSuite, or similar systems, with the ability to manage billing and collections activities within these platforms.
• Strong analytical skills to forecast cash flow and identify trends in collections data.
• Excellent communication and interpersonal skills to work effectively with customers and internal teams.
• Ability to manage multiple tasks and prioritize effectively in a fast-paced environment.

Compensation & Benefits

• Salary range (local currency): 47,600.00 - 71,400.00
• Base pay offered may vary based on job-related knowledge, skills, experience, and other eligibility factors including geographic location.
• Total Rewards package includes competitive base pay and an opportunity to enroll in benefit programs generally including:
  • Health insurance, flexible spending accounts, health savings accounts
  • Retirement savings plans
  • Life and disability insurance programs
  • Programs providing for both paid and unpaid time away from work
• Benefits package includes medical, dental, vision, life and LTD insurance, HSA, and a 401(k) retirement plan.

Location

Not specified in the provided description.