Collections Specialist (Hybrid)

AuditBoard

19h•Hybrid

About The Position

Having surpassed $300M ARR and continuing to grow, AuditBoard is the leading audit, risk, ESG, and InfoSec platform on the market. More than 50% of the Fortune 500, including 7 of the Fortune 10, leverage our award-winning technology to move their businesses forward with greater clarity and agility. And our customers love us: AuditBoard is top-rated on G2.com and Gartner Peer Insights. At AuditBoard, we inspire each other to innovate and are proud of what we are producing. We spend each day thinking of new ways to help our customers and contribute to the greater good of our company and our surrounding communities. We are all about assisting each other and breaking through barriers to create the most loved audit, risk, ESG, and InfoSec platform by our customers. This is how we have become one of the 500 fastest-growing tech companies in North America for the sixth year in a row, as ranked by Deloitte! The Accounting Department is looking for a Collections Specialist to join our AR team! As a Collections Specialist, you will undertake a variety of financial and non-financial tasks. Your main goal will be to help guarantee the company’s cash revenues. You will be responsible for issuing paperwork for processing invoices, performing collection outreaches, and processing incoming payments. Must be located in PST.

Requirements

Bachelors degree
2+ years of experience in Accounts Receivable, operational accounting, or general bookkeeping
Proven written and interpersonal skills that come with customer-facing experience
Detail-oriented with high standards of accuracy
Motivated team player with strong communication and time-management competencies
Excellent knowledge of MS Office and GSuite tools
Experience with NetSuite and Salesforce preferred

Nice To Haves

Bachelor’s degree in Finance or Accounting
Experience in the SaaS Industry and an understanding of key SaaS metrics such as ARR
Familiarity with Maxio/SaaSOptics and Tesorio

Responsibilities

Report to the AR Lead as a member of a dedicated AR Specialist team
Complete vendor setup forms and perform vendor portal/PO process setup including verification calls and legal ticket submissions.
Submit invoices through vendor portals.
Distribute invoices utilizing Tesorio campaigns via the company’s AR group email, and ensure all clients remain informed on their outstanding debts and deadlines
Identify delinquent accounts, manage the dunning process, and perform outreach efforts to encourage the timely collection
Action solutions to client invoicing or collections issues, communicating and escalating as appropriate
Manage cash applications and review the status of accounts to identify inconsistencies
Engage in sometimes difficult conversations while maintaining an always-professional and customer-first attitude
Assist with accounting close, general operational activities, and ad hoc projects as needed