Overview
This role focuses on accounts receivable (AR) review, collections, and dispute resolution. You will ensure sales orders are invoiced correctly and on schedule, apply client payments promptly, manage past-due accounts, and support month-end close activities.
Responsibilities
- Review and invoice all approved sales orders in NetSuite accurately and on schedule
- Apply incoming client payments promptly and accurately
- Research and resolve billing disputes, short-pays, and unapplied cash, collaborating with internal teams as needed
- Contact customers by phone and email to collect past-due balances and secure payment commitments
- Manage every past-due account in your portfolio through resolution or escalation
- Review AR aging daily to prioritize by balance, age, and risk
- Document all collection activity and customer communications in the AR ticketing system
- Escalate high-risk accounts (including those nearing suspension per collections policy) to the Billing & Collections Manager with a clear summary and recommendation
- Support month-end close by reconciling AR aging to the trial balance
- Identify the correct billing contact when invoices are not reaching the customer, partnering with Sales and Customer Success
- Perform other ad hoc tasks/projects related to the role as directed by the Billing & Collections Manager and/or Global Controller
Requirements
- At least 3 years of accounts receivable, collections, or billing experience, including SaaS or subscription billing
- Experience with an ERP system such as NetSuite, Sage Intacct, or Great Plains
- Demonstrated ability to identify the root cause of a recurring billing or collections problem and fix it
- Strong written and verbal communication skills, including confidence having firm but professional conversations about overdue balances
- Solid attention to detail and accuracy with numbers
- Intermediate Excel skills (e.g., lookups, pivot tables)
- Ability to manage a high volume of accounts (hundreds per month) and shifting priorities
- High school diploma or equivalent
Preferred Qualifications
- Experience with NetSuite
- Experience with Salesforce
- Experience with collections automation or payment portal tools
Compensation & Benefits
- Competitive salary and benefits, including tuition and lifestyle reimbursements
- Flexible PTO policy
- Tuition support
- Mindfulness and fitness initiatives
Location
Not specified in the provided description.