Accounts Receivable Client Onboarding And Customer Specialist

Summary

Reporting to Billing & Collections Manager the position will be the primary point of contact for a variety of AR related activities focused on resolving client communications regarding billing and collections inquiries, as well as internal requests regarding the same. This role will be responsible for overseeing all vendor onboarding and third-party platform management. With an emphasis on prompt and accurate communications the ideal candidate will be able to strictly adhere to our companies SLA standards and ensure every message is escalated accordingly if it cannot be actioned in real time directly. You will work as part of a growing team at a well-funded growth-stage tech company, and you will have direct communications with clients and a number of internal teams. There will be significant opportunity to advance your career as the company scales.

Qualifications

• Preference for a candidate with a BCOM / MCOM/ BBA / MBA in Finance.
• 1+ years of experience in O2C collections, Revenue recognition & reconciliation and Email Queue or Case Management.
• Preference for candidates who have worked with Salesforce and NetSuite.
• Primary Skills: Excellent Written and Verbal Communication, Data Management, Customer Service, Billing and Collections Experience, Problem Solving and Multitasking.
• Secondary Skills: Time Management Skills, Ownership of case management, Excel and Gsuite.

Key Responsibilities

• Email Queue Management: Will be responsible for keeping the combined Billing & Collections email queue within 24 business hours SLA; the candidate will work as the primary point of contact for all new email threads to ensure routine questions and vendor onboarding requests are dealt with in a timely manner or escalated internally where appropriate. Existing threads will be assigned and connected to the dedicated AR Lead or Biller where applicable and appropriate. Some specific responsibilities include but are not limited to:
  • The Queue Specialist will handle the completion of Banking Forms and provide other such Financial documentation such as W9’s, Tax Certificates, etc. – any forms requiring internal escalation, the Queue Specialist will manage the corresponding case until the client or internal contact is provided what is needed.
  • The Queue Specialist will resubmit invoices through the billing system by email or by vendor portal as needed if the client provides updated billing information post sale/renewal.
  • The Queue Specialist will respond to u