Accounts Receivable Specialist, Placer.ai

• The ideal candidate will have experience working in a high growth AR function and enjoys working in a fast-paced environment
• The ideal candidate should also operate in a more independent orientation than a procedure bound specialist, taking those steps needed to collect funds
• AA Degree in Accounting or related field
• 3+ years experience with collections, invoicing, and/or accounts receivable
• Proficient in working with Salesforce and Netsuite
• Experience working with E-invoicing platforms such as Ariba, Coupa, etc
• Proficiency with Google Workspace (Google Drive, Docs, Sheets, etc) and Microsoft Office applications
• Experience working with cross-functional teams and projects
• You’re able to proactively communicate effectively across departments in a remote environment and are used to working towards deliverable deadlines
• Analytical problem-solving skills and a keen eye for detail
• Strong oral and written communication skills and customer service skills is required
• Understanding of the whole order to cash lifecycle from when a quote is signed and contracted to collections
• Knowledge of tax platforms like Avalara or similar

Desirable

• The A/R Specialist will work closely with the rest of the accounting team to ensure smooth, efficient and accurate invoicing to our customers, timely collections and accurate reporting
• The role is working on the receiving side of the company’s finances and is responsible for many records and payment-related transactions
• This individual will play a key role as we evolve our OTC cycle
• Approve Sales Orders synced from Salesforce ensuring accuracy against the order form
• Review invoicing prior to emailing the customer ensuring tax compliance using Avalara
• Setting up Placer as a vendor in 3rd party portals
• Upload e-invoices via customer procurement platforms such as Ariba, Coupa
• Upload tax exemption certificates to Avalara
• Assist in billing email inbox, ensuring timely responses to internal and external inquiries
• Resolve billing and invoicing discrepancies as needed
• Stratify collection activities to maximize cash receipts
• Issue dunning letters to overdue accounts
• Contact customers regarding overdue accounts and determine reasons for non-payment
• Disable platform access when payment is unlikely
• Issue credit hold notifications
• Recommend that accounts be shifted to a collection agency
• Recommend bad debt write-offs
• Maintain accurate records about interactions with customers
• Perform special, ad-hoc projects in Accounting/Finance as requested
• Coordinate with internal departments (sales operations, customer success, deal desk, etc.) to resolve billing and revenue-related inquiries
• Look for opportunities to improve or replace the Virtual Post Mail process
• Perform month end reconciliation ensuring all billings have been accounted for between Salesforce and Netsuite
• Provide necessary documentation during internal and external audits
• Assist the technical accounting/revenue team with day to day activities