Accounts Receivable Specialist

The role

The AR Specialist manages the full accounts receivable process. This includes responding to customer inquiries, overseeing invoice delivery, monitoring account portfolios, and supporting customer onboarding related to billing.

What you will do

• Manage the shared billing inbox and respond to inquiries within SLAs.
• Address questions from internal and external customers regarding billing, contracts, payments, and escalations.
• Monitor Slack channels and respond to messages promptly.
• Coordinate customer billing setup and maintain up-to-date billing contacts.
• Complete vendor forms and portal setups.
• Collect and upload sales tax exemption certificates.
• Submit invoices to customer portals.
• Proactively manage assigned AR portfolio via phone and email.
• Apply payments, credit memos, and rebills while reconciling accounts.
• Monitor customer cancellations and oversee the dunning automation process.

Required qualifications

• 2+ years of experience in Accounts Receivable, Billing, or related finance role
• Familiarity with subscription-based service contracts.
• Advanced proficiency with 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.
• Understanding basic accounting principles and billing best practices.
• 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.

Nice to have

• Experience with NetSuite, Tesorio, Maxio, Salesforce (SFDC), and Avalara

Benefits

• Health insurance plans, dental, and vision
• Wellness incentives
• 401(k) plan with employer match
• Flexible Work Environment
• Flexible paid time off
• Quarterly wellness days
• Paid holidays
• Unique employee engagement programs

About the company

SOCi is the leader in AI-powered marketing solutions for multi-location businesses. The company provides an AI-powered digital workforce to help brands achieve digital visibility and scale marketing efforts.