Accounts Receivable Specialist, SOCi

• 2+ years of experience in Accounts Receivable, Billing, or related finance role
• Familiarity or working experience with subscription-based service contracts is a must
• Advanced proficiency with Microsoft Excel including complex formulas, LOOKUP functions PivotTables, and SUMIF
• Experience with Vendor portals and payment platforms
• Strong organizational skills with excellent attention to detail
• Effective written and verbal communication abilities
• Basic knowledge of AI tools with willingness to adopt for process efficiency
• Ability to handle sensitive information with integrity and confidentiality
• Comfortable in a fast-paced, collaborative SaaS environment
• Willing to adapt to changes in the job description as deemed necessary by the business and accept all other duties as assigned
• Bachelor’s or diploma in accounting, business administration, or related field

Desirable

• SOCi, the leader in AI-powered marketing solutions for multi-location businesses, is currently looking for an experienced Accounts Receivable Specialist. The AR Specialist is responsible for managing the full scope of the accounts receivable process, including responding to customer inquiries, overseeing invoice delivery, monitoring account portfolio for timely payment, and supporting customer onboarding related to billing
• This role requires a customer centric and proactive communicator with strong attention to detail and the ability to manage multiple priorities efficiently. The AR Specialist will collaborate cross-functionally with Customer Success, Sales, and internal Finance teams to ensure a seamless and accurate billing and collection process, ensuring strong cash flow
• Manage the shared billing inbox, assigning and responding to inquiries within established SLAs
• Address questions from internal and external customers regarding billing, contracts, payments, and escalations
• Actively monitor Slack channels and respond or acknowledge messages promptly
• Build and maintain strong working relationships with customers and internal teams
• Coordinate customer billing setup, ensuring compliance with formatting and platform requirements
• Complete vendor forms and portal setups, including payment of applicable membership fees
• Maintain up-to-date billing contacts to ensure accurate invoice delivery
• Collect and upload sales tax exemption certificates
• Submit invoices to customer portals weekly, bi-weekly, or monthly in required formats
• Proactively manage assigned AR portfolio, following up on outstanding invoices via phone and email
• Identify and escalate payment issues before they become delinquent
• Maintain accurate collection notes and support resolution in line with internal policies
• Prepare aging reports, flag at-risk accounts, and process escalations as needed
• Apply payments, credit memos, and rebills; reconcile accounts and identify and correct any discrepancies
• Manage overpayments and communicate with cancelled customers for refund information
• Monitor customer cancellations and ensure updates are made promptly
• Oversee the dunning automation process for assigned accounts
• Assist in quarterly bad debt reserves and write-off activities
• Provide monthly updates on high-priority accounts for senior leadership review
• Attend and actively participate in team meetings and 1:1s with the AR Manager
• Complete additional tasks and special projects as assigned

• This position will remain open with applications due by December 30, 2025. This position is being hired on an urgent basis. The application window may close before December 30, 2025 if SOCi receives a sufficient number of applications to select a candidate prior to that date