Accounts Receivable Specialist servicing Canada
About The Position
Actionstep is a pioneer in the development and sale of software-as-a-service (SaaS) products, specializing in the delivery of Legal Practice Management and Accounting software. We are a fast growing, dynamic business with a global customer base of more the 30,000 and a team of over 240 in the USA, Australia, UK, Canada and New Zealand. The Finance Team is responsible for providing and delivering accurate, timely and expert financial and accounting management services enabling the business to make effective, considered decisions while ensuring regulated and compliant activity. Strong governance and effective risk management. The Accounts Receivable Specialist focuses on the management of invoices and outstanding payments, ensuring that financial data is captured in a timely and accurate manner and that outstanding debts are recovered promptly, effectively, and professionally. This role balances relationship management with firm but professional collection practices. In this role, you will be accountable for…
Requirements
- Experience in Accounts Receivable or similar role.
- Excellent customer service skills, with a polite, tactful, and firm manner.
- Confidence, professionalism, and perseverance.
- Strong Microsoft Excel skills.
- Excellent written and verbal communication skills, both face to face and over the phone.
- Confident, approachable, and professional manner.
- Resilience and drive to deliver brilliant service.
- Questioning approach and use of own initiative.
- Excellent attention to detail.
- Ability to manage their own workload, prioritise and work well under pressure.
Nice To Haves
- Bachelor's degree in Finance, Accounting, Business Administration, or related field.
- Experience in NetSuite
Responsibilities
- Monitor AR aging reports and proactively follow up on overdue balances.
- Implement structured strategies to manage aged debt and minimise debt exposure.
- Maintain regular contact with customers via phone and email, including issuing reminder notices for outstanding balances.
- Secure payment commitments and accurately document all collection activity in financial systems.
- Identify high-risk or delinquent accounts and escalate appropriately.
- Assess severely overdue accounts and provide recommendations regarding bad debt write-offs in line with policy.
- Work cross-functionally with Customer Success to manage at-risk accounts while maintaining a strong customer experience.
- Identify billing discrepancies or disputes impacting payment.
- Investigate customer issues in partnership with the Billing Specialist and internal stakeholders.
- Process approved credit notes in accordance with company policy.
- Track dispute resolution progress to ensure timely recovery of outstanding amounts.
- Manage and resolve issues identified during customer contact to remove barriers to payment.
- Take ownership of end-to-end receipting of customer payments across all entities.
- Allocate incoming payments accurately against customer accounts.
- Reconcile customer accounts and resolve unapplied or misapplied cash.
- Support month-end AR reconciliations in partnership with the Revenue Accountant.
- Manage the shared accounts inbox, responding to customer and internal queries promptly and efficiently.
- Capture all relevant information in financial systems to maintain accurate records.
- Provide clear, professional communication to both external customers and internal stakeholders.
- Provide aging summaries and collection forecasts aligned to revenue targets.
- Highlight trends in delayed payments and emerging credit risks.
- Contribute insights to improve DSO and reduce aged receivables.
- Assisting with continuous improvement of systems, controls and working practices.
- Developing and maintaining an awareness of applicable tax regulations across all entities.
- Liaising closely with the sales and support team.
- Undertaking any other reasonable duties as required.
- Building and maintaining strong working relationships with all internal and external parties ensuring transparent, proactive and effective communication always.
- Attending and proactively contributing to customer, partner and internal meetings with the view to add value in a constructive manner.
Benefits
- Robust medical, dental, vision offerings
- 401K with company match
- Flexible working and PTO
- Take your birthday off
- Frequent team building events
- Fantastic training and development opportunities
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
101-250 employees
