Lead AR Specialist

Fullsight

39d

About The Position

SAE Industry Technologies Consortia (ITC), Performance Review Institute (PRI) and SAE International (SAE), deliver shared solutions to industry's common challenges. Join us and create a higher standard for a better world. This position is responsible for leading day-to-day Accounts Receivable (AR) operations for Fullsight. The role ensures timely and accurate processing and application of customer payments, maintains data integrity across AR systems, and serves as a first-line escalation resource and subject-matter expert for AR processes. The Lead AR Specialist executes established procedures, provides training and guidance to AR staff, and supports Accounting through routine reconciliation and audit preparation activities.

Requirements

Bachelor’s degree in business, finance, accounting, or related field, or High School Diploma with 10 years of relevant accounts receivable experience.
4+ years of experience in accounting or related financial operations, including payment application and reconciliation.
Experience resolving routine and escalated customer account or payment inquiries.
Experience working within ERP, CRM, or financial systems.
Strong analytical and problem-solving skills, with the ability to research and resolve discrepancies.
Proficiency with general financial systems and strong Excel skills.
High attention to detail and accuracy in data entry, reconciliation, and reporting.
Strong organizational skills and the ability to manage multiple priorities and meet deadlines.
Effective communication and customer service skills; able to collaborate with internal teams and external stakeholders.
Ability to work independently and adapt in a fast-paced environment.
Ability to learn Fullsight products, services, and membership structures to support account accuracy.

Nice To Haves

Experience supporting month-end close activities.
Experience training or mentoring team members.
Experience with payment processing tools or bank administration platforms.
Prior experience in a Lead or senior-level AR role.

Responsibilities

Accounts Receivable Leadership & Training Serve as the Lead resource and trainer for AR payment processing, including handling complex or specialized transactions requiring additional review or escalation.
Respond to and resolve routine and escalated AR inquiries from AR team members, internal stakeholders, and customers, escalating to the Manager as appropriate.
Ensure accuracy and completeness of AR data by reviewing assigned reports and correcting discrepancies in accordance with established procedures.
Reconciliation & Audit Support Prepare routine monthly reconciliations for assigned cash, credit card, asset, or liability accounts; submit to Accounting for review and approval.
Provide supporting documentation for audit requests; participate in audit-related activities at the direction of Accounting leadership.
Assist Accounting in addressing reconciliation variances by supplying data and correcting items identified during the review process.
Treasury Administration (Non-Transactional) Maintain administrator-level access to banking platforms for user setup, maintenance, and profile updates.
Coordinate updates related to authorized signers or debit card changes in partnership with Accounting/Finance.
Process credit card refunds in accordance with established guidelines to maintain accurate customer records.
Customer & Data Maintenance Maintain accurate customer and member data by processing orders, registrations, renewals, billing updates, and address changes in a timely manner.
Ensure AR-related entries are accurately posted within financial and customer systems (e.g., CRM, ERP, payment processing platforms).
Balance batches and payment postings to ensure proper reconciliation and reporting.
Systems Knowledge & Usage Maintain a strong working knowledge of Fullsight’s financial and customer systems.
Use systems to transact and validate data, not configure or design system functionality.
Partner with internal teams to identify and report system issues as needed.
Process Execution & Cross-Functional Support Execute established AR processes and procedures consistently across affiliates.
Collaborate with Customer Service, Finance, and other departments to resolve payment-related issues or data discrepancies.
Participate in operational improvements identified by leadership but is not responsible for redesigning AR workflows or owning AR KPIs (e.g., DSO).