Remote
Job Details
Description
Job Summary:
We are seeking a dependable Accounts Receivable (AR) & Billing Representative to manage collections, invoice submissions, and payment processing. This role plays a key part in maintaining accurate financial records, ensuring timely collections, and supporting positive customer relationships. This position will also include some maintenance of customer billing records, assisting with invoice preparation, and resolving billing-related inquiries. The ideal candidate is detail-oriented, highly organized, and comfortable working in a fast-paced, mid-sized company environment with cross-functional collaboration.
Duties/Responsibilities:
Collections Support
- Monitor accounts receivable aging and identify past-due accounts
- Initiate outbound collection efforts via phone, and email correspondence
- Research and resolve payment delays, disputes, short pays, and deductions
- Maintain accurate notes and documentation of collection activities
- Escalate delinquent accounts in accordance with company policies
- Work with Account Management to resolve account issues impacting payment
- Reconcile customer accounts to ensure balances are accurate and up to date
- Provide customers with invoice copies, statements, and supporting documentation as needed
- Prepare and distribute AR aging reports and collection status updates
- Ensure compliance with internal controls, credit policies, and applicable regulations
Accounts Receivable Assistance
- Post customer payments (ACH, checks, wire) and apply them to the correct accounts
- Communicate with customers regarding discrepancies, and payment status
- Resolve billing issues and short payments in a timely and professional manner
- Support cash application efforts by matching payments to invoices, researching discrepancies, and communicating issues to the team.
- Provide support with issuing payment reminders and coordinating with internal teams on collections activities.
Billing & Invoicing Support
- Upload invoices to customer portals and ensure timely delivery based on customer requirements.
- Assist in the preparation, review, and distribution of customer invoices to ensure accuracy and alignment with contract terms.
- Support monthly, recurring, and ad hoc billing cycles by reviewing data, validating amounts, and identifying discrepancies.
Customer & Internal Support
- Respond to internal and external billing inquiries in a professional and timely manner.
- Work closely with Sales, Customer Success, and Finance to resolve billing discrepancies or customer concerns.
- Assist with maintaining accurate customer billing profiles and documentation.
Process & Data Support
- Help maintain documentation for billing processes and internal work instructions.
- Assist with data validation, reconciliations, and periodic billing audits to ensure data integrity.
- Participate in process improvement initiatives aimed at increasing billing accuracy, efficiency, and system automation.
General Administrative Support
- Assist with reporting needs such as billing summaries, customer listings, and invoice adjustments.
- Support Finance team during month-end close, year-end audits, and other administrative tasks as needed.
- Perform other duties as assigned to support Billing Operations and Finance team objectives.
- Other duties as assigned.
Skills/Abilities/Experience:
• 1–3 years of billing, accounts receivable, or financial administrative support experience.
• Proficiency with ERP or billing platforms such as NetSuite, Sage Intacct, or QuickBooks preferred.
• Strong attention to detail with excellent organizational and time-management skills.
• Ability to manage multiple priorities in a fast-paced, deadline-driven environment.
• Strong written and verbal communication skills with a customer-first mindset.
• Proficiency in Microsoft Excel and office productivity applications.
Minimum Qualifications:
• High school diploma or equivalent required;
• Must be authorized to work in the United States.
Physical Requirement:
• Ability to sit or stand for extended periods and lift up to 10 pounds.