Account Receivable & Collections Specialist

• Monitor outstanding balances and aging reports to identify delinquent accounts.
• Draft and send clear, professional collection emails to clients with overdue invoices.
• Make occasional phone calls to follow up on past due balances as needed.
• Track outreach activity and outcomes in Salesforce / Accounting Seed, Stripe, and NetSuite.
• Coordinate payment plans or escalations with internal stakeholders as appropriate.
• Maintain detailed internal notes to document client communication and status updates.
• Assist with updating client contact details, payment methods, and billing preferences.

• Maintain AR dashboards and collections trackers for internal reporting.
• Analyze collections progress and provide weekly or monthly updates to management.
• Identify trends in non-payment and assist in refining outreach strategy.
• Use Excel (e.g., SUMIFS, pivot tables, VLOOKUP/XLOOKUP) to analyze AR data.

• Communicate professionally with clients to resolve billing issues or questions.
• Coordinate with the finance and client success teams to align on account status.
• Assist clients in setting up or updating AutoPay and understanding their statements.
• Provide timely and courteous responses to client inquiries related to billing.

• 3+ years of experience in AR, billing, or customer-facing financial support roles.
• Strong written and verbal communication skills in English.
• Proficiency in tools like Salesforce, Stripe, Microsoft Office, NetSuite and Excel.
• Highly organized with excellent follow-through and attention to detail.
• Comfortable managing sensitive client conversations with professionalism and empathy.
• Self-starter who can work independently and meet deadlines reliably.
• Understanding of ACH, credit card, and other payment method workflows.

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