Accounts Receivable Specialist
About The Position
The Accounts Receivable Specialist manages assigned accounts receivable balances and supports the timely collection of outstanding invoices. The role works with internal teams and clients to resolve payment delays, research account issues, maintain accurate collection records, and improve cash flow. The ideal candidate is professional, organized, persistent, detail-oriented, and able to pursue collections while maintaining positive client relationships. The position requires knowledge of general accounting principles, particularly credit and collections practices and procedures, strong customer service, excellent verbal and written communication, attention to detail, and problem-solving skills. Experience in a professional services environment, preferably in the AEC sector, is desired; experience with Deltek Vantagepoint and Microsoft Excel is required.
Requirements
- Knowledge of general accounting principles, with a focus on credit and collections practices and procedures.
- Exceptional customer service approach and strong customer service experience.
- Excellent verbal and written communication skills.
- Attention to detail and the ability to problem-solve regularly and recommend improvements.
- Experience with Deltek Vantagepoint and Microsoft Excel.
- High school diploma required.
- At least 2 years of experience in collections, accounts receivable, or client account management, preferably in professional services or A/E/C.
Nice To Haves
- Experience in a professional services environment, preferably within the AEC sector.
- Associate degree preferred.
- Bachelor’s degree in accounting is a plus.
Responsibilities
- Review open accounts and prioritize collection efforts based on aging, risk, and account status.
- Make outbound collection calls and write collection emails professionally while maintaining and strengthening client relationships.
- Facilitate timely customer payments in accordance with established payment terms and due dates.
- Research and help resolve billing problems, payment delays, disputes, and other issues contributing to delinquency; communicate significant risks, findings, and recommended next steps to management.
- Communicate directly with clients to build and maintain strong working relationships and reduce time to payment.
- Partner with project managers, billing teams, and finance leadership to address contract issues, missing documentation, and other internal barriers to payment.
- Escalate significantly delinquent, high-risk, or high-balance accounts to management as appropriate.
- Maintain accurate and timely collection notes, client communications, promised payment dates, dispute status, and follow-up actions.
- Support accurate and up-to-date account records, databases, and spreadsheets; may assist the supervisor with reports on account status, collection activity, aging trends, payment commitments, and collection risks.
- Support efforts to reduce delinquency, improve cash flow, and meet departmental collection goals.
- Help gather client-requested backup documentation and other supporting information to facilitate payment.
Benefits
- 401(k) plan with company match.
- Full health benefits, including medical, dental, and vision.
- Wellness program with rewards for healthy activities.
- Pet insurance.
- Opportunities for career advancement.
- Paid time off and holiday pay.
- Paid parental leave.
- Flexible working schedules and work-from-home options based on client needs.
- Professional development, including discretionary support and reimbursement for registrations, certifications, and professional organization memberships.
- Bonuses and additional compensation.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
