Accounting Specialist Jobs

About The Position

Requirements

• High school diploma or equivalent required.
• At least 3 years of experience in billing, collections, accounts receivable, or subscription/renewals management, ideally at a software or SaaS company.
• Working accounting knowledge, including accounts receivable, invoicing, debits, and credits.
• High attention to detail and demonstrated accuracy and thoroughness in checking figures and maintaining records.
• Comfort working with numbers, invoices, and financial or account data.
• Clear, professional communication skills, including the ability to discuss overdue payments directly with customers.
• Strong organizational skills and ability to manage multiple accounts, companies, and deadlines simultaneously.
• Proficiency with Microsoft Excel, including lookups and pivot tables, and ability to learn billing, CRM, and accounting systems.
• Customer-first mindset, persistence, focus on revenue growth, and professionalism when resolving overdue accounts.
• Authorized to work in the United States and set up for remote work.

Nice To Haves

• Associate's or Bachelor's degree in Accounting, Finance, Business, or a related field.
• Experience with HubSpot and other subscription billing or CRM platforms such as Salesforce, Zoho, or Chargebee.
• Familiarity with SaaS metrics such as renewal rate, churn, and days sales outstanding (DSO).
• Familiarity with Sage Intacct or similar accounting software such as NetSuite or QuickBooks.
• Experience billing across multiple companies or currencies, including USD and CAD.
• Familiarity with revenue recognition (ASC 606) for subscription/SaaS contracts and deferred revenue.
• Comfort using AI-powered tools such as AI email drafting, CRM AI features, workflow automation, or Claude to work efficiently and suggest process improvements.

Responsibilities

• Manage new subscription activations, upgrades, downgrades, cancellations, and plan changes in the billing or CRM system.
• Track contract and subscription expiration dates and manage the renewal pipeline to minimize lapses and churn.
• Prepare and send renewal quotes, request third-party provider quotes, prepare monthly invoices for renewals, new sales, and professional services, and follow up with customers for renewal confirmations.
• Prepare monthly professional-services invoices from approved timesheets for all three companies.
• Use customer portals to submit quotes and invoices and obtain renewal purchase orders.
• Update customer billing contacts, payment terms, and purchase-order requirements.
• Monitor accounts receivable aging and contact customers about past-due invoices by phone and email.
• Monitor the payments inbox and payment-platform notifications daily, and forward remittance details to Finance.
• Follow up with customers regarding short, unidentified, or misdirected payments.
• Prepare credit and adjustment requests for Finance to review and post in accordance with company policy.
• Ensure quotes and invoices use the correct currency and applicable sales tax, including US sales tax and Canadian GST/HST/PST, coordinating with Finance.
• Provide Finance with contract terms, dates, pricing, and purchase-order requirements needed for contract setup, adjustments, and revenue recognition on multi-period subscriptions.
• Flag potential bad debt to the Director, Customer Success & Project Management, and Finance, and provide account history to support reserve and write-off decisions.
• Maintain accurate customer records in the CRM or billing system, including renewal status and collection activity notes.
• Calculate monthly commissions and provide them to HR or AP for processing.
• Partner with Sales and Customer Success to identify at-risk accounts and coordinate retention efforts before renewal or during collections.
• Escalate high-risk delinquent accounts to management or, when necessary, third-party collections according to company procedures.
• Generate and work reports on renewal rates, churn, subscription status, AR aging, and outstanding or collected balances for leadership, and support audit and month-end requests.
• Respond promptly and professionally to customer billing inquiries and account-verification requests via phone, email, and support tickets.
• Support process improvements to increase renewal rates and reduce days sales outstanding, including identifying ways AI tools can streamline reminders, collections outreach, and account documentation.
• Provide assistance with related organizational tasks and needs.

Benefits

• Competitive base salary of USD 65,000–85,000, depending on experience.
• Annual bonus for managing churn, driving renewal revenue growth, and sales referrals.
• Performance incentives tied to renewal and collections targets.
• Health insurance.
• Dental insurance.
• Vision insurance.
• Paid time off and company holidays.
• 401(k) with company match.
• Opportunities for growth within Accounting, Revenue Operations, or Finance.