Accounts Receivable Specialist II

Overview

This role is responsible for processing billing and supporting efficient collections operations. The position includes reviewing contracts, processing sales orders, invoicing, and performing proactive collections activities. You will maintain clear communication with customers and internal teams to support accurate billing and strong cash flow.

Responsibilities

Billing Operations

• Review opportunities and contracts in Salesforce and other source systems to ensure accurate billing setup.
• Approve sales orders and ensure all products and services are billed accurately in NetSuite.
• 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 collection 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 collection 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 communication with customers.

Requirements

• 2–5 years of experience in billing and collections, with a strong understanding of accounts receivable processes.
• Proficiency in Salesforce and NetSuite (or similar systems) 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

• Medical, dental, vision, life, and LTD insurance
• HSA
• 401(k) retirement plan

Location

• Not specified