Accounts Receivable Specialist

Placer.ai

8d•$60,000 - $70,000•Remote

About The Position

The A/R Specialist will work closely with the rest of the accounting team to ensure smooth, efficient and accurate invoicing to our customers, timely collections and accurate reporting. The role is working on the receiving side of the company’s finances and is responsible for many records and payment-related transactions. The ideal candidate will have experience working in a high growth AR function and enjoys working in a fast-paced environment. The ideal candidate should also operate in a more independent orientation than a procedure bound specialist, taking those steps needed to collect funds. This individual will play a key role as we evolve our OTC cycle.

Requirements

AA Degree in Accounting or related field
3+ 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
You’re able to proactively communicate effectively across departments in a remote environment and are used to working towards deliverable deadlines
Analytical problem-solving skills and a keen eye for detail
Strong oral and written communication skills and customer service skills is required
Understanding of the whole order to cash lifecycle from when a quote is signed and contracted to collections
Knowledge of tax platforms like Avalara or similar

Nice To Haves

Demonstrated use of AI tools to work more efficiently—whether professionally or personally—and a curiosity for finding new ways to apply them.
Comfort integrating generative AI into day-to-day workflows to boost productivity, quality, and output.

Responsibilities

Approve Sales Orders synced from Salesforce ensuring accuracy against the order form
Review invoicing prior to emailing the customer ensuring tax compliance using Avalara
Setting up Placer as a vendor in 3rd party portals
Upload e-invoices via customer procurement platforms such as Ariba, Coupa
Upload tax exemption certificates to Avalara
Assist in billing email inbox, ensuring timely responses to internal and external inquiries
Resolve billing and invoicing discrepancies as needed
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 that accounts be shifted to a collection agency
Recommend bad debt write-offs
Maintain accurate records about interactions with customers
Perform special, ad-hoc projects in Accounting/Finance as requested
Coordinate with internal departments (sales operations, customer success, deal desk, etc.) to resolve billing and revenue-related inquiries
Look for opportunities to improve or replace the Virtual Post Mail process
Perform month end reconciliation ensuring all billings have been accounted for between Salesforce and Netsuite
Provide necessary documentation during internal and external audits
Assist the technical accounting/revenue team with day to day activities