Accounts Receivable Specialist

Posted 2ds ago

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Job Description

Accounts Receivable Specialist managing invoicing, reconciliations, and collections for Placer.ai’s location analytics platform. Supporting order-to-cash operations across finance and cross-functional teams.

Responsibilities:

  • Approve Sales Orders synced from Salesforce, ensuring accuracy against order forms
  • Review invoicing before emailing customers and ensure tax compliance using Avalara
  • Set up Placer as a vendor in third-party portals
  • Upload e-invoices via customer procurement platforms such as Ariba and Coupa
  • Upload tax exemption certificates to Avalara
  • Assist with the billing email inbox and respond to internal and external inquiries
  • Resolve billing and invoicing discrepancies
  • 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 accounts for collection agency referral
  • Recommend bad debt write-offs
  • Maintain accurate records of customer interactions
  • Perform ad hoc Accounting/Finance projects
  • Coordinate with sales operations, customer success, deal desk, and other departments on billing and revenue inquiries
  • Identify opportunities to improve or replace the Virtual Post Mail process
  • Perform month-end reconciliation between Salesforce and NetSuite
  • Provide documentation for internal and external audits
  • Assist the technical accounting/revenue team with day-to-day activities

Requirements:

  • AA Degree in Accounting or related field
  • 2+ 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
  • Able to proactively communicate effectively across departments in a remote environment and work towards deliverable deadlines
  • Analytical problem-solving skills and a keen eye for detail
  • Strong oral and written communication skills and customer service skills
  • Understanding of the whole order to cash lifecycle from quote signing and contracting through collections
  • Knowledge of tax platforms like Avalara or similar

Benefits:

  • Fully remote
  • Opportunity to join a rapidly growing company creating a new market
  • Central and critical role at Placer.ai
  • Work with, and learn from, top-notch talent