Accounts Receivable Specialist

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CARET

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Empowering professionals with the latest practice management technology & automation to create space for what matters.

Law Practice Management Software • Attorney Software • Cloud Computing • Disaster Recovery • Virtual Office

201 - 500

Description

•Drive collections from customers resulting in reduced DSO and reduced customer credits •Increase the percentage of customers paying via low cost payment methods (i.e. ACH) and increase the percentage of customers paying via auto payment/auto draft •Assist with generating and distributing invoices and cash application of customer payments as needed •Reconcile accounts to ensure that all payments are accounted for and properly posted. •Serve as the primary point of contact for customer questions, by researching and resolving billing, and payment queries. •Maintain and update customer records to ensure timely and accurate invoice and dunning message delivery and proactively ensure customer payment information remains up to date •Generate recurring customer account ageing and activity reports to ensure alignment and accountability with team leadership. •Assist with month-end closing and account reconciliations. •Collaborate with other departments to ensure smooth invoicing and payment processes. •Support audits and provide necessary documentation as required. •Assist with credit and collections functions, including credit risk analysis and reporting. •Maintain compliance with financial policies and procedures.

Requirements

•Bachelor’s degree in Accounting, Finance, or a related field (preferred). •Proven experience as an Accounts Receivable Specialist, Clerk, or similar role, in a B2B sales environment, preferably for software products •Experienced with NetSuite and salesforce.com •Strong Microsoft Excel skills required •Strong understanding of basic accounting principles. •Excellent attention to detail and accuracy in financial data entry and analysis. •Strong communication, problem-solving, and negotiation skills. •Proven ability to drive exceptional outcomes for the business while providing a positive customer experience •Ability to work independently and as part of a team. •High level of integrity and ability to handle confidential information.

Benefits

•Flexible PTO •Summer Fridays •No meeting Fridays •Medical, Dental, Paid Sick Days, Vision, and Supplemental Coverage •Flexible Spending Account •Health Savings Account •401(k) match